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Wal-Mart Stores shares owned by Mittelman Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Mittelman 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 Mittelman Wealth Management

Quarter filed Position value Share count Share price at filing
2025-12-31 $514k 4.6k 111.41
2024-06-30 $227k 3.3k 67.71

More positions owned by Mittelman Wealth Management

Vanguard Dividend Uit Exchange Traded (VIG)
Vanguard High Dividend Uit Exchange Traded (VYM)
Vanguard Ftse Developed Uit Exchange Traded (VEA)
Vanguard Ftse Emerging Uit Exchange Traded (VWO)
Vanguard S&p 500 Etf Uit Exchange Traded (VOO)
Ishares Trt Is 5-10 Inv Uit Exchange Traded (IGIB)
Evolv Technologies Hldgs Common Stock (EVLV)
Ishrs 10 Yr Invest Grade Uit Exchange Traded (IGLB)
Ishares Tr Is 1-5 Yr In Uit Exchange Traded (IGSB)
Vanguard Mid Cap Etf Uit Exchange Traded (VO)
Vanguard Small Cap Etf Uit Exchange Traded (VB)
Vanguard Utilities Etf Uit Exchange Traded (VPU)
Franklin Ftse Japan Etf Uit Exchange Traded (FLJP)
Ishares Iboxx High Yield Uit Exchange Traded (HYG)
Ishares Russell 2000 Uit Exchange Traded (IWM)

View all positions for Mittelman Wealth Management

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