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Wal-Mart Stores shares owned by Wescott Financial Advisory Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wescott Financial Advisory Group from 13F filings

Historical chart of Wescott Financial Advisory Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Wescott Financial Advisory Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Wescott Financial Advisory Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $545k 5.3k 103.06
2025-06-30 $214k 2.2k 97.77

More positions owned by Wescott Financial Advisory Group

Vanguard Index Fds S&p 500 Etf Shs (VOO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Vanguard Wellington Short Trm Tax Ex (VTES)
Ishares Tr Rus Md Cp Gr Etf (IWP)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Intl Small Cap E (DFIS)
Ishares Core Msci Emkt (IEMG)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Ishares Tr Rus Mdcp Val Etf (IWS)
Dimensional Etf Trust Global Real Est (DFGR)
Vanguard Bd Index Fds Intermed Term (BIV)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Wescott Financial Advisory Group

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Wal-Mart Stores