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Wal-Mart Stores shares owned by Cape Ann Savings Bank

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cape Ann Savings Bank from 13F filings

Historical chart of Cape Ann Savings Bank investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Cape Ann Savings Bank consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Cape Ann Savings Bank

Quarter filed Position value Share count Share price at filing
2024-09-30 $800k 9.9k 80.75
2024-06-30 $271k 4.0k 67.71
2011-09-30 $218k 4.2k 52.20
2011-06-30 $376k 7.1k 52.85
2011-03-31 $431k 8.3k 52.05

More positions owned by Cape Ann Savings Bank

Ishares Core S&p Mid-cap 400 Etf Exchange Traded Fund (IJH)
Ishares International Equity ETF (EFA)
Ishares S&p 500 Exchange Traded Fund (IVV)
Vanguard Short Term Treasury Etf Fixed Income ETF (VGSH)
Apple Common Stock (AAPL)
Ishares Gold Tr Exchange Traded Fund (IAU)
Microsoft Corp Common Stock (MSFT)
Alphabet Common Stock (GOOGL)
Ishares Core S&p Small-cap Etf Exchange Traded Fund (IJR)
Applied Materials Common Stock (AMAT)
Amazon.com Common Stock (AMZN)
Procter & Gamble Common Stock (PG)
Johnson & Johnson Common Stock (JNJ)
Pepsico Common Stock (PEP)
Select Sector Spdr Tr Common Stock (XLK)

View all positions for Cape Ann Savings Bank

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores