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Wal-Mart Stores shares owned by United Capital Financial Advisers

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by United Capital Financial Advisers from 13F filings

Historical chart of United Capital Financial Advisers investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by United Capital Financial Advisers

Quarter filed Position value Share count Share price at filing
2024-03-31 $44M 727k 60.17
2023-12-31 $44M 279k 157.65
2023-09-30 $84M 524k 159.93
2023-06-30 $90M 572k 157.18
2023-03-31 $85M 573k 147.45
2022-12-31 $83M 587k 141.79
2022-09-30 $76M 586k 129.70
2022-06-30 $74M 608k 121.58
2022-03-31 $42M 284k 148.92
2021-12-31 $40M 276k 144.69
2021-09-30 $39M 280k 139.38
2021-06-30 $39M 277k 141.02
2021-03-31 $39M 284k 135.83
2020-12-31 $77M 531k 144.15
2020-09-30 $75M 533k 139.91
2020-06-30 $61M 511k 119.78
2020-03-31 $63M 573k 109.82
2019-12-31 $58M 488k 118.84
2019-09-30 $52M 442k 118.68
2019-06-30 $52M 473k 110.49
2019-03-31 $43M 441k 97.53
2018-12-31 $40M 431k 93.15
2018-09-30 $31M 328k 93.91
2018-06-30 $27M 319k 85.65
2018-03-31 $27M 305k 88.97
2017-12-31 $29M 288k 99.40
2017-09-30 $22M 282k 78.14
2017-06-30 $20M 260k 75.68
2017-03-31 $18M 247k 72.08
2016-12-31 $16M 226k 69.12
2016-09-30 $16M 218k 72.12
2016-06-30 $14M 196k 73.00
2016-03-31 $13M 192k 68.49
2015-12-31 $12M 196k 61.30
2015-09-30 $7.7M 119k 64.84
2015-06-30 $6.3M 89k 70.93
2015-03-31 $2.7M 35k 78.05
2014-12-31 $2.5M 29k 85.89
2014-09-30 $3.1M 40k 76.46
2014-06-30 $2.4M 32k 75.08
2014-03-31 $2.4M 31k 76.42
2013-12-31 $2.6M 34k 78.68
2013-09-30 $1.8M 24k 73.98
2013-06-30 $2.3M 31k 74.50
2013-03-31 $2.1M 28k 74.82
2012-12-31 $1.8M 27k 68.25
2012-09-30 $1.9M 25k 73.80
2012-06-30 $2.3M 32k 69.73
2011-12-31 $6.1M 101k 59.76
2011-09-30 $1.0M 19k 51.92
2011-03-31 $1.7M 33k 52.04
2010-12-31 $670k 12k 53.93

More positions owned by United Capital Financial Advisers

Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
Ishares Core S&p 500 Etf Exchange Traded Fund (IVV)
Vanguard Short-term Bond Etf Exchange Traded Fund (BSV)
Ishares Core Msci Eafe Etf Exchange Traded Fund (IEFA)
Apple Common Stock (AAPL)
Microsoft Corporation Common Stock (MSFT)
Ishares Core Total Usd Bond Market Etf Exchange Traded Fund (IUSB)
Vanguard Value Etf Exchange Traded Fund (VTV)
Vanguard Intermediate-term Bond Etf Exchange Traded Fund (BIV)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Ishares Currency Hedged Msci Eafe Etf Exchange Traded Fund (HEFA)
Ishares U.s. Treasury Bond Etf Exchange Traded Fund (GOVT)
Nvidia Corporation Common Stock (NVDA)
Ishares Mbs Etf Exchange Traded Fund (MBB)
Ishares Core S&p Small Cap Etf Exchange Traded Fund (IJR)

View all positions for United Capital Financial Advisers

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