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Wal-Mart Stores shares owned by Woodward Financial Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Woodward Financial Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $236k 1.9k 123.49
2025-12-31 $213k 1.9k 111.40
2025-06-30 $225k 2.3k 97.77
2025-03-31 $202k 2.3k 87.78
2024-12-31 $208k 2.3k 90.34

More positions owned by Woodward Financial Advisors

Dimensional Etf Trust Short Duration F (DFSD)
Ishares Tr Core S&p500 Etf (IVV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Intl Core Equity (DFIC)
Vanguard Malvern Fds Strm Infproidx (VTIP)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Vanguard Index Fds Value Etf (VTV)
Dimensional Etf Trust Us Small Cap Val (DFSV)
Dimensional Etf Trust Us Mktwide Value (DFUV)
Ishares Tr Rus 1000 Etf (IWB)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Woodward Financial Advisors

Top funds holding Wal-Mart Stores

BlackRock
Vanguard Capital Management
Invesco
Geode Capital Management
Jpmorgan Chase & Co
Vanguard Portfolio Management
Bank of America Corporation
Norges Bank Investment Management
Goldman Sachs Group
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
FMR
Charles Schwab Investment Management
Sixth Street Partners Management Company

View all funds holding Wal-Mart Stores