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Wal-Mart Stores shares owned by Heartwood Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Heartwood 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 Heartwood Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $242k 1.5k 157.65
2023-09-30 $219k 1.4k 159.93
2023-06-30 $215k 1.4k 157.18
2023-03-31 $202k 1.4k 147.45

More positions owned by Heartwood Wealth Advisors

Vanguard Large-cap Etf Etf (VV)
Vanguard Small-cap Etf Etf (VB)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Schwab Emerging Markets Equity Etf Etf (SCHE)
Vanguard Mid-cap Etf Etf (VO)
Invesco S&p Ultra Dividend Revenue Etf Etf (RDIV)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Vaneck Junior Gold Miners Etf Etf (GDXJ)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio Aggregate Bond Etf Etf (SPAB)
Ishares S&p Small-cap 600 Value Etf Etf (IJS)
Spdr Portfolio Short Term Treasury Etf Etf (SPTS)
Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Ishares Msci Eafe Etf Etf (EFA)

View all positions for Heartwood Wealth 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