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Wal-Mart Stores shares owned by Synergy Financial Group

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

Historical chart of Synergy Financial Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Synergy Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $266k 3.3k 80.75

More positions owned by Synergy Financial Group

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
The Trade Desk Com Cl A (TTD)
Shopify Cl A (SHOP)
Apple (AAPL)
Arista Networks (ANET)
Meta Platforms Cl A (META)
Alphabet Cap Stk Cl C (GOOG)
MercadoLibre (MELI)
Netflix (NFLX)
Tesla Motors (TSLA)
Chipotle Mexican Grill (CMG)
Mastercard Incorporated Cl A (MA)
Servicenow (NOW)

View all positions for Synergy Financial Group

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