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Wal-Mart Stores shares owned by Fonville Wealth Management

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

Historical chart of Fonville Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Fonville 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 Fonville Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $427k 4.1k 103.06
2025-06-30 $416k 4.3k 97.78
2025-03-31 $354k 4.0k 89.48
2024-12-31 $351k 3.9k 90.40
2024-09-30 $325k 4.0k 80.75
2024-06-30 $226k 3.3k 67.71

More positions owned by Fonville Wealth Management

Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Us Eqt Etf (AVUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Dimensional Etf Trust Internatnal Val (DFIV)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
American Centy Etf Tr Intl Smcp Vlu (AVDV)

View all positions for Fonville Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
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Morgan Stanley
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Wal-Mart Stores