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Wal-Mart Stores shares owned by Howard Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Howard 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 Howard Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $245k 2.4k 103.06
2025-06-30 $232k 2.4k 97.78
2025-03-31 $208k 2.4k 87.79
2024-12-31 $215k 2.4k 90.35
2019-12-31 $82k 693 118.33

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Vanguard Index Fds Growth Etf (VUG)
Vanguard Whitehall Fds High Div Yld (VYM)
Apple (AAPL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Specialized Funds Div App Etf (VIG)
Palantir Technologies Cl A (PLTR)
Vanguard Intl Equity Index F Tt Wrld St Etf (VT)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Trd Slf Idx Buletshs 2029 (BSCT)

View all positions for Howard Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
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

View all funds holding Wal-Mart Stores