Wells Financial Advisors »

Wal-Mart Stores shares owned by Wells Financial Advisors

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

Historical chart of Wells Financial Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Wells Financial Advisors 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 Wells Financial Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $9.5k 118 80.56

More positions owned by Wells Financial Advisors

Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mega Cap Growth Etf Exchange Traded Fund (MGK)
Ishares Msci Usa Min Vol Factor Etf Exchange Traded Fund (USMV)
Vanguard High Dividend Yield Index Etf Exchange Traded Fund (VYM)
Spdr Gold Shares Exchange Traded Fund (GLD)
Vanguard Short-term Treasury Etf Exchange Traded Fund (VGSH)
Vanguard Large-cap Etf Exchange Traded Fund (VV)
Spdr Portfolio S&p 500 Growth Etf Exchange Traded Fund (SPYG)
Spdr Portfolio S&p 500 Value Etf Exchange Traded Fund (SPYV)
Ishares Msci Usa Quality Factor Etf Exchange Traded Fund (QUAL)
Vanguard Small-cap Etf Exchange Traded Fund (VB)
Vanguard Mega Cap Value Etf Exchange Traded Fund (MGV)
Vanguard Mid-cap Etf Exchange Traded Fund (VO)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Total Bond Market Etf Exchange Traded Fund (BND)

View all positions for Wells Financial Advisors

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores