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Wal-Mart Stores shares owned by Waterway Wealth Management

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Waterway 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 Waterway Wealth Management

Quarter filed Position value Share count Share price at filing
2024-09-30 $875k 11k 80.75
2024-06-30 $692k 10k 67.71
2024-03-31 $580k 9.6k 60.17
2023-12-31 $514k 3.3k 157.67

More positions owned by Waterway Wealth Management

Ishares Msci Eafe Etf Etf (EFA)
Wisdomtree Large Cap Dividend Etf (DLN)
Ishares Core S&p 500 Etf Etf (IVV)
DFA Dimensional US Small Cap Value ETF Etf (DFSV)
Fidelity Msci Health Care Index Etf Etf (FHLC)
Ishares S&p Smallcap 600 Etf Etf (IJR)
Ishares National Muni Bond Etf Etf (MUB)
Vanguard Intermediate-term Treasury Etf Etf (VGIT)
Pimco Municipal Income Opportunities Active Exchange-traded Fund Etf (MINO)
Pimco Multisector Bond Active Exchange-traded Fund Etf (PYLD)
Nvidia Corporation Stock (NVDA)
Ishares Russell 1000 Growth Etf Etf (IWF)
Apple Stock (AAPL)
Spdr S&p 500 Etf Trust Etf (SPY)
Financial Select Sector Spdr Etf (XLF)

View all positions for Waterway Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Morgan Stanley
Bank of America Corporation
Norges Bank Investment Management
FMR
Jpmorgan Chase & Co
Susquehanna International
Fisher Investments
T. Rowe Price Associates
Northern Trust
Franklin Resources
State Farm Mutual Automobile Insurance Company

View all funds holding Wal-Mart Stores