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Wal-Mart Stores shares owned by Peninsula Wealth

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

Historical chart of Peninsula Wealth investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Peninsula Wealth

Quarter filed Position value Share count Share price at filing
2024-06-30 $322k 4.7k 69.23
2024-03-31 $240k 4.0k 60.17
2023-09-30 $202k 1.3k 160.95

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Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
Fisher Investments
Franklin Resources
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Charles Schwab Investment Management
Nuveen Asset Management
Bank of New York Mellon
Wells Fargo & Company

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