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Wal-Mart Stores shares owned by Strategic Financial Concepts

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

Historical chart of Strategic Financial Concepts investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Strategic Financial Concepts

Quarter filed Position value Share count Share price at filing
2024-03-31 $1.4M 24k 60.17
2023-12-31 $217k 1.4k 157.70
2023-09-30 $983k 6.1k 159.94
2023-06-30 $955k 6.1k 157.19
2023-03-31 $886k 6.0k 147.44

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View all positions for Strategic Financial Concepts

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