waypoint wealth counsel »

Wal-Mart Stores shares owned by waypoint wealth counsel

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by waypoint wealth counsel from 13F filings

Historical chart of waypoint wealth counsel investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by waypoint wealth counsel 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 waypoint wealth counsel

Quarter filed Position value Share count Share price at filing
2024-03-31 $284k 4.7k 60.17
2023-12-31 $244k 1.5k 157.62
2023-09-30 $241k 1.5k 159.93
2023-03-31 $210k 1.4k 147.41

More positions owned by waypoint wealth counsel

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Whitehall Fds High Div Yld (VYM)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr Core S&p500 Etf (IVV)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Microsoft Corporation (MSFT)
Spdr Gold Tr Gold Shs (GLD)
Apple (AAPL)
Ishares Tr Russell 2000 Etf (IWM)
Ishares Gold Tr Ishares New (IAU)
Vanguard Index Fds Small Cp Etf (VB)
Janus Detroit Str Tr B-bbb Clo Etf (JBBB)
Ishares Tr S&p 500 Grwt Etf (IVW)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Schwab Strategic Tr Us Brd Mkt Etf (SCHB)

View all positions for waypoint wealth counsel

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Charles Schwab Investment Management
Bank of New York Mellon
Wells Fargo & Company
Nuveen Asset Management
Susquehanna International

View all funds holding Wal-Mart Stores