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Wal-Mart Stores shares owned by Independence Financial Advisors

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

Historical chart of Independence Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Independence Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $399k 3.6k 111.41
2025-09-30 $367k 3.6k 103.06
2025-06-30 $371k 3.8k 97.77
2025-03-31 $336k 3.8k 87.78

More positions owned by Independence Financial Advisors

Fidelity Covington Trust Enhanced Large (FELG)
Fidelity Covington Trust Enhanced Large (FELV)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Ishares Tr 3 7 Yr Treas Bd (IEI)
Fidelity Covington Trust Msci Info Tech I (FTEC)
Fidelity Covington Trust High Divid Etf (FDVV)
Ishares Tr Tips Bd Etf (TIP)
Ishares Tr Faln Angls Usd (FALN)
Ishares Tr Core S&p Us Vlu (IUSV)
Ishares Tr Conv Bd Etf (ICVT)
Fidelity Covington Trust Msci Commntn Svc (FCOM)
Fidelity Covington Trust Msci Finls Idx (FNCL)
Fidelity Covington Trust Msci Indl Indx (FIDU)
Fidelity Covington Trust Enhanced Intl (FENI)

View all positions for Independence Financial 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