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Wal-Mart Stores shares owned by Epic Trust Investment Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Epic Trust Investment Advisors from 13F filings

Historical chart of Epic Trust Investment Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Epic Trust Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Epic Trust Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $492k 7.3k 67.71
2024-03-31 $364k 6.1k 60.17
2023-12-31 $244k 1.5k 157.60
2023-09-30 $221k 1.4k 159.87
2023-03-31 $455k 3.1k 147.50
2022-09-30 $273k 2.1k 129.94
2022-06-30 $244k 2.0k 121.51
2022-03-31 $261k 1.8k 148.89

More positions owned by Epic Trust Investment Advisors

Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Rus 1000 Grw Etf (IWF)
Spdr Ser Tr Bloomberg Sht Te (SJNK)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
First Tr Exchng Traded Fd Vi Ft Vest Us Eqt (FAPR)
Apple (AAPL)
Vaneck Etf Trust Semiconductr Etf (SMH)
Alphabet Cap Stk Cl A (GOOGL)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Powershares Actively Managed Ultra Shrt Dur (GSY)
Spdr Ser Tr Portfolio S&p500 (SPLG)
NVIDIA Corporation (NVDA)
UnitedHealth (UNH)

View all positions for Epic Trust Investment Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
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BlackRock
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Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Fisher Investments
Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Wal-Mart Stores