Plan »

Wal-Mart Stores shares owned by Plan

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

Historical chart of Plan investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Plan

Quarter filed Position value Share count Share price at filing
2023-12-31 $2.6M 17k 157.65
2023-09-30 $2.6M 16k 159.93
2023-06-30 $2.0M 13k 157.18
2023-03-31 $1.6M 11k 147.45
2022-12-31 $1.6M 11k 141.79
2022-09-30 $1.4M 11k 129.72
2022-06-30 $1.3M 11k 121.62
2022-03-31 $1.6M 11k 148.91
2021-12-31 $1.9M 13k 144.71
2021-09-30 $1.8M 13k 139.38
2021-06-30 $1.8M 12k 141.04
2021-03-31 $1.7M 13k 135.81
2020-12-31 $1.9M 13k 144.18
2020-09-30 $1.7M 13k 139.89
2020-06-30 $1.6M 13k 119.76
2020-03-31 $1.4M 12k 113.65
2019-12-31 $1.5M 13k 118.85
2019-09-30 $1.5M 13k 118.70
2019-06-30 $1.4M 13k 110.51
2019-03-31 $1.4M 14k 97.51
2018-12-31 $2.5M 27k 93.13
2018-09-30 $1.2M 13k 93.88
2018-06-30 $1.1M 13k 85.65
2018-03-31 $1.1M 13k 88.93
2017-12-31 $1.3M 14k 98.82
2017-09-30 $1.1M 14k 78.12
2017-06-30 $1.1M 15k 75.64
2017-03-31 $1.1M 15k 72.10
2016-12-31 $1.1M 16k 69.14
2016-09-30 $1.0M 14k 72.12
2016-03-31 $305k 4.4k 68.57
2015-09-30 $438k 6.8k 64.88
2015-06-30 $433k 6.1k 71.00
2015-03-31 $438k 5.3k 82.27
2014-12-31 $747k 8.7k 85.94
2014-09-30 $1.3M 17k 76.43
2014-06-30 $477k 6.3k 75.14
2014-03-31 $1.6M 21k 76.49
2013-12-31 $1.4M 20k 70.59