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Wal-Mart Stores shares owned by Wellspring Financial Advisors

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

Historical chart of Wellspring Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Wellspring Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $396k 6.6k 60.17
2023-09-30 $212k 1.3k 159.91

More positions owned by Wellspring Financial Advisors

Ishares S&p 500 Index Core S&p500 Etf (IVV)
Vanguard Total Stk Mkt Total Stk Mkt (VTI)
Vanguard High Dividend Yield High Div Yld (VYM)
Ishares Core Msci Eafe Etf Core Msci Eafe (IEFA)
Goldman Sachs Physical Gold Etf Unit
Ishares Russell 1000 Growth Etf Rus 1000 Grw Etf (IWF)
Consumer Discretionary Sel Sector Spdr Sbi Cons Discr (XLY)
Vanguard Value Etf Value Etf (VTV)
Spdr S&p 500 Etf Trust Tr Unit (SPY)
Ishares Core Msci Emerging Markets Etf Core Msci Emkt (IEMG)
Ishares 0-3 Month Treasury Bond Etf 0-3 Mnth Treasry (SGOV)
Ishares S&p North Amer Tech-software Expanded Tech (IGV)
Spdr S&p Midcap 400 Etf Trust Utser1 S&pdcrp (MDY)
Ishares 7-10 Year Treasury Bond Etf 7-10 Yr Trsy Bd (IEF)
Ishares S&p Smallcap 600 Etf Core S&p Scp Etf (IJR)

View all positions for Wellspring Financial Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Ameriprise Financial
Legal & General Group
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores