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Wal-Mart Stores shares owned by Financial Synergies Wealth Advisors

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

Historical chart of Financial Synergies Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Financial Synergies Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $58k 967 60.15
2023-12-31 $16k 110 141.79
2023-09-30 $72k 447 160.11
2023-06-30 $70k 447 157.10
2023-03-31 $69k 470 147.52
2022-12-31 $16k 110 141.79

More positions owned by Financial Synergies Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr Eafe Grwth Etf (EFG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Vng Rus1000val (VONV)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust Us Small Cap Etf (DFAS)

View all positions for Financial Synergies 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