WMT — Wal-Mart Stores, Inc. COM

Ownership history in Stack Financial Management, Inc  ·  46 quarters on record

This page tracks every 13F SEC filing in which Stack Financial Management, Inc 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
9.1% (2025 Q2)
Avg. % of fund
4.27%
First filed
2011 Q3
Last filed
2025 Q4
Quarters held
46
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q4 REDUCED 1,018,502 -28,494 -2.7% 8.65% $113.5M $111.41
2025 Q3 REDUCED 1,046,996 -6,592 -0.6% 8.95% $107.9M $102.85
2025 Q2 REDUCED 1,053,588 -20,094 -1.9% 9.10% $103.0M $97.35
2025 Q1 REDUCED 1,073,682 -10,078 -0.9% 7.85% $94.3M $87.20
42 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% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 7.9%
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