Vestia Personal Wealth Advisors »

Wal-Mart Stores shares owned by Vestia Personal Wealth Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Vestia Personal Wealth Advisors from 13F filings

Historical chart of Vestia Personal Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Vestia Personal Wealth Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $329k 3.2k 103.05
2025-06-30 $309k 3.2k 97.77
2025-03-31 $275k 3.1k 87.79
2024-12-31 $285k 3.2k 90.34
2024-09-30 $230k 2.9k 80.74

More positions owned by Vestia Personal Wealth Advisors

Dimensional International Value Etf Etf (DFIV)
Dimensional U.s. Core Equity 2 Etf Etf (DFAC)
Dimensional International Core Equity 2 Etf Etf (DFIC)
Dimensional U.s. Targeted Value Etf Etf (DFAT)
Dimensional Us Marketwide Value Etf Etf (DFUV)
Dimensional Us Small Cap Value Etf Etf (DFSV)
Dimensional U.s. Small Cap Etf Etf (DFAS)
Dimensional National Municipal Bond Etf Etf (DFNM)
Vanguard S&p 500 Etf Etf (VOO)
Dimensional Emerging Markets Core Equity 2 Etf Etf (DFEM)
Dimensional U.s. Equity Market Etf Etf (DFUS)
Dimensional Ultrashort Fixed Income Etf Etf (DUSB)
Dimensional Emerging Markets Value Etf Etf (DFEV)
Dimensional Core Fixed Income Etf Etf (DFCF)
Dimensional International Small Cap Value Etf Etf (DISV)

View all positions for Vestia Personal Wealth Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Wal-Mart Stores