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Wal-Mart Stores shares owned by Portus Wealth Advisors

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

Historical chart of Portus Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Portus Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $226k 1.8k 124.30

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Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Northern Trust
Fisher Investments
FMR
State Farm Mutual Automobile Insurance Company
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores