Wal-Mart Stores shares owned by Lenox Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lenox Wealth Management
from 13F filings
Historical chart of Lenox Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Lenox Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2020-06-30 | $325k | 2.7k | 119.66 |
| 2020-03-31 | $296k | 2.6k | 114.02 |
| 2019-12-31 | $293k | 2.5k | 119.35 |
| 2019-09-30 | $331k | 2.8k | 118.43 |
| 2019-06-30 | $268k | 2.4k | 110.24 |
| 2019-03-31 | $196k | 2.0k | 98.20 |
| 2018-12-31 | $969k | 10k | 93.64 |
| 2018-09-30 | $962k | 10k | 93.91 |
| 2018-06-30 | $834k | 9.7k | 85.63 |
| 2018-03-31 | $904k | 10k | 89.43 |
| 2017-12-31 | $1.1M | 11k | 99.25 |
| 2017-09-30 | $826k | 11k | 78.10 |
| 2017-06-30 | $737k | 9.7k | 75.71 |
| 2017-03-31 | $429k | 6.0k | 72.08 |
| 2016-12-31 | $105k | 1.5k | 69.03 |
| 2016-09-30 | $81k | 1.1k | 72.71 |
| 2016-06-30 | $81k | 1.1k | 72.71 |
| 2016-03-31 | $90k | 1.3k | 68.70 |
| 2015-12-31 | $89k | 1.4k | 61.55 |
| 2015-09-30 | $134k | 2.1k | 64.70 |
| 2015-06-30 | $173k | 2.1k | 82.07 |
| 2015-03-31 | $173k | 2.1k | 82.07 |
| 2014-12-31 | $177k | 2.3k | 76.42 |
| 2014-09-30 | $177k | 2.3k | 76.42 |
| 2014-06-30 | $178k | 2.4k | 75.23 |
| 2014-03-31 | $221k | 2.9k | 76.58 |
| 2013-12-31 | $262k | 3.3k | 78.58 |