Wal-Mart Stores shares owned by Lantern Wealth Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lantern Wealth Advisors
from 13F filings
Historical chart of Lantern Wealth Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Lantern Wealth Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Lantern Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $303k | 2.9k | 103.09 |
| 2025-06-30 | $408k | 4.2k | 97.77 |
| 2024-12-31 | $367k | 4.1k | 90.36 |
| 2024-09-30 | $284k | 3.5k | 80.76 |
| 2024-06-30 | $238k | 3.5k | 67.71 |
| 2024-03-31 | $211k | 3.5k | 60.17 |
| 2023-12-31 | $279k | 1.8k | 157.66 |