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Wal-Mart Stores shares owned by Litman Gregory Asset Management

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

Historical chart of Litman Gregory Asset Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Litman Gregory 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 Litman Gregory Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 2.7k 103.06
2025-06-30 $272k 2.8k 97.78
2025-03-31 $222k 2.5k 87.79
2024-12-31 $228k 2.5k 90.35
2024-09-30 $204k 2.5k 80.75
2021-03-31 $4.0k 30 133.33
2020-12-31 $4.0k 30 133.33
2020-09-30 $9.0k 61 147.54
2020-06-30 $4.0k 30 133.33
2020-03-31 $3.0k 30 100.00
2019-12-31 $8.0k 70 114.29
2019-09-30 $22k 182 120.88
2019-06-30 $37k 334 110.78
2018-03-31 $62k 700 88.57