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Wal-Mart Stores shares owned by Connecticut Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Connecticut 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 Connecticut Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $674k 4.3k 157.64
2023-09-30 $429k 2.7k 159.91
2023-06-30 $418k 2.7k 157.18
2023-03-31 $395k 2.7k 147.45

More positions owned by Connecticut Wealth Management

Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr Core S&p Scp Etf (IJR)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Specialized Funds Div App Etf (VIG)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Core Msci Emkt (IEMG)
Invesco Qqq Tr Unit Ser 1 (QQQ)

View all positions for Connecticut Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
State Farm Mutual Automobile Insurance Company
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon
Fisher Investments
Wells Fargo & Company
Royal Bank of Canada
Alliancebernstein
CalPERS

View all funds holding Wal-Mart Stores