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Wal-Mart Stores shares owned by Spartan Planning & Wealth Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Spartan Planning & Wealth Management from 13F filings

Historical chart of Spartan Planning & Wealth Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Spartan Planning & Wealth Management consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Spartan Planning & Wealth Management

Quarter filed Position value Share count Share price at filing
2023-12-31 $177k 1.1k 157.65
2023-09-30 $71k 446 159.93
2022-12-31 $116k 816 141.79
2022-03-31 $99k 664 149.10

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View all positions for Spartan Planning & Wealth Management

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Susquehanna International
Norges Bank Investment Management
Bank of America Corporation
CalPERS
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
Swiss National Bank
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores