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Wal-Mart Stores shares owned by Icon Wealth Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.5M 18k 80.75
2024-03-31 $1.1M 18k 60.17
2023-12-31 $913k 5.8k 157.65
2022-12-31 $1.2M 8.2k 141.79
2022-09-30 $1.0M 8.0k 129.66

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Top funds holding Wal-Mart Stores

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Franklin Resources
Fisher Investments
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Nuveen Asset Management
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