WMT WAL MART STORES INC

Ownership history in Baker Chad R  ·  41 quarters on record

This page tracks every 13F SEC filing in which Baker Chad R reported a position in WAL MART STORES INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
2.06% (2025 Q4)
Avg. % of fund
1.27%
First filed
2015 Q4
Last filed
2025 Q4
Quarters held
41
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 102,675 0% 2.06% $11.5M $111.18
2025 Q3 REDUCED 102,675 -345 -0.3% 1.82% $10.6M $102.64
2025 Q2 UNCHANGED 103,020 0% 1.87% $10.1M $97.15
2025 Q1 UNCHANGED 103,020 0% 1.84% $9.0M $87.02
2024 Q4 UNCHANGED 103,020 0% 1.82% $9.3M $89.31
2024 Q3 UNCHANGED 103,020 0% 1.63% $8.3M $79.64
2024 Q2 UNCHANGED 103,020 0% 1.46% $7.0M $66.59
2024 Q1 ADDED 103,020 +68,680 +200.0% 1.32% $6.2M $58.97
2023 Q4 ADDED 34,340 +1,225 +3.7% 1.22% $5.4M $51.33
2023 Q3 ADDED 33,115 +115 +0.3% 1.34% $5.3M $51.88
31 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)
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