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Wal-Mart Stores shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Capstone Wealth Management Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $489k 8.1k 60.17
2023-12-31 $333k 2.1k 157.62
2023-09-30 $359k 2.2k 159.90

More positions owned by Capstone Wealth Management Group

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Short Treas Bd (SHV)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Vanguard World Mega Grwth Ind (MGK)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Broadcom (AVGO)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr Ser Tr Portfolio Ln Tsr (SPTL)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Amazon (AMZN)
Microsoft Corporation (MSFT)
Spdr Ser Tr Portfolio Short (SPSB)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)

View all positions for Capstone Wealth Management Group

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Susquehanna International
Norges Bank Investment Management
Bank of America Corporation
CalPERS
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
Swiss National Bank
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores