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Wal-Mart Stores shares owned by Wolff Financial Management

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

Historical chart of Wolff Financial Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Wolff Financial Management

Quarter filed Position value Share count Share price at filing
2025-09-30 $227k 2.2k 103.07
2025-06-30 $217k 2.2k 97.62
2024-12-31 $200k 2.2k 90.33

More positions owned by Wolff Financial Management

Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Div Grwth (DGRO)
Spdr Series Trust S&p Divid Etf (SDY)
Vanguard Whitehall Fds High Div Yld (VYM)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Scottsdale Fds Shrt Trm Corp Bd (VCSH)
Vanguard Scottsdale Fds Short Term Treas (VGSH)
Vanguard Index Fds Mid Cap Etf (VO)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
Eli Lilly & Co. (LLY)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG)

View all positions for Wolff Financial 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