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Wal-Mart Stores shares owned by E&R Wealth Management

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

Historical chart of E&R Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by E&R 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 E&R Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $242k 2.1k 113.23

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Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
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Berkshire Hathaway Inc Del Cl B New (BRK.B)
Apple (AAPL)
Coca-Cola Company (KO)
Wal-Mart Stores (WMT)

View all positions for E&R Wealth Management

Top funds holding Wal-Mart Stores

California State Teachers Retirement System
BlackRock
Vanguard Capital Management
State Street Corporation
Invesco
Geode Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company

View all funds holding Wal-Mart Stores