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Wal-Mart Stores shares owned by Plotkin Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Plotkin 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 Plotkin Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $247k 2.4k 103.06
2025-06-30 $238k 2.4k 97.78
2025-03-31 $214k 2.4k 87.79
2024-12-31 $218k 2.4k 90.35

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Vaneck Semiconductor Etf Etf (SMH)
Vaneck Morningstar Wide Moat Etf Etf (MOAT)
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First Trust Nasdaq Cybersecurity Etf Etf (CIBR)
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Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
First Trust Capital Strength Etf Etf (FTCS)
Jpmorgan Ultra-short Income Etf Etf (JPST)
Ishares Msci Usa Momentum Factor Etf Etf (MTUM)
First Trust Dow Jones Internet Index Fund Etf (FDN)
Ft Vest Us Equity Buffer Etf - January Etf (FJAN)

View all positions for Plotkin 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