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Wal-Mart Stores shares owned by Marotta Asset Management

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

Historical chart of Marotta Asset Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Marotta Asset Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $213k 2.4k 90.00
2024-09-30 $209k 2.6k 80.75
2023-09-30 $223k 1.4k 159.93
2023-06-30 $219k 1.4k 157.18
2021-12-31 $226k 1.6k 144.69

More positions owned by Marotta Asset Management

Vanguard Mid-Cap Value ETF (VOE)
Vanguard Information Technology ETF (VGT)
Vanguard Malvern Fds strm infproidx (VTIP)
Vanguard Charlotte Fds intl bd idx etf (BNDX)
Columbia Etf Tr Ii Em Core Ex etf (XCEM)
Vanguard Small-Cap Value ETF (VBR)
Vanguard Consumer Staples ETF (VDC)
Vanguard Health Care ETF (VHT)
Vanguard Whitehall Fds Inc emerg mkt bd etf (VWOB)
Vanguard Emerging Markets ETF (VWO)
Schwab Strategic Tr sht tm us tres (SCHO)
Schwab Strategic Tr 0 (SCHP)
Ishares Tr cmn (EIRL)
Ishares Msci Denmark Capped (EDEN)
Spdr Ser Tr msci usa qual (QUS)

View all positions for Marotta Asset Management

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