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Wal-Mart Stores shares owned by Wheelhouse Advisory Group

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

Historical chart of Wheelhouse Advisory Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Wheelhouse 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 Wheelhouse Advisory Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $324k 5.4k 60.17
2023-12-31 $277k 1.8k 157.68

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Vanguard S&p 500 Etf Etf (VOO)
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Vanguard Dividend Appreciation Etf Div App Etf (VIG)
Vanguard Mega Cap Growthetf Etf (MGK)
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Vanguard Mid Cap Etf Etf (VO)
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Spdr Bloomberg 1 3 Mnth T Bll Etf Spdr Ser Tr (BIL)
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Vanguard Intermediate Term Bond Etf Etf (BIV)
Vanguard Small Cap Growth Etf Etf (VBK)
Apple (AAPL)

View all positions for Wheelhouse Advisory Group

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Charles Schwab Investment Management
Bank of New York Mellon
Wells Fargo & Company
Nuveen Asset Management
Susquehanna International

View all funds holding Wal-Mart Stores