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Wal-Mart Stores shares owned by Peak Financial Advisors

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

Historical chart of Peak Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Peak Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $3.3M 32k 103.06
2025-06-30 $3.0M 30k 97.78

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Costco Wholesale Corporation (COST)
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Amazon (AMZN)
Ishares Tr Expanded Tech (IGV)
Netflix (NFLX)
American Express Company (AXP)
Oracle Corporation (ORCL)
Wal-Mart Stores (WMT)

View all positions for Peak Financial Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
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

View all funds holding Wal-Mart Stores