Capstone Wealth Management Group »

Wal-Mart Stores shares owned by Capstone Wealth Management Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Capstone Wealth Management Group from 13F filings

Historical chart of Capstone Wealth Management Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Capstone Wealth Management Group 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 Capstone Wealth Management Group

Quarter filed Position value Share count Share price at filing
2024-12-31 $697k 7.7k 90.35
2024-09-30 $644k 8.0k 80.75
2024-06-30 $539k 8.0k 67.71
2024-03-31 $489k 8.1k 60.17
2023-12-31 $333k 2.1k 157.62
2023-09-30 $359k 2.2k 159.90

More positions owned by Capstone Wealth Management Group

Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Ishares Tr Short Treas Bd (SHV)
Invesco Actively Managed Exc Ultra Shrt Dur (GSY)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr Ser Tr Portfolio Ln Cor (SPLB)
Broadcom (AVGO)
Ishares Tr TRS FLT RT BD (TFLO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amazon (AMZN)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Spdr Ser Tr S&p Divid Etf (SDY)
Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Select Sector Spdr Tr Sbi Cons Stpls (XLP)
Vanguard World Mega Grwth Ind (MGK)

View all positions for Capstone Wealth Management Group

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
T. Rowe Price Associates
Fisher Investments
Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Legal & General Group
Jpmorgan Chase & Co
Ameriprise Financial
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores