WMT Walmart Stores Inc. COM

Ownership history in SFMG, LLC  ·  43 quarters on record

This page tracks every 13F SEC filing in which SFMG, LLC reported a position in Walmart Stores Inc. 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
0.84% (2025 Q3)
Avg. % of fund
0.35%
First filed
2010 Q4
Last filed
2025 Q4
Quarters held
43
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 109,619 -7,500 -6.4% 0.82% $12.2M $111.18
2025 Q3 ADDED 117,119 +3,278 +2.9% 0.84% $12.1M $102.64
2025 Q2 ADDED 113,841 +564 +0.5% 0.84% $11.1M $97.15
2025 Q1 REDUCED 113,277 -1,423 -1.2% 0.78% $9.9M $87.02
2024 Q4 REDUCED 114,700 -2,977 -2.5% 0.82% $10.4M $89.31
2024 Q3 ADDED 117,677 +68 +0.1% 0.77% $9.5M $79.64
2024 Q2 REDUCED 117,609 -955 -0.8% 0.69% $8.0M $66.59
2024 Q1 ADDED 118,564 +79,163 +200.9% 0.61% $7.1M $58.97
2023 Q4 ADDED 39,401 +16 +0.0% 0.58% $6.2M $51.33
2023 Q3 ADDED 39,385 +970 +2.5% 0.65% $6.3M $51.88
33 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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