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Wal-Mart Stores shares owned by Wealth Enhancement Advisory Services

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wealth Enhancement Advisory Services from 13F filings

Historical chart of Wealth Enhancement Advisory Services investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Wealth Enhancement Advisory Services

Quarter filed Position value Share count Share price at filing
2024-06-30 $164M 2.4M 67.71
2024-03-31 $137M 2.3M 60.17
2023-12-31 $117M 742k 157.65
2023-09-30 $117M 733k 159.93
2023-06-30 $16M 98k 157.18
2023-03-31 $11M 75k 147.45
2022-12-31 $8.3M 59k 142.15
2022-09-30 $1.9M 15k 128.61
2022-06-30 $482k 3.8k 125.29
2022-03-31 $581k 3.8k 151.18
2021-12-31 $535k 3.8k 139.32
2021-09-30 $612k 4.1k 148.65
2021-06-30 $5.7M 40k 141.67
2021-03-31 $3.3M 23k 140.11
2020-12-31 $3.2M 22k 144.65
2020-09-30 $3.8M 27k 144.24
2020-06-30 $3.5M 27k 132.68
2020-03-31 $465k 3.6k 128.03
2019-12-31 $391k 3.3k 118.84
2019-09-30 $393k 3.3k 120.29
2019-06-30 $367k 3.3k 112.34
2019-03-31 $337k 3.3k 103.18
2018-12-31 $3.5M 36k 97.74
2018-06-30 $1.0M 12k 86.45
2018-03-31 $960k 11k 85.39
2017-12-31 $2.1M 21k 100.86
2017-09-30 $2.2M 28k 79.01
2017-06-30 $796k 11k 73.30
2016-12-31 $668k 9.7k 69.14
2016-09-30 $643k 9.0k 71.61
2015-09-30 $1.3M 19k 66.86
2015-06-30 $1.1M 16k 70.96
2015-03-31 $1.1M 14k 82.29
2014-12-31 $1.0M 12k 85.91

More positions owned by Wealth Enhancement Advisory Services

Ishares Tr Core S&p500 Etf (IVV)
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Ishares Tr Core Us Aggbd Et (AGG)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Msci Intl Moment (IMTM)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)
Alps Etf Tr Smith Core Plus (SMTH)
Schwab Strategic Tr Fundamental Intl (FNDF)
Amazon (AMZN)
Invesco Exch Traded Fd Tr Ii Dorsey Wrgt Smlc (DWAS)
J P Morgan Exchange Traded F Us Momentum (JMOM)
Invesco Exchange Traded Fd T S&p500 Quality (SPHQ)
American Centy Etf Tr Us Large Cap Vlu (AVLV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)

View all positions for Wealth Enhancement Advisory Services

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores