Birchwood Financial Partners »

Wal-Mart Stores shares owned by Birchwood Financial Partners

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

Historical chart of Birchwood Financial Partners investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Birchwood Financial Partners 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 Birchwood Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $51k 453 111.41

More positions owned by Birchwood Financial Partners

Ishares Esg Aware Msci Usa Etf Etf (ESGU)
Apple Stock (AAPL)
Schwab Fundamental International Equity Etf Etf (FNDF)
Pimco Active Bond Exchange-traded Fund Etf (BOND)
Vanguard S&p 500 Etf Etf (VOO)
Harbor Long-term Growers Etf Etf (WINN)
Microsoft Stock (MSFT)
Donaldson Stock (DCI)
Schwab Fundamental Emerging Markets Equity Etf Etf (FNDE)
Vanguard Ftse Developed Markets Etf Etf (VEA)
Ishares Esg Aware Msci Usa Small-cap Etf Etf (ESML)
Unitedhealth Group Stock (UNH)
Vanguard Extended Market Etf Etf (VXF)
Jpmorgan Diversified Return Emerging Markets Equity Etf Etf (JPEM)
Schwab U.s. Large-cap Growth Etf Etf (SCHG)

View all positions for Birchwood Financial Partners

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
Goldman Sachs Group
Franklin Resources
Charles Schwab Investment Management
Ameriprise Financial
Wells Fargo & Company
Ubs Global Asset Management Americas

View all funds holding Wal-Mart Stores