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Wal-Mart Stores shares owned by Custom Portfolio Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Custom Portfolio Group from 13F filings

Historical chart of Custom Portfolio Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-06-30 $5.1k 75 67.71
2024-03-31 $4.5k 75 60.37
2023-12-31 $4.0k 25 158.24

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iShares 0-3 Month Treasury Bond ETF Etf (SGOV)
Vanguard S&P 500 Index Fund ETF Etf
Schwab US Broad Market ETF Etf (SCHB)
iShares Gold Trust ETF Etf (IAU)
Vanguard Short-Term Treasury Index Fund ETF Etf (VGSH)
SPDR Gold Shares ETF Etf (GLD)
Vanguard Energy Index Fund ETF Etf (VDE)
Vanguard Inter-Term Treasury Bond Index ETF Etf (VGIT)
iShares Silver Trust ETF Etf (SLV)
iShares Emerging Markets Dividend ETF Etf (DVYE)
iShares Asia/Pacific Dividend ETF Etf (DVYA)
iShares Intl Select Dividend ETF Etf (IDV)
Vanguard US Multifactor Fund ETF Etf (VFMF)
Microsoft Corp Common Stock (MSFT)
ConocoPhillips Common Stock (COP)

View all positions for Custom Portfolio Group

Top funds holding Wal-Mart Stores

Vanguard Group
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State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
FMR
T. Rowe Price Associates
Fisher Investments
Northern Trust
Franklin Resources
State Farm Mutual Automobile Insurance Company
Legal & General Group
Ameriprise Financial
Jpmorgan Chase & Co

View all funds holding Wal-Mart Stores