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Wal-Mart Stores shares owned by OneAscent Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $443k 7.4k 60.20
2023-12-31 $393k 2.5k 158.09
2023-09-30 $390k 2.4k 159.84
2021-03-31 $890k 6.6k 135.79
2020-12-31 $785k 5.4k 144.22

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Unified Ser Tr Oneascent Intl (OAIM)
Unified Ser Tr Oneascent Large (OALC)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Unified Ser Tr Oneascent Emgrg (OAEM)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Timothy Plan Hig Dv Stk Etf (TPHD)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Southern Company (SO)
Us Bancorp Del Com New (USB)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
Microsoft Corporation (MSFT)
Ishares Tr Iboxx Inv Cp Etf (LQD)

View all positions for OneAscent Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Charles Schwab Investment Management
Bank of New York Mellon
Wells Fargo & Company
Nuveen Asset Management
Susquehanna International

View all funds holding Wal-Mart Stores