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Wal-Mart Stores shares owned by LLBH Private Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by LLBH Private Wealth Management from 13F filings

Historical chart of LLBH Private Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by LLBH Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-06-30 $1.9M 28k 67.71
2024-03-31 $1.6M 27k 60.17
2023-12-31 $1.4M 9.1k 157.65
2023-09-30 $1.5M 9.2k 159.93
2023-06-30 $1.1M 7.3k 147.44
2023-03-31 $1.1M 7.3k 147.44
2022-12-31 $1.0M 7.3k 141.79
2022-09-30 $921k 7.1k 129.74
2022-06-30 $872k 7.2k 121.63
2022-03-31 $1.1M 7.1k 148.98
2021-12-31 $2.0M 14k 144.43
2021-09-30 $1.1M 7.7k 139.33
2021-06-30 $1.0M 7.2k 141.03
2021-03-31 $952k 7.0k 135.83
2020-12-31 $983k 6.8k 144.09
2020-09-30 $980k 7.0k 139.96
2020-06-30 $849k 7.1k 119.81
2020-03-31 $793k 7.0k 113.66
2019-12-31 $828k 7.0k 118.81
2019-09-30 $827k 7.0k 118.67
2019-06-30 $768 1.6k 0.48
2019-03-31 $677k 6.9k 97.54
2018-12-31 $646k 6.9k 93.22
2018-09-30 $651k 6.9k 93.94
2018-06-30 $593k 6.9k 85.68
2018-03-31 $652k 7.3k 88.97
2017-12-31 $723k 7.3k 98.66
2017-09-30 $607k 7.8k 78.13
2017-06-30 $594k 7.8k 75.74
2017-03-31 $564k 7.8k 72.13
2016-12-31 $540k 7.8k 69.18
2016-09-30 $510k 7.1k 72.07
2016-06-30 $553k 7.6k 72.98
2016-03-31 $517k 7.6k 68.46
2015-12-31 $463k 7.5k 61.34