Wal-Mart Stores shares owned by Lake Street Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lake Street Financial
from 13F filings
Historical chart of Lake Street Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Lake Street Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.9M | 17k | 111.41 |
| 2025-09-30 | $1.6M | 16k | 103.06 |
| 2025-06-30 | $1.4M | 15k | 97.78 |
| 2025-03-31 | $1.3M | 14k | 87.79 |
| 2024-12-31 | $1.1M | 12k | 90.35 |
| 2024-09-30 | $872k | 11k | 80.75 |
| 2024-06-30 | $1.7M | 26k | 67.71 |
| 2024-03-31 | $1.6M | 27k | 60.17 |
| 2023-12-31 | $1.4M | 8.6k | 157.65 |
| 2023-09-30 | $1.7M | 11k | 162.54 |
| 2023-06-30 | $1.6M | 10k | 157.18 |
| 2023-03-31 | $1.5M | 10k | 147.45 |
| 2022-12-31 | $1.2M | 8.8k | 141.79 |
| 2022-09-30 | $711k | 5.5k | 129.74 |
| 2022-06-30 | $502k | 4.1k | 121.67 |
| 2022-03-31 | $1.3M | 8.8k | 148.92 |
| 2021-12-31 | $844k | 5.8k | 144.67 |
| 2021-09-30 | $584k | 4.2k | 139.28 |
| 2021-06-30 | $577k | 4.1k | 139.24 |
| 2021-03-31 | $613k | 4.5k | 135.83 |
| 2020-12-31 | $695k | 4.8k | 144.07 |
| 2020-09-30 | $650k | 4.6k | 139.97 |
| 2020-06-30 | $560k | 4.7k | 119.61 |
| 2020-03-31 | $376k | 3.3k | 113.66 |
| 2019-12-31 | $427k | 3.6k | 118.81 |
| 2019-09-30 | $350k | 3.0k | 118.56 |
| 2019-06-30 | $298k | 2.7k | 110.41 |