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Wal-Mart Stores shares owned by Wealthstream Advisors

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

Historical chart of Wealthstream Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Wealthstream Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $288k 3.6k 80.75
2024-06-30 $218k 3.2k 67.71
2022-03-31 $206k 1.4k 149.06

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Ishares Tr Russell 3000 Etf (IWV)
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Spdr S&p 500 Etf Tr Tr Unit (SPY)
Microsoft Corporation (MSFT)
Dimensional Etf Trust Us Targeted Vlu (DFAT)

View all positions for Wealthstream Advisors

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