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Wal-Mart Stores shares owned by Sound Stewardship

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

Historical chart of Sound Stewardship investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Sound Stewardship

Quarter filed Position value Share count Share price at filing
2025-09-30 $315k 3.1k 103.06
2025-06-30 $299k 3.1k 97.78
2025-03-31 $278k 3.2k 87.79
2024-12-31 $276k 3.1k 90.34

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Ishares Tr Eafe Sml Cp Etf (SCZ)
Schwab Strategic Tr Fundamental Us S (FNDA)
Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)
Invesco Exch Trd Slf Idx Invsco Blsh 28 (BSCS)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard World Inf Tech Etf (VGT)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Sound Stewardship

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
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