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
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All positions including Wal-Mart Stores held by LLBH Private Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by LLBH Private Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $7.9M | 76k | 103.06 |
| 2025-06-30 | $8.8M | 90k | 97.78 |
| 2025-03-31 | $2.5M | 28k | 87.79 |
| 2024-12-31 | $2.5M | 28k | 90.35 |
| 2024-09-30 | $2.3M | 28k | 80.75 |
| 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 |
More positions owned by LLBH Private Wealth Management
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