Bruce G. Allen Investments »

Wal-Mart Stores shares owned by Bruce G. Allen Investments

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Bruce G. Allen Investments from 13F filings

Historical chart of Bruce G. Allen Investments investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Bruce G. Allen Investments 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 Bruce G. Allen Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $266k 2.6k 103.06
2025-06-30 $198k 2.0k 97.78
2025-03-31 $145k 1.7k 87.79
2024-12-31 $196k 2.2k 90.35
2024-09-30 $186k 2.3k 80.75
2024-06-30 $187k 2.8k 67.71
2024-03-31 $184k 3.1k 60.17
2023-12-31 $172k 1.1k 157.65

More positions owned by Bruce G. Allen Investments

Ishares Msci Eafe Value Etf Etf (EFV)
Vanguard Value Etf Etf (VTV)
Schwab Fundamental International Equity Etf Etf (FNDF)
Schwab Fundamental U.s. Large Company Etf Etf (FNDX)
Schwab Us Dividend Equity Etf Etf (SCHD)
Vanguard Mid-cap Value Etf Etf (VOE)
Sprott Asset Management Lp Physical Gold Tr Cef (PHYS)
Ipath Bloomberg Commodity Index Total Return Etn Etf (DJP)
Apple Stock (AAPL)
Vanguard Russell 1000 Value Etf Etf (VONV)
Spdr S&p 500 Etf Trust Etf (SPY)
Pimco Rafi Esg U.s. Etf Etf (RAFE)
Ishares Russell 1000 Value Etf Etf (IWD)
Ge Aerospace Stock (GE)
Vanguard Small Cap Value Etf Etf (VBR)

View all positions for Bruce G. Allen Investments

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