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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

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Quarterly reported holdings in Wal-Mart Stores by Lake Street Advisors Group

Quarter filed Position value Share count Share price at filing
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