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Wal-Mart Stores shares owned by North Berkeley Wealth Management

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

Historical chart of North Berkeley Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by North Berkeley 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 North Berkeley Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $268k 2.2k 124.28

More positions owned by North Berkeley Wealth Management

Simpson Manufacturing (SSD)
Nushares Etf Tr Nuveen Esg Smlcp (NUSC)
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Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Real Estate E (DFAR)
Ishares Tr Core Us Aggbd Et (AGG)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p500 Etf (IVV)
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Morgan Stanley Etf Trust Calvert Us Larcp (CVLC)
Morgan Stanley Etf Trust Calvert Internat (CVIE)
Vanguard World Esg Us Corp Bd (VCEB)
Schwab Strategic Tr Government Money (SGVT)

View all positions for North Berkeley Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
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Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Northern Trust
Fisher Investments
FMR
State Farm Mutual Automobile Insurance Company
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View all funds holding Wal-Mart Stores