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
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Quarterly reported holdings in Wal-Mart Stores by Lyell Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 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 |