Wal-Mart Stores shares owned by Lummis Asset Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lummis Asset Management
from 13F filings
Historical chart of Lummis Asset Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Lummis Asset Management consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Lummis Asset Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $24k | 234 | 103.06 |
| 2025-06-30 | $23k | 234 | 97.78 |
| 2025-03-31 | $21k | 234 | 87.79 |
| 2024-12-31 | $21k | 234 | 90.35 |
| 2024-09-30 | $19k | 234 | 80.75 |
| 2024-06-30 | $16k | 234 | 67.71 |
| 2024-03-31 | $14k | 234 | 60.17 |
| 2023-12-31 | $12k | 78 | 157.65 |