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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
2024-03-31 $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

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View all positions for Trivant Custom Portfolio Group

Top funds holding Wal-Mart Stores

Vanguard Group
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Bank of New York Mellon
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores