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Wal-Mart Stores shares owned by LJI Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2023-09-30 $324k 2.0k 159.93
2023-06-30 $298k 1.9k 157.18
2023-03-31 $287k 1.9k 147.45
2022-12-31 $276k 1.9k 141.79

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Ishares Tr Fltg Rate Nt Etf (FLOT)
Ishares Tr Russell 2000 Etf (IWM)
Vanguard Index Fds Total Stk Mkt (VTI)
Apple Put Option (AAPL)
Amplify Etf Tr High Income (YYY)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus Mid Cap Etf (IWR)
Vanguard Scottsdale Fds Vng Rus2000grw (VTWG)
Vanguard Admiral Fds Midcp 400 Grth (IVOG)
Invesco Exchange Traded Fd T Dorsey Wright Mo (PDP)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
JPMorgan Chase & Co. (JPM)

View all positions for LJI Wealth Management

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