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Wal-Mart Stores shares owned by Holistic Financial Partners

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Holistic Financial Partners from 13F filings

Historical chart of Holistic Financial Partners investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Holistic Financial Partners

Quarter filed Position value Share count Share price at filing
2025-12-31 $233k 2.1k 111.41
2018-03-31 $28k 320 87.50
2017-12-31 $32k 320 100.00

More positions owned by Holistic Financial Partners

Eli Lilly & Co. (LLY)
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First Tr Exchng Traded Fd Vi Smith Unconstrai (UCON)
First Tr Exchange-traded A Com Shs (FTA)
First Tr Exchange-traded SHS (FVD)
Ishares Tr Rus 1000 Grw Etf (IWF)
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First Tr Exchange-traded Dj Internt Idx (FDN)
NVIDIA Corporation (NVDA)
JPMorgan Chase & Co. (JPM)
Apple (AAPL)
First Tr Exch Trd Alphdx Japan Alphadex (FJP)
First Tr Exchange-traded SHS (QTEC)
Ishares Tr Rus 1000 Val Etf (IWD)

View all positions for Holistic Financial Partners

Top funds holding Wal-Mart Stores

Vanguard Group
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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