Wal-Mart Stores shares owned by Lenox Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lenox Wealth Advisors
from 13F filings
Historical chart of Lenox Wealth Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Lenox Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2022-03-31 | $517k | 3.3k | 157.43 |
| 2021-12-31 | $518k | 3.6k | 144.73 |
| 2021-09-30 | $492k | 3.5k | 139.34 |
| 2021-06-30 | $496k | 3.5k | 140.99 |
| 2021-03-31 | $438k | 3.2k | 135.94 |
| 2020-12-31 | $680k | 4.7k | 144.10 |
| 2020-09-30 | $660k | 4.7k | 140.01 |
| 2020-06-30 | $553k | 4.6k | 119.88 |
| 2020-03-31 | $532k | 4.7k | 113.60 |
| 2019-12-31 | $558k | 4.7k | 118.80 |
| 2019-09-30 | $556k | 4.7k | 118.73 |
| 2019-06-30 | $451k | 4.1k | 110.38 |
| 2019-03-31 | $376k | 3.9k | 97.64 |
| 2018-12-31 | $359k | 3.9k | 93.22 |
| 2018-09-30 | $362k | 3.9k | 94.00 |
| 2018-06-30 | $74k | 863 | 85.75 |
| 2018-03-31 | $181k | 2.0k | 88.99 |
| 2017-12-31 | $106k | 1.1k | 98.97 |
| 2017-09-30 | $1.0k | 8 | 125.00 |
| 2015-12-31 | $6.0k | 99 | 60.61 |
| 2014-09-30 | $7.0k | 97 | 72.16 |
| 2014-06-30 | $7.0k | 97 | 72.16 |
| 2014-03-31 | $7.0k | 97 | 72.16 |
| 2013-12-31 | $11k | 142 | 77.46 |
| 2013-09-30 | $12k | 163 | 73.62 |
| 2013-06-30 | $32k | 433 | 73.90 |