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Wal-Mart Stores shares owned by Kingswood Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $3.2M 53k 60.17
2023-12-31 $2.6M 17k 157.65
2023-09-30 $2.6M 5.2k 496.83
2023-06-30 $1.4M 1.4M 1.00

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View all positions for Kingswood 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