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Wal-Mart Stores shares owned by Steffes Financial

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

Historical chart of Steffes Financial investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Steffes Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $266k 2.1k 124.29

More positions owned by Steffes Financial

Ishares Tr Core S&p Ttl Stk (ITOT)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Vanguard Admiral Fds 500 Grth Idx F (VOOG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Capital Group Dividend Value Shs Creation Uni (CGDV)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Star Fds Vg Tl Intl Stk F (VXUS)
Amazon (AMZN)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Steffes Financial

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