Dougherty Wealth Advisers »

Wal-Mart Stores shares owned by Dougherty Wealth Advisers

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

Historical chart of Dougherty Wealth Advisers investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Dougherty Wealth Advisers 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 Dougherty Wealth Advisers

Quarter filed Position value Share count Share price at filing
2026-03-31 $125k 1.0k 124.28

More positions owned by Dougherty Wealth Advisers

Vanguard Value Etf Etf (VTV)
Vanguard Growth Etf Etf (VUG)
Vanguard Mid-cap Value Etf Etf (VOE)
Vanguard S&p Small-cap 600 Growth Etf Etf (VIOG)
Vanguard Ftse Emerging Markets Etf Etf (VWO)
Fidelity Enhanced International Etf Etf (FENI)
Apple Stock (AAPL)
Invesco Qqq Trust Series I Etf (QQQ)
Ishares Core S&p Small Cap Etf Etf (IJR)
Ishares S&p 100 Etf Etf (OEF)
Microsoft Corp Stock (MSFT)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Jpmorgan Chase & Co Stock (JPM)
Vanguard High Dividend Yield Index Etf Etf (VYM)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)

View all positions for Dougherty Wealth Advisers

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores