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Wal-Mart Stores shares owned by Joule Financial

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

Historical chart of Joule Financial investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Joule Financial

Quarter filed Position value Share count Share price at filing
2025-12-31 $214k 1.9k 111.63
2025-09-30 $225k 2.2k 103.09
2025-06-30 $217k 2.2k 97.77
2025-03-31 $206k 2.3k 87.78
2024-12-31 $213k 2.4k 90.34

More positions owned by Joule Financial

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr Iboxx Inv Cp Etf (LQD)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Vanguard World Inf Tech Etf (VGT)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard World Comm Srvc Etf (VOX)
Vanguard World Industrial Etf (VIS)

View all positions for Joule Financial

Top funds holding Wal-Mart Stores

Vanguard Group
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Norges Bank Investment Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Franklin Resources
Charles Schwab Investment Management
Ameriprise Financial
Wells Fargo & Company

View all funds holding Wal-Mart Stores