Ownership history in SFMG, LLC Β· 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 β sourced directly from SEC EDGAR 13F filings.
π SFMG, LLC outperformed the S&P 500 by +0.7% annually on this WMT position. Timing score: 55% (23/42 decisions correct). Average cost basis: $52.48. Maximum drawdown during holding period: β18.1%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
42 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
23 of 42 add/trim decisions correct
Best entry: $13.14 (2011 Q2) Β· Worst: $102.64 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
28 adds Β· 15 trims. Bought during 7 of 11 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.82% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size