Northwest Quadrant Wealth Management »

Wal-Mart Stores shares owned by Northwest Quadrant Wealth Management

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

Historical chart of Northwest Quadrant Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Northwest Quadrant Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Northwest Quadrant Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $280k 2.7k 103.06
2025-06-30 $265k 2.7k 97.80
2025-03-31 $237k 2.7k 87.80
2024-12-31 $263k 2.9k 90.34
2016-12-31 $177k 2.7k 66.40

More positions owned by Northwest Quadrant Wealth Management

Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Ishares Tr TRS FLT RT BD (TFLO)
Ishares Tr Core Msci Eafe (IEFA)
Vanguard Index Fds Mid Cap Etf (VO)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Ishares Tr Short Treas Bd (SHV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Real Estate Etf (VNQ)
Apple (AAPL)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Costco Wholesale Corporation (COST)
Eli Lilly & Co. (LLY)
Amazon (AMZN)
Alphabet Cap Stk Cl A (GOOGL)

View all positions for Northwest Quadrant Wealth Management

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