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Wal-Mart Stores shares owned by SimpliFi

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

Historical chart of SimpliFi investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by SimpliFi

Quarter filed Position value Share count Share price at filing
2026-06-30 $539k 4.8k 113.26

More positions owned by SimpliFi

Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Vanguard Specialized Funds Div App Etf (VIG)
Spdr Index Shs Fds St Str Msci Eafe (QEFA)
Ishares Tr 7-10 Yr Trsy Bd (IEF)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Wisdomtree Tr Em Mkts Qtly Div (DGRE)
Vanguard Scottsdale Fds Inter Term Treas (VGIT)
Pimco Etf Tr Active Bd Etf (BOND)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Invesco Exch Traded Fd Tr Ii Calif Amt Mun (PWZ)
Ishares Tr Calif Mun Bd Etf (CMF)
Vanguard Index Fds Total Stk Mkt (VTI)

View all positions for SimpliFi

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores