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Wal-Mart Stores shares owned by Lighthouse Financial Advisors

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

Historical chart of Lighthouse Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Lighthouse Financial Advisors

Quarter filed Position value Share count Share price at filing
2021-03-31 $2.2M 17k 135.80
2020-12-31 $2.4M 17k 144.10
2020-09-30 $2.3M 17k 139.90
2020-06-30 $1.8M 15k 119.75
2019-12-31 $73k 619 117.93

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iShares Russell Mid-Cap Growth ETF Rus Md Cp Gr Etf (IWP)
Schwab US Large-Cap Growth ETF Us Lcap Gr Etf (SCHG)
Schwab US Small-Cap ETF Us Sml Cap Etf (SCHA)
SPDR Portfolio S&P 500 Value ETF Prtflo S&p500 Vl (SPYV)
Illinois Tool Works (ITW)
Shopify Cl A (SHOP)
Nucor Corporation (NUE)
Amazon (AMZN)
SPDR DoubleLine Total Return Tact ETF Spdr Tr Tactic (TOTL)

View all positions for Lighthouse Financial Advisors

Top funds holding Wal-Mart Stores

BlackRock
Geode Capital Management
Bank of America Corporation
T. Rowe Price Associates
Fisher Investments
Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Bank of New York Mellon
Invesco
Wells Fargo & Company
Royal Bank of Canada
Susquehanna International

View all funds holding Wal-Mart Stores