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Wal-Mart Stores shares owned by Lockerman Financial Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lockerman Financial Group from 13F filings

Historical chart of Lockerman Financial Group investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Lockerman Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Lockerman Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $551k 5.3k 103.06
2025-06-30 $541k 5.5k 97.54
2025-03-31 $492k 5.6k 87.79
2024-12-31 $473k 5.2k 90.35
2024-09-30 $430k 5.3k 80.75
2024-06-30 $353k 5.2k 67.71
2024-03-31 $315k 5.2k 60.17
2023-12-31 $279k 1.8k 157.65
2023-09-30 $274k 1.7k 159.93
2023-06-30 $279k 1.8k 157.18
2023-03-31 $259k 1.8k 147.45
2022-12-31 $212k 1.5k 141.79
2022-03-31 $250k 1.7k 149.16