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Wal-Mart Stores shares owned by Heritage Family Offices

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Heritage Family Offices from 13F filings

Historical chart of Heritage Family Offices investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Heritage Family Offices

Quarter filed Position value Share count Share price at filing
2024-09-30 $493k 6.1k 80.75

More positions owned by Heritage Family Offices

Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Ishares Tr Rusel 2500 Etf (SMMD)
Ishares Tr Msci Eafe Etf (EFA)
Ishares Tr Broad Usd High (USHY)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Jpmorgan Usd Emg (EMB)
Ishares Tr Core Msci Eafe (IEFA)
Xpel (XPEL)
Apple (AAPL)
Microsoft Corporation (MSFT)
Broadcom (AVGO)
Ishares Core Msci Emkt (IEMG)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Russell 2000 Etf (IWM)

View all positions for Heritage Family Offices

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