Wal-Mart Stores shares owned by Legacy Wealth Management, LLC / MS
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Legacy Wealth Management, LLC / MS
from 13F filings
Historical chart of Legacy Wealth Management, LLC / MS investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Legacy Wealth Management, LLC / MS
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.1M | 69k | 103.06 |
| 2025-06-30 | $7.7M | 78k | 97.78 |
| 2025-03-31 | $7.0M | 80k | 87.79 |
| 2024-12-31 | $7.4M | 82k | 90.35 |
| 2024-09-30 | $6.9M | 85k | 80.75 |
| 2024-06-30 | $5.7M | 84k | 67.71 |
| 2024-03-31 | $5.0M | 84k | 60.17 |
| 2023-12-31 | $4.4M | 28k | 157.65 |
| 2023-09-30 | $4.5M | 28k | 159.93 |
| 2023-06-30 | $4.4M | 28k | 157.18 |
| 2023-03-31 | $4.2M | 28k | 147.45 |
| 2022-12-31 | $4.0M | 28k | 141.79 |
| 2022-09-30 | $3.8M | 29k | 129.70 |
| 2022-06-30 | $3.9M | 32k | 121.58 |
| 2022-03-31 | $2.0M | 14k | 148.92 |
| 2021-12-31 | $369k | 2.6k | 144.69 |
| 2021-09-30 | $355k | 2.6k | 139.38 |
| 2021-06-30 | $360k | 2.6k | 141.02 |
| 2021-03-31 | $346k | 2.6k | 135.83 |
| 2020-12-31 | $368k | 2.6k | 144.15 |
| 2020-09-30 | $357k | 2.6k | 139.91 |
| 2020-06-30 | $305k | 2.6k | 119.78 |
| 2020-03-31 | $290k | 2.6k | 113.62 |
| 2019-12-31 | $307k | 2.6k | 118.84 |
More positions owned by Legacy Wealth Management, LLC / MS
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