WMT — Wal Mart Stores COM

Ownership history in FERGUSON WELLMAN CAPITAL MANAGEMENT, INC  ·  107 quarters on record

This page tracks every 13F SEC filing in which FERGUSON WELLMAN CAPITAL MANAGEMENT, INC reported a position in Wal Mart Stores COM (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
4.52% (2001 Q3)
Avg. % of fund
0.72%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
107
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 ADDED 1,126,454 +10,740 +1.0% 2.01% $125.5M $111.41
2025 Q3 REDUCED 1,115,714 -12,855 -1.1% 1.87% $115.0M $102.85
2025 Q2 ADDED 1,128,569 +40,363 +3.7% 1.94% $110.4M $97.35
2025 Q1 ADDED 1,088,206 +23,978 +2.3% 1.85% $95.5M $87.20
103 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)

Other funds also holding WMT

As of 2025 Q4 — sorted by position size

Hexagon Capital Partners LLC 3Y 47.27% Narus Financial Partners, LLC 3Y 7Y 42.45% HERITAGE OAK WEALTH ADVISORS LLC 36.25% CTC Alternative Strategies, Ltd. 3Y 7Y 18.51% TradeLink Capital LLC 3Y 7Y 15.82% Legacy Capital Wealth Partners, LLC 3Y 12.5% Empirical Capital Management, LLC 3Y 7Y 12.45% NEW WAVE WEALTH ADVISORS LLC 11.47% TLW Wealth Management, LLC 3Y 7Y 9.57% Stack Financial Management, Inc 3Y 7Y 8.65%
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