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Wal-Mart Stores shares owned by Forza Wealth Management

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

Historical chart of Forza Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Forza 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 Forza Wealth Management

Quarter filed Position value Share count Share price at filing
2024-03-31 $274k 4.6k 60.17
2023-12-31 $239k 1.5k 157.65
2023-09-30 $243k 1.5k 159.93
2023-06-30 $252k 1.6k 157.18
2023-03-31 $222k 1.5k 147.45
2022-12-31 $213k 1.5k 141.79

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View all positions for Forza Wealth Management

Top funds holding Wal-Mart Stores

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Franklin Resources
Legal & General Group
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Bank of New York Mellon
Wells Fargo & Company
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View all funds holding Wal-Mart Stores