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Wal-Mart Stores shares owned by Poinciana Advisors Group

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

Historical chart of Poinciana Advisors Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Poinciana Advisors Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $283k 2.7k 103.06
2025-06-30 $264k 2.7k 97.80
2025-03-31 $242k 2.8k 87.80
2024-12-31 $249k 2.8k 90.35

More positions owned by Poinciana Advisors Group

American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Ea Series Trust Ea Bridgeway Omn (BSVO)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Internatnal Val (DFIV)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Dimensional Etf Trust Us Equity Market (DFUS)
Ishares Tr Msci Emg Mkt Etf (EEM)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Dimensional Etf Trust World Ex Us Core (DFAX)
NVIDIA Corporation (NVDA)
Dimensional Etf Trust Global Real Est (DFGR)

View all positions for Poinciana Advisors Group

Top funds holding Wal-Mart Stores

Vanguard Group
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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