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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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Lodestone 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 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