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Wal-Mart Stores shares owned by Fermata Advisors

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

Historical chart of Fermata Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Fermata Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $236k 3.9k 60.16
2023-12-31 $495k 3.1k 157.63
2023-09-30 $359k 2.2k 160.20

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View all positions for Fermata Advisors

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