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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
2024-03-31 $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

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Vanguard Index Fds Sml Cp Grw Etf (VBK)
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Microsoft Corporation (MSFT)
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NVIDIA Corporation (NVDA)
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Alphabet Cap Stk Cl A (GOOGL)
Vanguard Bd Index Fds Short Trm Bond
Amazon (AMZN)

View all positions for Jacobsen Capital Management

Top funds holding Wal-Mart Stores

Vanguard Group
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores