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Wal-Mart Stores shares owned by Wiser Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Wiser Wealth Management from 13F filings

Historical chart of Wiser Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Wiser Wealth Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $475k 4.6k 103.06
2025-06-30 $573k 5.9k 97.78
2025-03-31 $292k 3.3k 87.79
2024-12-31 $299k 3.3k 90.35
2024-09-30 $247k 3.1k 80.75

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Ishares Tr 0-5yr Invt Gr Cp (SLQD)
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Vanguard Bd Index Fds Short Trm Bond (BSV)
Vanguard Admiral Fds Smllcp 600 Idx (VIOO)
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Ishares Tr Core Intl Aggr (IAGG)
Ishares Tr Core S&p Scp Etf (IJR)
Apple (AAPL)
Bitwise Bitcoin Etf Tr Shs Ben Int (BITB)

View all positions for Wiser Wealth Management

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