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Wal-Mart Stores shares owned by Kelman-Lazarov

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Kelman-Lazarov from 13F filings

Historical chart of Kelman-Lazarov investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Kelman-Lazarov consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Kelman-Lazarov

Quarter filed Position value Share count Share price at filing
2024-09-30 $912k 11k 80.75
2024-06-30 $764k 11k 67.71
2024-03-31 $713k 12k 60.17
2023-12-31 $619k 3.9k 157.65
2023-09-30 $617k 3.9k 159.93
2023-06-30 $558k 3.6k 157.19
2023-03-31 $496k 3.4k 147.45
2022-12-31 $477k 3.4k 141.79
2022-09-30 $465k 3.6k 129.60
2022-06-30 $606k 5.0k 121.54
2022-03-31 $741k 5.0k 148.94
2021-12-31 $720k 5.0k 144.72
2021-09-30 $693k 5.0k 139.30
2021-06-30 $702k 5.0k 141.11
2021-03-31 $678k 5.0k 135.82
2020-12-31 $720k 5.0k 144.23
2020-09-30 $725k 5.2k 139.96
2020-06-30 $620k 5.2k 119.69
2020-03-31 $589k 5.2k 113.71
2019-12-31 $938k 7.9k 118.85
2019-09-30 $990k 8.3k 118.65
2019-06-30 $992k 9.0k 110.52
2019-03-31 $1.1M 11k 97.57
2018-12-31 $1.1M 12k 93.18
2018-09-30 $1.3M 14k 93.91
2018-06-30 $1.2M 14k 85.63
2018-03-31 $1.3M 15k 88.96
2017-12-31 $1.8M 18k 98.77
2017-09-30 $1.3M 17k 78.13
2017-06-30 $1.2M 16k 75.71
2017-03-31 $412k 5.7k 72.02
2016-12-31 $395k 5.7k 69.12
2016-09-30 $940k 13k 71.75
2016-06-30 $981k 14k 72.81
2016-03-31 $949k 14k 69.08