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Wal-Mart Stores shares owned by BCU Wealth Advisors

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

Historical chart of BCU Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by BCU Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $307k 3.0k 103.06
2025-06-30 $290k 3.0k 97.78
2025-03-31 $218k 2.5k 87.80
2024-12-31 $224k 2.5k 90.34
2024-09-30 $200k 2.5k 80.74

More positions owned by BCU Wealth Advisors

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust Short Duration F (DFSD)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Core Fixed Incom (DFCF)
Ishares Tr Core Total Usd (IUSB)
Dimensional Etf Trust Inflation Prote (DFIP)
Ishares Tr Core S&p500 Etf (IVV)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)

View all positions for BCU Wealth Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
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

View all funds holding Wal-Mart Stores