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Wal-Mart Stores shares owned by Cherrydale Wealth Management

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

Historical chart of Cherrydale Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Cherrydale Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $321k 2.9k 111.40
2025-09-30 $297k 2.9k 103.05
2025-06-30 $282k 2.9k 97.77
2025-03-31 $249k 2.8k 87.78
2024-12-31 $260k 2.9k 90.34
2024-09-30 $232k 2.9k 80.74

More positions owned by Cherrydale Wealth Management

Vanguard Index Fds Total Stk Mkt (VTI)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Ishares Tr Core S&p Ttl Stk (ITOT)
Dimensional Etf Trust World Ex Us Core (DFAX)
Vanguard Scottsdale Fds Vng Rus1000idx (VONE)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Core Msci Total (IXUS)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Pimco Etf Tr Multisector Bd (PYLD)
Apple (AAPL)
Ishares Tr Rus 1000 Etf (IWB)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Real Estate Etf (VNQ)
Microsoft Corporation (MSFT)

View all positions for Cherrydale Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Norges Bank Investment Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Franklin Resources
Charles Schwab Investment Management
Ameriprise Financial
Wells Fargo & Company

View all funds holding Wal-Mart Stores