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Wal-Mart Stores shares owned by Cherry Tree Wealth Management

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

Historical chart of Cherry Tree Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Cherry Tree Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $243k 4.0k 60.17
2023-12-31 $209k 1.3k 157.66
2023-09-30 $212k 1.3k 159.94
2023-06-30 $208k 1.3k 157.19

More positions owned by Cherry Tree Wealth Management

Spdr Ser Tr Portfolio Intrmd (SPIB)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Spdr Ser Tr Portfolio Short (SPSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p500 Etf (IVV)
Spdr Ser Tr Bloomberg Invt (FLRN)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Vanguard Malvern Fds Strm Infproidx (VTIP)

View all positions for Cherry Tree Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores