Wal-Mart Stores shares owned by Lipe & Dalton
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lipe & Dalton
from 13F filings
Historical chart of Lipe & Dalton investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Lipe & Dalton
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $40k | 410 | 97.56 |
| 2025-03-31 | $36k | 410 | 87.80 |
| 2024-12-31 | $19k | 210 | 90.48 |
| 2024-09-30 | $53k | 660 | 80.30 |
| 2024-06-30 | $45k | 660 | 68.18 |
| 2024-03-31 | $40k | 660 | 60.61 |
| 2023-06-30 | $35k | 220 | 159.09 |
| 2023-03-31 | $32k | 220 | 145.45 |
| 2022-12-31 | $31k | 220 | 140.91 |
| 2022-09-30 | $29k | 220 | 131.82 |
| 2022-03-31 | $33k | 220 | 150.00 |
| 2021-12-31 | $43k | 296 | 145.27 |
| 2021-09-30 | $31k | 220 | 140.91 |
| 2021-06-30 | $31k | 220 | 140.91 |
| 2021-03-31 | $30k | 220 | 136.36 |
| 2020-12-31 | $32k | 220 | 145.45 |
| 2020-09-30 | $31k | 220 | 140.91 |
| 2020-03-31 | $25k | 220 | 113.64 |
| 2019-12-31 | $26k | 220 | 118.18 |
| 2019-09-30 | $44k | 370 | 118.92 |
| 2019-06-30 | $41k | 370 | 110.81 |