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Wal-Mart Stores shares owned by Capital Performance Advisors

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

Historical chart of Capital Performance Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Capital Performance Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $267k 4.4k 60.16
2023-12-31 $214k 1.4k 157.66
2023-09-30 $201k 1.3k 159.94

More positions owned by Capital Performance Advisors

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Dimensional Etf Trust Internatnal Val (DFIV)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Equity Etf (DFUS)
Microsoft Corporation (MSFT)
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Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Bd Index Fds Intermed Term (BIV)
Dimensional Etf Trust World Ex Us Core (DFAX)

View all positions for Capital Performance Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores