Wal-Mart Stores shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $320k | 5.3k | 60.17 |
| 2023-12-31 | $281k | 1.8k | 157.67 |
| 2023-09-30 | $285k | 1.8k | 159.95 |
| 2023-06-30 | $286k | 1.8k | 157.17 |
| 2023-03-31 | $276k | 1.9k | 147.44 |
| 2022-12-31 | $266k | 1.9k | 141.82 |
More positions owned by Lodestone Wealth Management
View all positions for Lodestone Wealth Management