Wal-Mart Stores shares owned by LBMC Investment Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by LBMC Investment Advisors
from 13F filings
Historical chart of LBMC Investment Advisors investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by LBMC Investment Advisors 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 LBMC Investment Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $952k | 9.2k | 103.06 |
| 2025-06-30 | $903k | 9.2k | 97.78 |
| 2025-03-31 | $811k | 9.2k | 87.79 |
| 2024-12-31 | $834k | 9.2k | 90.35 |
| 2024-09-30 | $685k | 8.5k | 80.75 |
| 2024-06-30 | $563k | 8.3k | 67.71 |
| 2024-03-31 | $500k | 8.3k | 60.17 |
| 2023-12-31 | $437k | 2.8k | 157.66 |
| 2023-09-30 | $449k | 2.8k | 159.11 |
| 2023-06-30 | $444k | 2.8k | 157.19 |
| 2023-03-31 | $421k | 2.9k | 147.48 |
| 2022-12-31 | $400k | 2.8k | 141.77 |
| 2022-09-30 | $366k | 2.8k | 129.65 |
| 2022-06-30 | $349k | 2.9k | 121.65 |
| 2022-03-31 | $427k | 2.9k | 148.94 |
| 2021-12-31 | $432k | 3.0k | 144.63 |
| 2021-09-30 | $444k | 2.9k | 151.69 |
| 2021-06-30 | $449k | 3.2k | 140.93 |
| 2021-03-31 | $237k | 1.7k | 135.58 |
| 2020-12-31 | $229k | 1.6k | 144.30 |
| 2020-09-30 | $207k | 1.5k | 140.15 |
| 2017-03-31 | $208k | 2.9k | 72.10 |
| 2016-09-30 | $207k | 2.9k | 72.08 |
| 2016-06-30 | $265k | 3.6k | 73.12 |
| 2016-03-31 | $240k | 3.5k | 68.49 |
| 2015-12-31 | $214k | 3.5k | 61.34 |
| 2015-09-30 | $226k | 3.5k | 64.78 |
| 2015-06-30 | $242k | 3.4k | 71.07 |
| 2015-03-31 | $279k | 3.4k | 82.23 |
| 2014-12-31 | $291k | 3.4k | 85.76 |
| 2014-09-30 | $248k | 3.2k | 76.50 |
| 2014-06-30 | $239k | 3.2k | 75.06 |
| 2014-03-31 | $244k | 3.2k | 76.42 |
| 2013-12-31 | $251k | 3.2k | 78.61 |
| 2013-09-30 | $236k | 3.2k | 73.91 |
| 2013-06-30 | $238k | 3.2k | 74.54 |
| 2013-03-31 | $239k | 3.2k | 74.85 |
| 2012-12-31 | $218k | 3.2k | 68.27 |