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Wal-Mart Stores shares owned by Jackson, Grant Investment Advisers

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Jackson, Grant Investment Advisers from 13F filings

Historical chart of Jackson, Grant Investment Advisers investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Jackson, Grant Investment Advisers consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Jackson, Grant Investment Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.0M 17k 60.17
2023-12-31 $894k 5.7k 157.66
2023-09-30 $907k 5.7k 159.94
2023-06-30 $900k 5.7k 157.17
2023-03-31 $837k 5.7k 147.46
2022-12-31 $786k 5.5k 141.79
2022-09-30 $718k 5.5k 129.63
2022-06-30 $673k 5.5k 121.57
2022-03-31 $824k 5.5k 148.90
2021-09-30 $784k 5.6k 139.30
2021-06-30 $804k 5.7k 141.05
2021-03-31 $770k 5.7k 135.83
2020-12-31 $775k 5.4k 144.11
2020-09-30 $752k 5.4k 139.88
2020-06-30 $644k 5.4k 119.86
2020-03-31 $636k 5.6k 113.57
2019-12-31 $665k 5.6k 118.86
2019-09-30 $748k 6.3k 118.64
2019-06-30 $696k 6.3k 110.53
2019-03-31 $612k 6.3k 97.47
2018-12-31 $584k 6.3k 93.14
2018-09-30 $559k 6.0k 93.90
2018-06-30 $507k 5.9k 85.61
2018-03-31 $541k 6.1k 88.97
2017-12-31 $612k 6.2k 98.82
2017-09-30 $484k 6.2k 78.15
2017-06-30 $174k 2.3k 75.55
2017-03-31 $179k 2.5k 72.06
2016-12-31 $299k 4.3k 69.20
2016-09-30 $406k 5.6k 72.20
2016-06-30 $261k 3.6k 73.01
2016-03-31 $242k 3.5k 68.59
2015-12-31 $215k 3.5k 61.27

More positions owned by Jackson, Grant Investment Advisers

Spdr S&p 500 Etf Tr Tr Unit (SPY)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Mid Cap Etf (VO)
Microsoft Corporation (MSFT)
Invesco Exch Traded Fd Tr Ii S&p500 Low Vol (SPLV)
Abbvie (ABBV)
Procter & Gamble Company (PG)
Ishares Tr Select Divid Etf (DVY)
Ishares Tr Pfd And Incm Sec (PFF)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p500 Etf (IVV)
Select Sector Spdr Tr Sbi Cons Discr (XLY)

View all positions for Jackson, Grant Investment Advisers

Top funds holding Wal-Mart Stores

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View all funds holding Wal-Mart Stores