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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

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Quarterly 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