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Wal-Mart Stores shares owned by Investment Advisory Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Investment Advisory Group from 13F filings

Historical chart of Investment Advisory Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Investment Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Investment Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $499k 6.2k 80.74
2024-06-30 $410k 6.1k 67.71
2024-03-31 $219k 3.6k 60.17

More positions owned by Investment Advisory Group

Vanguard Whitehall Fds High Div Yld (VYM)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Index Fds Growth Etf (VUG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
Apple (AAPL)
Dimensional Etf Trust Us Equity Market (DFUS)
Vanguard Index Fds Value Etf (VTV)
Ishares Tr Msci Usa Min Vol (USMV)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Modert Alloc Etf (AOM)
Ishares Tr Conser Alloc Etf (AOK)
Vanguard Specialized Funds Div App Etf (VIG)
Microsoft Corporation (MSFT)
Ishares Tr Core S&p Ttl Stk (ITOT)

View all positions for Investment Advisory Group

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Franklin Resources
Fisher Investments
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Nuveen Asset Management
Bank of New York Mellon
Wells Fargo & Company

View all funds holding Wal-Mart Stores