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Wal-Mart Stores shares owned by Goldstein Advisors

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

Historical chart of Goldstein Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Goldstein Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $283k 3.5k 80.75
2024-06-30 $229k 3.4k 67.71
2022-12-31 $862k 6.1k 141.80

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J P Morgan Exchange Traded F Active Growth (JGRO)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Victory Portfolios Ii Core Intrmediate (UBND)
Litman Gregory Fds Tr Imgp Dbi Managed (DBMF)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Pacer Fds Tr Us Cash Cows 100 (COWZ)
Pimco Etf Tr Active Bd Etf (BOND)
American Centy Etf Tr Diversified Mu (TAXF)
Hartford Fds Exchange Traded Mun Oportunite (HMOP)
Select Sector Spdr Tr Technology (XLK)
Ishares Tr Core Msci Total (IXUS)
Lattice Strategies Tr Hartford Mlt Etf (RODM)
J P Morgan Exchange Traded F Diversfd Eqt Etf (JPSE)

View all positions for Goldstein Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Franklin Resources
Fisher Investments
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Nuveen Asset Management
Bank of New York Mellon
Wells Fargo & Company

View all funds holding Wal-Mart Stores