Wal-Mart Stores shares owned by Lee Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lee Financial
from 13F filings
Historical chart of Lee Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Lee Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-06-30 | $893k | 13k | 67.71 |
| 2024-03-31 | $770k | 13k | 60.32 |
| 2023-12-31 | $644k | 4.1k | 158.07 |
| 2023-09-30 | $639k | 4.0k | 159.91 |
| 2023-06-30 | $623k | 4.0k | 157.17 |
| 2023-03-31 | $680k | 4.6k | 147.83 |
| 2022-12-31 | $666k | 4.7k | 141.79 |
| 2022-09-30 | $609k | 4.7k | 129.63 |
| 2022-06-30 | $568k | 4.7k | 121.54 |
| 2022-03-31 | $696k | 4.7k | 148.81 |
| 2021-12-31 | $625k | 4.3k | 145.00 |
| 2021-09-30 | $602k | 4.3k | 140.00 |
| 2021-06-30 | $605k | 4.3k | 140.96 |
| 2021-03-31 | $584k | 4.3k | 135.78 |
| 2020-12-31 | $496k | 3.4k | 144.23 |
| 2020-09-30 | $481k | 3.4k | 139.78 |
| 2020-06-30 | $405k | 3.4k | 119.68 |
| 2020-03-31 | $413k | 3.6k | 113.68 |
| 2019-12-31 | $360k | 3.0k | 118.69 |
| 2019-09-30 | $360k | 3.0k | 118.69 |
| 2019-06-30 | $350k | 3.2k | 110.55 |
| 2019-03-31 | $284k | 2.9k | 97.53 |
| 2018-12-31 | $194k | 2.1k | 93.22 |
| 2018-09-30 | $195k | 2.1k | 93.70 |
| 2018-06-30 | $284k | 3.3k | 85.82 |
| 2018-03-31 | $418k | 4.7k | 88.72 |
| 2017-12-31 | $171k | 1.7k | 98.50 |
| 2017-09-30 | $129k | 1.6k | 78.28 |
| 2017-06-30 | $159k | 2.1k | 75.53 |
| 2017-03-31 | $148k | 2.0k | 72.27 |
| 2016-12-31 | $142k | 2.0k | 69.34 |