Consilio Wealth Advisors »

Wal-Mart Stores shares owned by Consilio Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Consilio Wealth Advisors from 13F filings

Historical chart of Consilio Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Consilio Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $230k 3.8k 60.17

More positions owned by Consilio Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Ishares Tr Core Div Grwth (DGRO)
Ishares Tr Eafe Grwth Etf (EFG)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p Scp Etf (IJR)
Amazon (AMZN)
Ishares Tr Rus 1000 Etf (IWB)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Sbi Healthcare (XLV)
Pimco Etf Tr 25yr+ Zero U S (ZROZ)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Consilio Wealth Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Charles Schwab Investment Management
Bank of New York Mellon
Wells Fargo & Company
Nuveen Asset Management
Susquehanna International

View all funds holding Wal-Mart Stores