Wal-Mart Stores shares owned by Live Oak Private Wealth
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Live Oak Private Wealth
from 13F filings
Historical chart of Live Oak Private Wealth investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Live Oak Private Wealth
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.3M | 22k | 103.06 |
| 2025-06-30 | $2.2M | 22k | 97.78 |
| 2025-03-31 | $1.9M | 22k | 87.79 |
| 2024-12-31 | $2.0M | 22k | 90.35 |
| 2024-09-30 | $1.8M | 23k | 80.75 |
| 2024-06-30 | $1.5M | 23k | 67.71 |
| 2024-03-31 | $1.5M | 24k | 60.17 |
| 2023-12-31 | $1.3M | 8.5k | 157.65 |
| 2023-09-30 | $1.4M | 8.8k | 159.93 |
| 2023-06-30 | $1.4M | 9.1k | 157.18 |
| 2023-03-31 | $1.3M | 8.5k | 147.45 |
| 2022-12-31 | $1.2M | 8.6k | 141.79 |
| 2022-09-30 | $1.1M | 8.6k | 129.74 |
| 2022-06-30 | $1.0M | 8.5k | 121.62 |
| 2022-03-31 | $1.3M | 8.9k | 148.89 |
| 2021-12-31 | $1.1M | 7.8k | 144.68 |
| 2021-09-30 | $1.1M | 7.8k | 139.44 |
| 2021-06-30 | $1.0M | 7.2k | 140.98 |
| 2021-03-31 | $971k | 7.1k | 135.88 |
| 2020-12-31 | $1.0M | 7.2k | 144.21 |
| 2020-09-30 | $945k | 6.8k | 139.94 |
| 2020-06-30 | $810k | 6.8k | 119.77 |
| 2020-03-31 | $689k | 6.1k | 113.64 |
| 2019-12-31 | $691k | 5.8k | 118.87 |