Wal-Mart Stores shares owned by Legacy Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Legacy Advisors
from 13F filings
Historical chart of Legacy Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Legacy Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $493k | 4.8k | 103.06 |
| 2025-03-31 | $1.8M | 20k | 88.03 |
| 2024-12-31 | $2.4M | 26k | 90.57 |
| 2024-09-30 | $2.0M | 25k | 80.75 |
| 2024-06-30 | $1.7M | 25k | 67.71 |
| 2024-03-31 | $782k | 13k | 60.17 |
| 2023-12-31 | $696k | 4.4k | 158.17 |
| 2023-09-30 | $345k | 2.2k | 159.93 |
| 2023-06-30 | $259k | 1.6k | 157.18 |
| 2023-03-31 | $254k | 1.7k | 147.45 |
| 2022-12-31 | $213k | 1.5k | 142.18 |
| 2022-06-30 | $308k | 2.5k | 121.40 |
| 2022-03-31 | $310k | 2.1k | 148.75 |
| 2019-12-31 | $443k | 3.7k | 119.31 |
| 2019-09-30 | $467k | 3.9k | 118.65 |
| 2019-06-30 | $404k | 3.7k | 110.47 |
| 2019-03-31 | $398k | 4.1k | 98.10 |
| 2018-12-31 | $384k | 4.1k | 93.77 |
| 2018-09-30 | $379k | 4.0k | 93.90 |
| 2018-06-30 | $346k | 4.0k | 85.73 |
| 2018-03-31 | $347k | 4.0k | 85.98 |
| 2017-12-31 | $395k | 4.0k | 99.10 |
| 2017-09-30 | $191k | 2.5k | 75.49 |
| 2017-06-30 | $191k | 2.5k | 75.49 |
| 2017-03-31 | $183k | 2.5k | 72.33 |
| 2016-12-31 | $176k | 2.5k | 69.57 |