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Wal-Mart Stores shares owned by Jacobsen Capital Management

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

Historical chart of Jacobsen Capital Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Jacobsen Capital Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Jacobsen Capital Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $678k 8.4k 80.75
2024-06-30 $550k 8.1k 67.71
2024-03-31 $481k 8.0k 60.17
2023-12-31 $418k 2.6k 157.65
2023-09-30 $429k 2.7k 159.93
2023-06-30 $420k 2.7k 157.18
2023-03-31 $319k 2.2k 147.45

More positions owned by Jacobsen Capital Management

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Apple (AAPL)
Extra Space Storage (EXR)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Index Fds Small Cp Etf (VB)
Alphabet Cap Stk Cl A (GOOGL)
Amazon (AMZN)
Vanguard Bd Index Fds Short Trm Bond

View all positions for Jacobsen Capital Management

Top funds holding Wal-Mart Stores

Vanguard Group
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Bank of America Corporation
T. Rowe Price Associates
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Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Nuveen Asset Management

View all funds holding Wal-Mart Stores