Wal-Mart Stores shares owned by Lodestone Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lodestone Wealth Management
from 13F filings
Historical chart of Lodestone Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Lodestone Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $672k | 6.5k | 103.06 |
| 2025-06-30 | $629k | 6.4k | 97.78 |
| 2025-03-31 | $588k | 6.7k | 87.79 |
| 2024-12-31 | $584k | 6.5k | 90.35 |
| 2024-09-30 | $500k | 6.2k | 80.75 |
| 2024-06-30 | $367k | 5.4k | 67.71 |
| 2024-03-31 | $320k | 5.3k | 60.17 |
| 2023-12-31 | $281k | 1.8k | 157.67 |
| 2023-09-30 | $285k | 1.8k | 159.95 |
| 2023-06-30 | $286k | 1.8k | 157.17 |
| 2023-03-31 | $276k | 1.9k | 147.44 |
| 2022-12-31 | $266k | 1.9k | 141.82 |
More positions owned by Lodestone Wealth Management
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