WMT WAL-MART STORES INC COM

Ownership history in SRB CORP  ·  27 quarters on record

This page tracks every 13F SEC filing in which SRB CORP reported a position in WAL-MART 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
4.5% (2025 Q2)
Avg. % of fund
1.25%
First filed
2014 Q3
Last filed
2025 Q4
Quarters held
27
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 UNCHANGED 727,050 0% 4.45% $81.0M $111.18
2025 Q3 REDUCED 727,050 -40,452 -5.3% 4.29% $74.9M $102.64
2025 Q2 UNCHANGED 767,502 0% 4.50% $75.0M $97.15
2025 Q1 UNCHANGED 767,502 0% 4.39% $67.4M $87.02
2024 Q4 UNCHANGED 767,502 0% 3.98% $69.3M $89.31
2024 Q3 UNCHANGED 767,502 0% 3.47% $62.0M $79.64
2024 Q2 REDUCED 767,502 -11,700 -1.5% 3.08% $52.0M $66.59
2024 Q1 ADDED 779,202 +508,518 +187.9% 2.60% $46.9M $58.97
2023 Q4 ADDED 270,684 +259,830 +2393.9% 2.52% $42.7M $51.33
2021 Q1 ADDED 10,854 +5,600 +106.6% 0.10% $1.5M $42.39
17 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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