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Wal-Mart Stores shares owned by LWM Advisory Services

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by LWM Advisory Services from 13F filings

Historical chart of LWM Advisory Services investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by LWM Advisory Services

Quarter filed Position value Share count Share price at filing
2024-09-30 $208k 2.6k 80.75
2022-09-30 $232k 1.7k 133.03
2022-03-31 $248k 1.7k 150.12
2021-12-31 $262k 1.8k 144.51

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Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
T. Rowe Price Associates
Fisher Investments
Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Legal & General Group
Jpmorgan Chase & Co
Ameriprise Financial
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores