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Wal-Mart Stores shares owned by Swisher Financial Concepts

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

Historical chart of Swisher Financial Concepts investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Swisher Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-09-30 $1.1M 14k 80.38
2024-06-30 $478k 7.0k 68.14
2024-03-31 $424k 7.0k 60.47

More positions owned by Swisher Financial Concepts

Capital Group Dividend Value Shs Creation Uni (CGDV)
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Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Whitehall Fds Intl Dvd Etf (VIGI)
Ishares Msci Emrg Chn (EMXC)
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Apple (AAPL)
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Abbott Laboratories (ABT)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
Capital Grp Fixed Incm Etf T Us Multi-sector (CGMS)
Microsoft Corporation (MSFT)
Amazon (AMZN)

View all positions for Swisher Financial Concepts

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores