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Wal-Mart Stores shares owned by Vertrix Wealth Management

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

Historical chart of Vertrix Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Vertrix Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $6.5M 52k 124.28

More positions owned by Vertrix Wealth Management

Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Spdr Series Trust State Street Spd (SPYV)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Bd Index Fds Long Term Bond (BLV)
Vanguard Whitehall Fds Em Mk Gov Bd Etf (VWOB)
Apple (AAPL)
Spdr Series Trust State Street Spd (SPYG)
Wal-Mart Stores (WMT)
JPMorgan Chase & Co. (JPM)
Microsoft Corporation (MSFT)
Lowe's Companies (LOW)
Amgen (AMGN)
Broadcom (AVGO)
Linde SHS (LIN)

View all positions for Vertrix Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Norges Bank Investment Management
Millennium Management
Northern Trust
Fisher Investments
FMR
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