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Wal-Mart Stores shares owned by Ethos Financial Group

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

Historical chart of Ethos Financial Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Ethos Financial Group

Quarter filed Position value Share count Share price at filing
2023-12-31 $785k 4.9k 159.55
2023-09-30 $979k 6.1k 160.87
2023-06-30 $1.0M 7.0k 148.69
2023-03-31 $1.0M 7.0k 148.69
2022-12-31 $882k 6.1k 143.82

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Schwab US Broad Market ETF Etf (SCHB)
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Vaneck Morningstar Wide Moat ETF Etf (MOAT)
Schwab US Large Cap ETF Etf (SCHX)
Abrdn Physical Gold Shares ETF Etf (SGOL)
Schwab US Large Cap Growth ETF Etf (SCHG)
iShares TIPS Bond ETF Etf (TIP)
iShares 0-5 Year TIPS Bond ETF Etf (STIP)
Schwab US Large Cap Value ETF Etf (SCHV)
Apple (AAPL)
iShares Short Treasury Bond ETF Etf (SHV)
Schwab Fundamental Inl Large Com ETF Etf (FNDF)
Wisdomtree Managed Futures Strat ETF Etf (WTMF)
iShares 20 PLS Year Treasury BND ETF Etf (TLT)
SPDR S&P 500 Growth ETF Etf (SPYG)

View all positions for Ethos Financial Group

Top funds holding Wal-Mart Stores

Vanguard Group
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T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Fisher Investments
Wells Fargo & Company
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View all funds holding Wal-Mart Stores