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Wal-Mart Stores shares owned by WCG Wealth Advisors

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

Historical chart of WCG Wealth Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by WCG Wealth Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.3M 34k 157.64
2023-09-30 $4.9M 30k 159.94
2022-09-30 $261k 2.0k 129.44
2022-06-30 $231k 1.9k 121.39

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View all positions for WCG Wealth Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores