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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All positions including Wal-Mart Stores held by Lodestone Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in Wal-Mart Stores by Lodestone Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 |
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