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Wal-Mart Stores shares owned by True Link Financial Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by True Link Financial Advisors from 13F filings

Historical chart of True Link Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by True Link Financial Advisors

Quarter filed Position value Share count Share price at filing
2025-12-31 $406k 3.6k 111.40
2021-12-31 $121k 834 145.08
2021-09-30 $130k 935 139.04
2021-06-30 $132k 935 141.18
2021-03-31 $113k 834 135.49
2020-12-31 $191k 1.3k 144.26

More positions owned by True Link Financial Advisors

Vanguard Intermediate-term Bond Etf Etf (BIV)
Ishares Core S&p 500 Etf Etf (IVV)
Vanguard Short-term Bond Etf Etf (BSV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Ishares Core S&p Total U.s. Stock Market Etf Etf (ITOT)
Ishares Core Msci Eafe Etf Etf (IEFA)
Vanguard Short-term Inflation-protected Securities Etf Etf (VTIP)
Ishares Msci Usa Quality Factor Etf Etf (QUAL)
Vanguard Dividend Appreciation Etf Etf (VIG)
Dimensional Emerging Core Equity Market Etf Etf (DFAE)
Dimensional International Value Etf Etf (DFIV)
Ishares Trust Ishares 0-1 Year Treasury Bond Etf Etf (SHV)
Ishares Core International Aggregate Bond Etf Etf (IAGG)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Ishares Core Msci Europe Etf Etf (IEUR)

View all positions for True Link Financial Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
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Geode Capital Management
Norges Bank Investment Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Franklin Resources
Charles Schwab Investment Management
Ameriprise Financial
Wells Fargo & Company

View all funds holding Wal-Mart Stores