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Wal-Mart Stores shares owned by Joseph P. Lucia & Associates

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Joseph P. Lucia & Associates from 13F filings

Historical chart of Joseph P. Lucia & Associates investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Joseph P. Lucia & Associates consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Joseph P. Lucia & Associates

Quarter filed Position value Share count Share price at filing
2025-09-30 $349k 3.4k 103.06
2025-06-30 $331k 3.4k 97.77
2025-03-31 $300k 3.4k 87.78
2022-06-30 $23k 192 119.79
2022-03-31 $29k 192 151.04
2021-09-30 $39k 280 139.29
2021-06-30 $39k 280 139.29
2021-03-31 $53k 388 136.60
2020-12-31 $54k 372 145.16
2020-06-30 $30k 250 120.00
2020-03-31 $26k 230 113.04
2019-12-31 $16k 131 122.14
2019-09-30 $16k 131 122.14
2019-06-30 $14k 131 106.87
2019-03-31 $131k 13k 10.08