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Wal-Mart Stores shares owned by Atlantic Edge Private Wealth Management

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

Historical chart of Atlantic Edge Private Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Atlantic Edge Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $161k 2.0k 80.75
2024-06-30 $154k 2.3k 67.71
2024-03-31 $166k 2.8k 60.17
2023-12-31 $145k 919 157.74

More positions owned by Atlantic Edge Private Wealth Management

Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Msci Emrg Chn (EMXC)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Victory Portfolios Ii Core Intermediat (UITB)
Vaneck Etf Trust Fallen Angel Hg (ANGL)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Tr Core S&p500 Etf (IVV)
NVIDIA Corporation (NVDA)
Kla Corp Com New (KLAC)
Microsoft Corporation (MSFT)

View all positions for Atlantic Edge Private Wealth Management

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores