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Wal-Mart Stores shares owned by Claris Financial

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

Historical chart of Claris Financial investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Claris Financial

Quarter filed Position value Share count Share price at filing
2025-06-30 $444k 4.5k 97.78
2025-03-31 $355k 3.9k 90.35
2024-12-31 $355k 3.9k 90.35

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First Trst Enhncd Shrt Mrty Etf Iv Uit Exchange Traded (FTSM)
Ft Rising Dividend Achievers Etf Uit Exchange Traded (RDVY)
Spdr S&p 500 Etf Uit Exchange Traded (SPY)
Us Treasury 3 Month Billetf Uit Exchange Traded (TBIL)
Ibm Corp Common Stock (IBM)
Jpmorgan Chase & Co Common Stock (JPM)

View all positions for Claris Financial

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