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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Quarterly reported holdings in Wal-Mart Stores by LPL Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $843M | 8.2M | 103.06 |
| 2025-06-30 | $759M | 7.8M | 97.78 |
| 2025-03-31 | $656M | 7.5M | 87.79 |
| 2024-12-31 | $616M | 6.8M | 90.35 |
| 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 |