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Wal-Mart Stores shares owned by Pine Harbor Wealth Management

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

Historical chart of Pine Harbor Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Pine Harbor 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 Pine Harbor Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $314k 3.9k 80.75
2024-06-30 $263k 3.9k 67.71
2024-03-31 $235k 3.9k 60.17
2023-12-31 $281k 1.8k 157.65

More positions owned by Pine Harbor Wealth Management

Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Index Fds Total Stk Mkt (VTI)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Invesco Exchange Traded Fd T S&p 500 Garp Etf (SPGP)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Pgim Etf Tr Aaa Clo Etf (PAAA)
Pgim Etf Tr Pgim Ultra Sh Bd (PULS)
Ishares U S Etf Tr Blackrock Short (MEAR)
Vanguard Index Fds Growth Etf (VUG)
Dimensional Etf Trust Short Duration F (DFSD)
Vanguard Bd Index Fds Vanguard Ultra (VUSB)
Microsoft Corporation (MSFT)
Apple (AAPL)
NVIDIA Corporation (NVDA)

View all positions for Pine Harbor Wealth Management

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores