Wal-Mart Stores shares owned by LWM Advisory Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by LWM Advisory Services
from 13F filings
Historical chart of LWM Advisory Services investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by LWM Advisory Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $222k | 2.2k | 102.98 |
| 2025-06-30 | $262k | 2.7k | 97.78 |
| 2025-03-31 | $253k | 2.9k | 88.24 |
| 2024-12-31 | $237k | 2.6k | 90.19 |
| 2024-09-30 | $208k | 2.6k | 80.75 |
| 2022-09-30 | $232k | 1.7k | 133.03 |
| 2022-03-31 | $248k | 1.7k | 150.12 |
| 2021-12-31 | $262k | 1.8k | 144.51 |