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Wal-Mart Stores shares owned by RIA Advisory Group

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

Historical chart of RIA Advisory Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by RIA Advisory Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.2M 15k 80.75
2024-03-31 $4.7M 78k 60.17
2023-09-30 $5.1M 32k 159.95
2023-06-30 $5.2M 33k 157.19
2023-03-31 $4.5M 30k 147.40

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Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
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Ishares Tr 20 Yr Tr Bd Etf (TLT)
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Coca-Cola Company (KO)
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Johnson & Johnson (JNJ)
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Aim Etf Products Trust U S Lrgcp 6m Apr (SIXO)
Invesco Exchange Traded Fd T S&p 500 Top 50 (XLG)
Microsoft Corporation (MSFT)

View all positions for RIA Advisory Group

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores