LAM
Lummis Asset Management’s Walmart WMT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $22.9K | Hold |
234
| – | – | 0.02% | 96 |
|
|
2025
Q1 | $20.5K | Hold |
234
| – | – | 0.01% | 100 |
|
|
2024
Q4 | $21.1K | Hold |
234
| – | – | 0.03% | 72 |
|
|
2024
Q3 | $18.9K | Hold |
234
| – | – | 0.02% | 81 |
|
|
2024
Q2 | $15.8K | Hold |
234
| – | – | 0.02% | 81 |
|
|
2024
Q1 | $14.1K | Buy |
234
+156
| +200% | +$9.39K | 0.02% | 89 |
|
|
2023
Q4 | $12.3K | Buy |
+78
| New | +$12.3K | 0.01% | 114 |
|