Wal-Mart Stores shares owned by Lokken Investment Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lokken Investment Group
from 13F filings
Historical chart of Lokken Investment Group investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Lokken Investment Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.4M | 24k | 103.06 |
| 2025-06-30 | $2.4M | 24k | 97.78 |
| 2025-03-31 | $2.1M | 23k | 87.79 |
| 2024-12-31 | $2.3M | 25k | 90.35 |
| 2024-09-30 | $2.2M | 27k | 80.75 |
| 2024-06-30 | $1.7M | 25k | 67.71 |
| 2024-03-31 | $1.4M | 23k | 60.17 |
| 2023-12-31 | $1.2M | 7.4k | 157.64 |
| 2023-09-30 | $1.1M | 7.0k | 159.92 |
| 2023-06-30 | $1.1M | 7.0k | 157.18 |
| 2023-03-31 | $923k | 6.3k | 147.46 |
| 2022-12-31 | $813k | 5.7k | 141.79 |
| 2022-09-30 | $741k | 5.7k | 129.73 |
| 2022-06-30 | $686k | 5.6k | 121.59 |
| 2022-03-31 | $836k | 5.5k | 152.92 |
| 2021-12-31 | $843k | 5.8k | 144.62 |
| 2021-09-30 | $795k | 5.7k | 139.40 |
| 2021-06-30 | $776k | 5.5k | 140.96 |
| 2021-03-31 | $712k | 5.2k | 135.75 |
| 2020-12-31 | $756k | 5.2k | 144.16 |
| 2012-03-31 | $712k | 5.2k | 135.75 |