Wal-Mart Stores shares owned by Lake Street Advisors Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lake Street Advisors Group
from 13F filings
Historical chart of Lake Street Advisors Group investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Lake Street Advisors Group 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 Lake Street Advisors Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $2.9M | 32k | 90.55 |
| 2024-09-30 | $2.6M | 32k | 80.75 |
| 2024-06-30 | $2.1M | 31k | 67.71 |
| 2023-12-31 | $1.6M | 9.9k | 158.23 |
| 2023-09-30 | $1.7M | 10k | 159.95 |
| 2023-06-30 | $1.7M | 11k | 157.20 |
| 2023-03-31 | $1.5M | 11k | 147.42 |
| 2022-12-31 | $1.5M | 11k | 141.84 |
| 2022-09-30 | $1.3M | 10k | 129.66 |
| 2022-03-31 | $1.5M | 10k | 148.89 |
| 2021-06-30 | $949k | 6.4k | 149.10 |
| 2021-03-31 | $796k | 5.9k | 135.81 |
| 2020-12-31 | $896k | 6.2k | 144.14 |
| 2020-09-30 | $840k | 6.0k | 139.84 |
| 2020-06-30 | $714k | 6.0k | 119.76 |
| 2020-03-31 | $648k | 5.7k | 113.70 |
| 2019-12-31 | $576k | 4.8k | 118.79 |
| 2019-09-30 | $501k | 4.4k | 113.37 |
| 2019-06-30 | $482k | 4.4k | 110.58 |
| 2019-03-31 | $329k | 3.4k | 97.63 |
| 2018-12-31 | $290k | 3.1k | 93.01 |
| 2018-09-30 | $260k | 2.8k | 93.90 |
| 2018-06-30 | $402k | 4.7k | 85.64 |
| 2018-03-31 | $439k | 4.9k | 88.94 |
| 2017-12-31 | $542k | 5.5k | 98.67 |
More positions owned by Lake Street Advisors Group
View all positions for Lake Street Advisors Group