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Wal-Mart Stores shares owned by Wealth Advisors of Iowa

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Wealth Advisors of Iowa

Quarter filed Position value Share count Share price at filing
2024-09-30 $218k 2.7k 80.75
2021-12-31 $326k 2.3k 144.89

More positions owned by Wealth Advisors of Iowa

Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Spdr Ser Tr Portfolio S&p500 (SPLG)
Ishares Tr Msci Usa Min Vol (USMV)
Spdr Ser Tr Prtflo S&p500 Vl (SPYV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Select Sector Spdr Tr Sbi Int-utils (XLU)
Ishares Tr Core S&p500 Etf (IVV)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Apple (AAPL)
Spdr Ser Tr Prtflo S&p500 Gw (SPYG)
Ishares Tr Core S&p Us Vlu (IUSV)
Microsoft Corporation (MSFT)
Berkshire Hathaway Inc Del Cl A (BRK.A)
Costco Wholesale Corporation (COST)

View all positions for Wealth Advisors of Iowa

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Geode Capital Management
Bank of America Corporation
FMR
T. Rowe Price Associates
Fisher Investments
Franklin Resources
Northern Trust
State Farm Mutual Automobile Insurance Company
Legal & General Group
Jpmorgan Chase & Co
Ameriprise Financial
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores