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Wal-Mart Stores shares owned by Trivant Custom Portfolio Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Trivant Custom Portfolio Group from 13F filings

Historical chart of Trivant Custom Portfolio Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Trivant Custom Portfolio Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $4.3M 53k 80.75
2024-06-30 $3.6M 54k 67.71
2024-03-31 $3.2M 54k 60.17
2023-12-31 $2.9M 19k 157.65
2023-09-30 $2.9M 18k 159.93
2023-06-30 $2.8M 18k 157.18

More positions owned by Trivant Custom Portfolio Group

Apple Common Stock (AAPL)
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Microsoft Corp Common Stock (MSFT)
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Flexshares Disciplined Durtn Mbs Etf Uit Exchange Traded (MBSD)
Ishares 0-5 Year Tips Bond Etf Uit Exchange Traded (STIP)
Alphabet Inc Class A Common Stock (GOOGL)
Amazon.com Common Stock (AMZN)
Costco Whsl Corp Common Stock (COST)
Walmart Common Stock (WMT)
Deere & Co Common Stock (DE)
Advanced Micro Device In Common Stock (AMD)
Northrop Grumman Corp Common Stock (NOC)
Meta Platforms Inc Class A Common Stock (META)
Ge Aerospace Common Stock (GE)

View all positions for Trivant Custom Portfolio Group

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores