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Wal-Mart Stores shares owned by RFG - Bristol Wealth Advisors

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

Historical chart of RFG - Bristol Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by RFG - Bristol 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 RFG - Bristol Wealth Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $552k 4.4k 124.28
2025-12-31 $558k 5.0k 111.41
2025-09-30 $514k 5.0k 103.06
2025-06-30 $499k 5.1k 97.79
2025-03-31 $448k 5.1k 87.79
2024-12-31 $424k 4.7k 90.36

More positions owned by RFG - Bristol Wealth Advisors

Ishares Tr Core S&p500 Etf (IVV)
Spdr Index Shs Fds State Street Spd (SPDW)
Ishares Tr Core S&p Mcp Etf (IJH)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Spdr Series Trust State Street Spd (VLU)
Pgim Etf Tr Total Return Bon (PTRB)
Blackrock Etf Trust Ii Ishares Total Re (BRTR)
Ssga Active Etf Tr State Street Mul (RLY)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Principal Exchange Traded Prin U S Small (PSC)
Coca-Cola Company (KO)
Microsoft Corporation (MSFT)
Fidelity Covington Trust Fundamental Larg (FFLC)
Caterpillar (CAT)
Apple (AAPL)

View all positions for RFG - Bristol Wealth Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
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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