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Wal-Mart Stores shares owned by Moss Adams Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Moss Adams Wealth Advisors from 13F filings

Historical chart of Moss Adams Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Moss Adams Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.4M 18k 80.75
2024-06-30 $1.1M 16k 67.71
2024-03-31 $856k 14k 60.38
2023-12-31 $214k 1.4k 158.21
2023-09-30 $200k 1.3k 159.95
2023-06-30 $205k 1.3k 157.18
2023-03-31 $212k 1.4k 148.01

More positions owned by Moss Adams Wealth Advisors

Vanguard Index Fds Total Stk Mkt (VTI)
Ishares Tr Core S&p Scp Etf (IJR)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Global X Fds Cybrscurty Etf (BUG)
Global X Fds Us Infr Dev Etf (PAVE)
Vaneck Etf Trust Semiconductr Etf (SMH)
Select Sector Spdr Tr Communication (XLC)
Microsoft Corporation (MSFT)
Apple (AAPL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr Russell 3000 Etf (IWV)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Ishares Tr National Mun Etf (MUB)

View all positions for Moss Adams Wealth Advisors

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