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Wal-Mart Stores shares owned by WorthPointe

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

Historical chart of WorthPointe investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by WorthPointe

Quarter filed Position value Share count Share price at filing
2023-12-31 $288k 1.8k 157.65
2023-09-30 $303k 1.9k 159.93
2023-06-30 $255k 1.6k 157.18
2023-03-31 $207k 1.4k 147.45
2022-03-31 $201k 1.4k 148.67

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Top funds holding Wal-Mart Stores

Vanguard Group
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FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Ameriprise Financial
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