Wal-Mart Stores shares owned by Lyell Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lyell Wealth Management
from 13F filings
Historical chart of Lyell Wealth Management investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Lyell Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $12M | 120k | 103.06 |
| 2025-06-30 | $12M | 119k | 97.78 |
| 2025-03-31 | $9.1M | 104k | 87.79 |
| 2024-12-31 | $8.5M | 94k | 90.35 |
| 2024-09-30 | $6.7M | 83k | 80.75 |
| 2024-06-30 | $5.0M | 74k | 67.71 |
| 2024-03-31 | $349k | 5.8k | 60.17 |
| 2023-12-31 | $246k | 1.6k | 157.65 |
| 2023-09-30 | $244k | 1.5k | 159.93 |
| 2023-06-30 | $240k | 1.5k | 157.18 |
| 2023-03-31 | $226k | 1.5k | 147.45 |
| 2022-12-31 | $217k | 1.5k | 141.79 |
| 2022-03-31 | $230k | 1.5k | 149.16 |
| 2021-12-31 | $215k | 1.5k | 145.37 |
| 2021-09-30 | $201k | 1.4k | 139.49 |
| 2021-06-30 | $203k | 1.4k | 140.87 |