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Wal-Mart Stores shares owned by Motive Wealth Advisors

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

Historical chart of Motive Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Motive 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 Motive Wealth Advisors

Quarter filed Position value Share count Share price at filing
2024-03-31 $270k 4.5k 60.17
2023-09-30 $235k 1.5k 159.93
2023-06-30 $249k 1.6k 157.18
2023-03-31 $234k 1.6k 147.45
2022-12-31 $249k 1.8k 141.79

More positions owned by Motive Wealth Advisors

Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Specialized Funds Div App Etf (VIG)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Us Gwt (IUSG)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
Ishares Tr Core S&p Us Vlu (IUSV)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr National Mun Etf (MUB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Ishares Core Msci Emkt (IEMG)

View all positions for Motive Wealth Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores