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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

Tip: Access up to 7 years of quarterly data

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

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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
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