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Wal-Mart Stores shares owned by Cape Investment Advisory

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

Historical chart of Cape Investment Advisory investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Cape Investment Advisory

Quarter filed Position value Share count Share price at filing
2023-12-31 $101k 640 157.60
2023-09-30 $50k 310 159.82
2023-06-30 $49k 309 157.34
2023-03-31 $46k 308 147.58

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View all positions for Cape Investment Advisory

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Ameriprise Financial
Legal & General Group
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores