Aegis Wealth Management »

Wal-Mart Stores shares owned by Aegis Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Aegis Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $692k 6.2k 111.41

More positions owned by Aegis Wealth Management

Northern Lts Fd Tr Iii Hcm Defnd 100 (QQH)
Northern Lts Fd Tr Iii Hcm Defen 500 (LGH)
Spdr Series Trust State Street Spd (CWB)
Pimco Etf Tr Ultra Short Govt (BILZ)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Eli Lilly & Co. (LLY)
Aim Etf Products Trust Allianzim Us Equ (DECU)
Aim Etf Products Trust Allianzim Us Equ (JANW)
Direxion Shs Etf Tr Direxion Hcm (HCMT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Ishares Tr S&p 500 Grwt Etf (IVW)
Lowe's Companies (LOW)
O'reilly Automotive (ORLY)
Aim Etf Products Trust Allianzim Us (SIXF)
Simplify Exchange Traded Fun Short Term Trea (TUA)

View all positions for Aegis Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Norges Bank Investment Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Franklin Resources
Charles Schwab Investment Management
Ameriprise Financial
Wells Fargo & Company

View all funds holding Wal-Mart Stores