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Wal-Mart Stores shares owned by Heritage Oak Wealth Advisors

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

Historical chart of Heritage Oak Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Heritage Oak Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-06-30 $54M 802k 67.71

More positions owned by Heritage Oak Wealth Advisors

Wal-Mart Stores (WMT)
J P Morgan Exchange Traded F Ultra Shrt Inc (JPST)
Pimco Etf Tr Enhan Shrt Ma Ac (MINT)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares Tr Iboxx Hi Yd Etf (HYG)
Core Scientific *w Exp 01/23/202 (CORZZ)
Apple (AAPL)
Humana (HUM)
Spdr Gold Tr Gold Shs (GLD)
Dbx Etf Tr Xtrack Usd High (HYLB)
Spdr Ser Tr Portfli High Yld (SPHY)
Ishares Tr 0-5yr Hi Yl Cp (SHYG)
Core Scientific *w Exp 01/23/202 (CORZW)
Core Scientific (CORZ)

View all positions for Heritage Oak Wealth Advisors

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores