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Wal-Mart Stores shares owned by Heritage Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2024-03-31 $813k 14k 60.17
2023-12-31 $695k 4.4k 157.67

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Spdr S&p 500 Etf Tr Tr Unit (SPY)
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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
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Schwab Strategic Tr Int-trm U.s Tres (SCHR)
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Ishares Tr Iboxx Inv Cp Etf (LQD)
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Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Ssga Active Etf Tr Spdr Tr Tactic (TOTL)

View all positions for Heritage Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Susquehanna International
Norges Bank Investment Management
Bank of America Corporation
CalPERS
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
Swiss National Bank
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores