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Wal-Mart Stores shares owned by Perissos Private Wealth Management

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

Historical chart of Perissos Private Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Perissos Private 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 Perissos Private Wealth Management

Quarter filed Position value Share count Share price at filing
2024-12-31 $735k 8.1k 90.36
2024-09-30 $646k 8.0k 80.75
2024-06-30 $541k 8.0k 67.71

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View all positions for Perissos Private Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
T. Rowe Price Associates
Fisher Investments
Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Legal & General Group
Jpmorgan Chase & Co
Ameriprise Financial
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores