Wal-Mart Stores shares owned by Legacy Private Trust
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Legacy Private Trust
from 13F filings
Historical chart of Legacy Private Trust investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Legacy Private Trust
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $10M | 124k | 80.75 |
| 2024-06-30 | $8.7M | 129k | 67.71 |
| 2024-03-31 | $7.9M | 132k | 60.17 |
| 2023-12-31 | $7.4M | 47k | 157.65 |
| 2023-09-30 | $7.4M | 47k | 159.93 |
| 2023-06-30 | $7.4M | 47k | 157.18 |
| 2023-03-31 | $7.3M | 50k | 147.45 |
| 2022-12-31 | $7.1M | 50k | 141.78 |
| 2022-09-30 | $6.6M | 51k | 129.70 |
| 2022-06-30 | $7.2M | 59k | 121.58 |
| 2022-03-31 | $8.8M | 59k | 148.92 |
| 2021-12-31 | $8.7M | 60k | 144.69 |
| 2021-09-30 | $8.1M | 58k | 139.38 |
| 2021-06-30 | $7.8M | 55k | 141.01 |
| 2021-03-31 | $7.8M | 58k | 135.83 |
| 2020-12-31 | $8.4M | 58k | 144.15 |
| 2020-09-30 | $8.5M | 61k | 139.92 |
| 2020-06-30 | $7.2M | 60k | 119.78 |
| 2020-03-31 | $6.1M | 54k | 113.62 |
| 2019-12-31 | $6.7M | 57k | 118.83 |
| 2019-09-30 | $6.3M | 53k | 118.68 |
| 2019-06-30 | $5.1M | 46k | 110.49 |
| 2019-03-31 | $3.1M | 32k | 97.54 |
| 2018-12-31 | $2.9M | 31k | 93.14 |
| 2018-09-30 | $3.0M | 32k | 93.92 |
| 2018-06-30 | $3.1M | 36k | 85.66 |
| 2018-03-31 | $5.1M | 58k | 88.98 |
| 2017-12-31 | $5.2M | 52k | 98.76 |
| 2017-09-30 | $2.2M | 28k | 78.14 |
| 2017-06-30 | $2.3M | 30k | 75.67 |
| 2017-03-31 | $2.5M | 34k | 72.10 |
| 2016-12-31 | $2.7M | 39k | 69.13 |
| 2016-09-30 | $1.7M | 24k | 72.13 |
| 2016-06-30 | $1.2M | 17k | 72.99 |
| 2016-03-31 | $818k | 12k | 68.47 |
| 2015-12-31 | $537k | 8.8k | 61.25 |
| 2015-09-30 | $852k | 13k | 64.87 |
| 2015-06-30 | $1.3M | 18k | 70.94 |
| 2015-03-31 | $1.5M | 18k | 82.27 |
| 2014-12-31 | $1.8M | 21k | 85.87 |
| 2014-09-30 | $1.6M | 20k | 76.46 |
| 2014-06-30 | $1.7M | 22k | 75.09 |
| 2014-03-31 | $1.6M | 21k | 76.42 |
| 2013-12-31 | $1.6M | 20k | 78.70 |
| 2013-09-30 | $1.4M | 19k | 73.95 |
| 2013-06-30 | $1.5M | 20k | 74.48 |
| 2013-03-31 | $37k | 500 | 74.00 |
| 2012-12-31 | $1.4M | 20k | 68.21 |
| 2012-09-30 | $1.4M | 18k | 73.82 |
| 2012-06-30 | $1.3M | 18k | 69.71 |
| 2012-03-31 | $1.1M | 18k | 61.19 |
| 2011-12-31 | $957k | 16k | 59.77 |
| 2011-09-30 | $812k | 16k | 51.88 |
| 2011-06-30 | $811k | 15k | 53.12 |
| 2011-03-31 | $703k | 14k | 52.04 |