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Wal-Mart Stores shares owned by Marion Wealth Management

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

Historical chart of Marion Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Marion Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $280k 3.5k 80.74
2024-06-30 $239k 3.5k 67.70
2024-03-31 $209k 3.5k 60.16

More positions owned by Marion Wealth Management

Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Ishares Core Msci Emkt (IEMG)
Ubs Ag London Branch Etracs Aler Mlp (MLPB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Wisdomtree Tr Us Midcap Divid (DON)
Invesco Actvely Mngd Etc Optimum Yield (PDBC)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Apple (AAPL)
Ishares Tr Rus 2000 Val Etf (IWN)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Microsoft Corporation (MSFT)
Invesco Exchange Traded Fd T Ftse Rafi 1000 (PRF)

View all positions for Marion Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
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
Nuveen Asset Management

View all funds holding Wal-Mart Stores