Carter Financial Group »

Wal-Mart Stores shares owned by Carter Financial Group

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

Historical chart of Carter Financial Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Carter Financial 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 Carter Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $820k 8.0k 103.05
2025-06-30 $905k 9.3k 97.78

More positions owned by Carter Financial Group

Berkshire Hathaway Inc Del Cl B New (BRK.B)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Amplify Etf Tr Blockchain Ldr (BLOK)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)
Amplify Etf Tr Cwp Enhanced Div (DIVO)
Apple (AAPL)
Dbx Etf Tr Xtrack Msci Eafe (DBEF)
NVIDIA Corporation (NVDA)
Pacer Fds Tr Us Small Cap Cas (CALF)
Neos Etf Trust Neos Enhcd Inme (BNDI)
Cambria Etf Tr Gbl Real Est Etf (BLDG)
Microsoft Corporation (MSFT)
Gabelli Etfs Trust Finl Svcs Opptys (GABF)
Palantir Technologies Cl A (PLTR)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Carter Financial Group

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