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Wal-Mart Stores shares owned by Lord & Richards Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lord & Richards Wealth Management from 13F filings

Historical chart of Lord & Richards Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Lord & Richards 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 Lord & Richards Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.7M 17k 103.06
2025-06-30 $1.5M 15k 97.78
2025-03-31 $1.1M 13k 87.79
2024-12-31 $716k 7.9k 90.35

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Etf Ser Solutions Aptus Collrd Inv (ACIO)
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Bondbloxx Etf Trust Bondbloxx Privat (PCMM)
Quanta Services (PWR)
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Visa Com Cl A (V)

View all positions for Lord & Richards Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
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Morgan Stanley
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Wal-Mart Stores