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Wal-Mart Stores shares owned by Synergy Investment Management

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

Historical chart of Synergy Investment Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Synergy Investment Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $231k 1.9k 124.30
2025-03-31 $109k 1.2k 87.76
2024-12-31 $123k 1.4k 90.31

More positions owned by Synergy Investment Management

Vanguard S&p MF Closed and MF Open (VOO)
Ishares Core MF Closed and MF Open (IVV)
Vanguard Growth MF Closed and MF Open (VUG)
Ishares U S MF Closed and MF Open (DYNF)
State Street MF Closed and MF Open (SPYV)
State Street MF Closed and MF Open (SPYG)
State Street MF Closed and MF Open (SPTI)
Ishares Core MF Closed and MF Open (IEMG)
Invesco S&p MF Closed and MF Open (SPHQ)
Capital Group MF Closed and MF Open (CGDV)
Ishares A I MF Closed and MF Open (BAI)
State Street MF Closed and MF Open (SPTS)
Invesco S&p MF Closed and MF Open (SPMO)
Global X MF Closed and MF Open (AUSF)
First Trust MF Closed and MF Open (UCON)

View all positions for Synergy Investment Management

Top funds holding Wal-Mart Stores

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Invesco
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Northern Trust
Fisher Investments
State Farm Mutual Automobile Insurance Company
FMR
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Wal-Mart Stores