Compass Financial Management »

Wal-Mart Stores shares owned by Compass Financial Management

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

Historical chart of Compass Financial Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Compass Financial Management 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 Compass Financial Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $1.9M 17k 111.94

More positions owned by Compass Financial Management

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Apple (AAPL)
Technology SPDR (XLK)
Spdr S&p 500 Etf (SPY)
Janus Detroit Str Tr (JAAA)
Invesco Qqq Trust Series 1 (QQQ)
Palantir Technologies Inclass A Com Cl A (PLTR)
SPDR DJ Wilshire Large Cap Growth (SPYG)
Vanguard S&p 500 Etf idx (VOO)
Amazon (AMZN)
Alphabet Inc Class A Com Cl A (GOOGL)
Alphabet Inc Class C Com Cl C (GOOG)
Vanguard High Dividend Yield ETF (VYM)
Meta Platforms Inc Class A Com Cl A (META)

View all positions for Compass Financial Management

Top funds holding Wal-Mart Stores

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Invesco
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Northern Trust
Fisher Investments
State Farm Mutual Automobile Insurance Company
FMR
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Wal-Mart Stores