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Wal-Mart Stores shares owned by Lifeworks Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lifeworks Advisors from 13F filings

Historical chart of Lifeworks Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Lifeworks Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.6M 9.9k 157.65
2023-09-30 $1.8M 12k 159.93
2023-06-30 $1.6M 10k 157.18
2023-03-31 $1.2M 8.4k 147.45
2022-12-31 $1.3M 9.1k 141.79
2022-09-30 $1.5M 11k 142.31
2022-06-30 $1.1M 9.3k 121.62
2022-03-31 $923k 6.2k 148.90
2021-12-31 $1.5M 11k 144.70