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Wal-Mart Stores shares owned by TL Private Wealth

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

Historical chart of TL Private Wealth investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by TL Private Wealth consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by TL Private Wealth

Quarter filed Position value Share count Share price at filing
2024-03-31 $216k 3.6k 59.79
2022-03-31 $304k 1.9k 156.94
2021-12-31 $265k 1.9k 137.02
2021-09-30 $287k 1.9k 148.55

More positions owned by TL Private Wealth

Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Mid Cap Etf (VO)
First Tr Exchange-traded Senior Ln Fd (FTSL)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
First Tr Exchange-traded Fst Low Oppt Eft (LMBS)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Spdr Ser Tr S&p Divid Etf (SDY)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Lockheed Martin Corporation (LMT)
First Tr Exchange-traded Cap Strength Etf (FTCS)

View all positions for TL Private Wealth

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