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Wal-Mart Stores shares owned by LifeGoal Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by LifeGoal Wealth Advisors from 13F filings

Historical chart of LifeGoal Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by LifeGoal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $653k 5.9k 111.42
2025-09-30 $235k 2.3k 103.08
2025-06-30 $217k 2.2k 97.80
2025-03-31 $260k 3.0k 87.80

More positions owned by LifeGoal Wealth Advisors

Ishares Tr U S Equity Factr (LRGF)
Capital Group Gbl Growth Eqt Shs Creation Uni (CGGO)
Ishares Tr Core Div Grwth (DGRO)
Rbb Fund Trust First Eagle Gbl (FEGE)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
J P Morgan Exchange Traded F Income Etf (JPIE)
Pimco Etf Tr Multisector Bd (PYLD)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Apple (AAPL)
Ishares Emng Mkts Eqt (EMGF)
Ishares Msci Gbl Gold Mn (RING)
Vanguard Index Fds Total Stk Mkt (VTI)
Ea Series Trust Alpha Arch 1-3 (BOXX)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)

View all positions for LifeGoal Wealth Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
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