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Wal-Mart Stores shares owned by Iams Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 11k 103.07
2025-06-30 $710k 7.3k 97.79
2024-12-31 $291k 3.2k 90.36

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View all positions for Iams Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
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FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
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View all funds holding Wal-Mart Stores