WMT WAL-MART STORES INC

Ownership history in Summit X, LLC  ·  34 quarters on record

This page tracks every 13F SEC filing in which Summit X, LLC reported a position in WAL-MART STORES INC (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
1.13% (2025 Q2)
Avg. % of fund
0.59%
First filed
2017 Q2
Last filed
2025 Q3
Quarters held
34
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2025 Q3 UNCHANGED 62,248 0% 1.13% $6.1M $102.64
2025 Q2 ADDED 62,248 +30,983 +99.1% 1.13% $6.1M $97.15
2025 Q1 REDUCED 31,265 -2,162 -6.5% 0.58% $2.7M $87.02
2024 Q4 ADDED 33,427 +397 +1.2% 0.67% $3.0M $89.31
2024 Q3 REDUCED 33,030 -2,601 -7.3% 0.54% $2.2M $79.64
2024 Q2 ADDED 35,631 +2,225 +6.7% 0.54% $2.4M $66.59
2024 Q1 ADDED 33,406 +22,798 +214.9% 0.52% $2.0M $58.97
2023 Q4 REDUCED 10,608 -53 -0.5% 0.48% $1.7M $51.33
2023 Q3 REDUCED 10,661 -6,808 -39.0% 0.54% $1.7M $51.88
2023 Q2 UNCHANGED 17,469 0% 0.67% $2.7M $50.81
24 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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