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Wal-Mart Stores shares owned by Richard Bernstein Advisors

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

Historical chart of Richard Bernstein Advisors investment in Wal-Mart Stores

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All positions including Wal-Mart Stores held by Richard Bernstein Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Richard Bernstein Advisors

Quarter filed Position value Share count Share price at filing
2023-09-30 $4.5M 28k 159.93
2023-06-30 $7.0M 45k 157.18
2023-03-31 $6.6M 45k 147.45
2022-12-31 $6.3M 45k 141.79
2022-09-30 $5.8M 45k 129.70
2022-06-30 $5.4M 45k 121.59
2022-03-31 $6.6M 45k 148.90
2021-12-31 $6.4M 45k 144.68
2021-09-30 $6.2M 45k 139.38
2021-06-30 $5.9M 42k 140.98
2021-03-31 $5.7M 42k 135.79
2020-12-31 $6.0M 42k 144.14
2020-09-30 $5.8M 42k 139.91
2020-06-30 $5.0M 42k 119.77
2020-03-31 $7.1M 63k 113.77
2019-12-31 $7.5M 63k 118.82
2019-09-30 $7.4M 63k 118.66
2019-06-30 $6.9M 63k 110.48
2019-03-31 $8.4M 86k 97.53
2018-12-31 $2.1M 22k 93.16
2018-09-30 $2.1M 22k 93.92
2018-06-30 $1.9M 22k 85.66
2018-03-31 $1.8M 20k 88.95
2017-12-31 $2.0M 20k 98.77
2017-09-30 $1.2M 15k 78.13
2017-06-30 $1.1M 15k 75.71
2017-03-31 $1.1M 15k 72.08
2016-12-31 $2.9M 42k 69.12
2016-09-30 $3.0M 42k 72.11
2016-06-30 $3.1M 42k 73.02
2016-03-31 $2.9M 42k 68.50
2015-12-31 $5.0M 82k 61.29
2015-09-30 $5.3M 82k 64.83
2015-06-30 $5.8M 82k 70.93
2015-03-31 $6.1M 74k 82.26
2014-12-31 $6.3M 74k 85.88
2014-09-30 $5.6M 74k 76.48
2014-06-30 $5.5M 74k 75.06
2014-03-31 $5.2M 68k 76.43
2013-12-31 $4.1M 53k 78.70
2013-09-30 $2.8M 38k 73.95
2013-06-30 $2.8M 38k 74.48
2013-03-31 $2.3M 31k 74.82
2012-09-30 $2.2M 29k 73.80
2012-06-30 $2.0M 29k 69.71
2012-03-31 $1.8M 29k 61.21
2011-12-31 $1.7M 29k 59.75

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Spdr Ser Tr Portfolio S&p600 (SPSM)
J P Morgan Exchange Traded F Betabuldrs Japan (BBJP)
Spdr Ser Tr Portfolio Sh Tsr (SPTS)
Kraneshares Tr Quadrtc Int Rt (IVOL)

View all positions for Richard Bernstein Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores