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Wal-Mart Stores shares owned by Aventura Private Wealth

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Aventura 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 Aventura Private Wealth

Quarter filed Position value Share count Share price at filing
2025-12-31 $2.0M 18k 111.41
2025-09-30 $1.1M 11k 103.06
2025-06-30 $1.5M 16k 97.78
2025-03-31 $769k 8.8k 87.79
2024-12-31 $732k 8.1k 90.35

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View all positions for Aventura Private Wealth

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores