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Wal-Mart Stores shares owned by Lifestyle Asset Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lifestyle Asset Management from 13F filings

Historical chart of Lifestyle Asset Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Lifestyle Asset Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Lifestyle Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $426k 4.1k 103.06
2025-06-30 $350k 3.6k 97.78
2025-03-31 $259k 2.9k 87.79
2023-03-31 $240k 1.6k 147.45
2022-12-31 $207k 1.5k 141.79

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Spdr Series Trust Bloomberg Intl T (BWX)

View all positions for Lifestyle Asset Management

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