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Wal-Mart Stores shares owned by Francis Financial

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

Historical chart of Francis Financial investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Francis Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $292k 2.6k 111.43
2025-09-30 $2.2M 2.6k 845.90
2025-06-30 $238k 2.4k 98.06
2024-09-30 $237k 2.9k 80.74

More positions owned by Francis Financial

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Bd Index Fds Intermed Term (BIV)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust International (DFSI)
Vanguard Index Fds Growth Etf (VUG)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Meta Platforms Cl A (META)
Vanguard Admiral Fds Midcp 400 Idx (IVOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Ny Tax Free Fds Tax Exempt Bd (MUNY)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Ishares Tr Usd Grn Bond Etf (BGRN)
Ishares Tr Esg Msci Kld 400 (DSI)
Ishares Tr Esg Awre 1 5 Yr (SUSB)

View all positions for Francis Financial

Top funds holding Wal-Mart Stores

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Goldman Sachs Group
Franklin Resources
Charles Schwab Investment Management
Ameriprise Financial
Wells Fargo & Company

View all funds holding Wal-Mart Stores