Global Wealth Management »

Wal-Mart Stores shares owned by Global Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Global Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 2.4k 103.06
2025-06-30 $229k 2.4k 95.76
2025-03-31 $209k 2.4k 87.78

More positions owned by Global Wealth Management

J P Morgan Exchange Traded F Ultra Sht Muncpl (JMST)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Mcp Etf (IJH)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard World Inf Tech Etf (VGT)
Johnson & Johnson (JNJ)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Global Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
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