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Wal-Mart Stores shares owned by Capstone Financial Advisors

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

Historical chart of Capstone Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Capstone Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 32k 103.06
2025-06-30 $3.1M 32k 97.78
2025-03-31 $2.9M 33k 87.79
2024-12-31 $3.5M 39k 90.35

More positions owned by Capstone Financial Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Flexshares Tr Stoxx Globr Inf (NFRA)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Ishares Tr Core Msci Total (IXUS)
Dimensional Etf Trust World Ex Us Core (DFAX)
McDonald's Corporation (MCD)
Ishares Tr Rus 1000 Grw Etf (IWF)
Vanguard Charlotte Fds Total Int Bd Etf (BNDX)
Flexshares Tr Mornstar Usmkt (TILT)
Flexshares Tr M Star Dev Mkt (TLTD)
Apple (AAPL)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Capstone Financial 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