Ownership history in Summa Corp. Β· 9 quarters on record
This page tracks every 13F SEC filing in which Summa Corp. reported a position in WALMART INC (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 Summa Corp. outperformed the S&P 500 by +21.6% annually on this WMT position. Timing score: 83% (5/6 decisions correct). Average cost basis: $62.18. Maximum drawdown during holding period: β2.6%.
π₯ Exceptional β beat the S&P 500 by 21.6% per year on this position.
7 quarters analyzed
π― Smart timing β consistently buying dips and trimming near peaks.
5 of 6 add/trim decisions correct
Best entry: $58.97 (2024 Q1) Β· Worst: $111.18 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
6 adds Β· 2 trims. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.76% 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