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Wal-Mart Stores shares owned by HighRoad Wealth Advisors

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

Historical chart of HighRoad Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by HighRoad 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 HighRoad Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $276k 2.5k 111.41

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Spdr Series Trust State Street Spd (BIL)
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Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Index Fds Small Cp Etf (VB)
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Patrick Industries (PATK)
Ishares Tr Msci Eafe Etf (EFA)
Apple (AAPL)
Microsoft Corporation (MSFT)
Vanguard Specialized Funds Div App Etf (VIG)
Cummins (CMI)
Eli Lilly & Co. (LLY)

View all positions for HighRoad Wealth Advisors

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores