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Wal-Mart Stores shares owned by Legacy Financial Strategies

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Legacy Financial Strategies from 13F filings

Historical chart of Legacy Financial Strategies investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Legacy Financial Strategies consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Legacy Financial Strategies

Quarter filed Position value Share count Share price at filing
2025-09-30 $4.1M 39k 103.06
2025-06-30 $3.8M 39k 97.78
2025-03-31 $3.0M 35k 87.79
2024-12-31 $937k 10k 90.00
2024-09-30 $416k 5.2k 80.75
2024-06-30 $236k 3.5k 68.23