Wal-Mart Stores shares owned by Family Legacy
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Family Legacy
from 13F filings
Historical chart of Family Legacy investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Family Legacy
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $6.2M | 60k | 103.06 |
| 2025-06-30 | $5.9M | 61k | 97.78 |
| 2025-03-31 | $5.6M | 64k | 87.79 |
| 2024-12-31 | $6.2M | 67k | 91.80 |
| 2024-09-30 | $5.4M | 67k | 80.75 |
| 2024-06-30 | $4.6M | 68k | 67.71 |
| 2024-03-31 | $4.2M | 69k | 60.17 |
| 2023-12-31 | $3.7M | 24k | 157.65 |
| 2023-09-30 | $3.8M | 24k | 159.93 |
| 2023-06-30 | $3.7M | 23k | 157.18 |
| 2023-03-31 | $3.5M | 24k | 147.45 |
| 2022-12-31 | $3.3M | 23k | 142.34 |
| 2022-09-30 | $3.0M | 23k | 129.72 |
| 2022-06-30 | $2.9M | 23k | 125.09 |
| 2022-03-31 | $3.4M | 23k | 148.92 |
| 2021-12-31 | $3.3M | 23k | 144.19 |
| 2021-09-30 | $3.1M | 22k | 139.65 |
| 2021-06-30 | $3.1M | 22k | 141.25 |
| 2021-03-31 | $2.9M | 22k | 135.85 |
| 2020-12-31 | $3.1M | 21k | 144.13 |
| 2020-09-30 | $3.0M | 21k | 139.92 |
| 2020-06-30 | $2.4M | 20k | 119.80 |
| 2020-03-31 | $2.3M | 20k | 113.63 |
| 2019-12-31 | $2.4M | 20k | 116.15 |
| 2019-09-30 | $2.2M | 18k | 120.24 |
| 2019-06-30 | $1.7M | 16k | 110.46 |
| 2019-03-31 | $1.5M | 15k | 99.26 |
| 2018-12-31 | $1.4M | 16k | 93.17 |
| 2018-09-30 | $1.4M | 15k | 93.92 |
| 2018-06-30 | $1.4M | 16k | 85.63 |
| 2018-03-31 | $1.4M | 16k | 88.99 |
| 2017-12-31 | $1.5M | 16k | 98.72 |
| 2017-09-30 | $704k | 9.0k | 78.17 |
| 2017-06-30 | $1.2M | 16k | 75.66 |
| 2017-03-31 | $1.1M | 16k | 72.06 |