WMT — WAL-MART STORES COM

Ownership history in MEYER HANDELMAN CO  ·  106 quarters on record

This page tracks every 13F SEC filing in which MEYER HANDELMAN CO 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
2.62% (2025 Q4)
Avg. % of fund
1.08%
First filed
1999 Q1
Last filed
2025 Q4
Quarters held
106
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 750,844 -2,320 -0.3% 2.62% $83.7M $111.41
2025 Q3 REDUCED 753,164 -645 -0.1% 2.45% $77.6M $102.85
2025 Q2 REDUCED 753,809 -1,200 -0.2% 2.43% $73.7M $97.35
2025 Q1 REDUCED 755,009 -4,516 -0.6% 2.31% $66.3M $87.20
102 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% Forty-three Eighteen Advisors, LLC 10.32% TLW Wealth Management, LLC 3Y 7Y 9.57%
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