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Wal-Mart Stores shares owned by Kaizen Financial Strategies

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

Historical chart of Kaizen Financial Strategies investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Kaizen Financial Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $240k 2.2k 108.84
2021-03-31 $1.4M 10k 136.61

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Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Apple (AAPL)
Capital Group Dividend Value Shs Creat Unit (CGDV)
Caterpillar (CAT)
NVIDIA Corporation (NVDA)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Schwab Strategic Tr 5 10yr Corp Bd (SCHI)
Alphabet Cap Stk Cl C (GOOG)
Ishares Tr Russell 2000 Etf (IWM)
J P Morgan Exchange Traded F Intrnl Res Eqt (JIRE)
Vanguard Whitehall Fds High Div Yld (VYM)
Schwab Strategic Tr Fundamental Us B (FNDB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Kaizen Financial Strategies

Top funds holding Wal-Mart Stores

BlackRock
Vanguard Capital Management
State Street Corporation
Invesco
Geode Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
FMR

View all funds holding Wal-Mart Stores