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Wal-Mart Stores shares owned by Cascades Capital Asset Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Cascades Capital Asset Management from 13F filings

Historical chart of Cascades Capital Asset Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Cascades Capital Asset Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $720k 7.0k 103.05
2025-06-30 $667k 6.8k 97.78
2025-03-31 $563k 6.4k 87.78
2024-12-31 $470k 5.2k 90.36
2024-09-30 $416k 5.2k 80.76

More positions owned by Cascades Capital Asset Management

Vanguard S&P 500 ETF Equity (VOO)
Vanguard Dividend Appreciation ETF Equity (VIG)
Microsoft Corp Equity (MSFT)
Vanguard S&P 500 Value Equity (VOOV)
Apple Equity (AAPL)
Nvidia Corp Equity (NVDA)
Vanguard Growth ETF Equity (VUG)
Wisdomtree Floating Rate Treas. ETF Equity (USFR)
Vanguard Mid Cap Index ETF Equity (VO)
Alphabet Inc Class A Equity (GOOGL)
S P D R S&p 500 Etf Equity (SPY)
Vanguard International Divdend ETF Equity (VIGI)
I Shares MSCI USA Minimum Volatilty Equity (USMV)
I Shares 3-7 Year US Treas. ETF Equity (IEI)
Vanguard Value ETF Equity (VTV)

View all positions for Cascades Capital Asset Management

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