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Wal-Mart Stores shares owned by LPL Financial

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by LPL Financial

Quarter filed Position value Share count Share price at filing
2024-09-30 $509M 6.3M 80.75
2024-06-30 $405M 6.0M 67.71
2024-03-31 $336M 5.6M 60.17
2023-09-30 $265M 1.7M 159.93
2023-06-30 $243M 1.5M 157.18
2023-03-31 $214M 1.5M 147.45
2022-12-31 $199M 1.4M 141.79
2022-09-30 $178M 1.4M 129.70
2022-06-30 $169M 1.4M 121.58
2022-03-31 $194M 1.3M 148.92
2021-12-31 $183M 1.3M 144.69
2021-09-30 $161M 1.2M 139.38
2021-06-30 $153M 1.1M 141.02
2021-03-31 $145M 1.1M 135.83
2020-12-31 $135M 936k 144.15
2020-09-30 $116M 828k 139.91
2020-06-30 $98M 816k 119.78
2020-03-31 $83M 730k 113.62
2019-12-31 $84M 703k 118.84
2019-09-30 $76M 641k 118.68
2019-06-30 $68M 614k 110.49
2019-03-31 $48M 493k 97.53
2018-12-31 $43M 463k 93.15
2018-09-30 $41M 431k 93.91
2018-06-30 $43M 505k 85.65
2018-03-31 $45M 501k 88.97
2017-12-31 $32M 322k 98.75
2017-09-30 $21M 273k 78.14
2017-06-30 $19M 255k 75.68
2017-03-31 $1.5M 21k 71.86
2016-12-31 $486k 7.1k 68.63
2016-09-30 $523k 7.3k 71.75
2016-06-30 $509k 6.9k 73.74
2016-03-31 $34M 501k 68.64
2015-12-31 $32M 501k 62.92
2015-09-30 $11M 171k 65.87
2015-06-30 $11M 151k 72.52
2015-03-31 $10M 124k 80.71
2014-12-31 $13M 147k 85.88
2014-09-30 $11M 147k 76.12
2014-06-30 $12M 154k 75.07
2014-03-31 $18M 240k 76.43
2013-12-31 $19M 236k 78.69
2013-09-30 $18M 234k 74.68
2013-06-30 $17M 230k 74.49
2012-12-31 $17M 250k 69.24
2012-09-30 $20M 266k 73.80
2011-09-30 $13M 258k 51.90