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Wal-Mart Stores shares owned by Morris Financial Concepts

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

Historical chart of Morris Financial Concepts investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Morris Financial Concepts

Quarter filed Position value Share count Share price at filing
2025-09-30 $451k 4.4k 103.06
2025-06-30 $403k 4.1k 97.78
2025-03-31 $361k 4.1k 87.79
2024-12-31 $363k 4.0k 90.35
2024-09-30 $276k 3.4k 80.75

More positions owned by Morris Financial Concepts

Ishares Tr Core S&p500 Etf (IVV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Ishares Tr Core 1 5 Yr Usd (ISTB)
Schwab Strategic Tr Us Sml Cap Etf (SCHA)
Ishares Tr Short Treas Bd (SHV)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&p 500 Grwt Etf (IVW)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Tr S&p 500 Val Etf (IVE)
Tesla Motors (TSLA)

View all positions for Morris Financial Concepts

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon
Wells Fargo & Company

View all funds holding Wal-Mart Stores