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Wal-Mart Stores shares owned by Strategic Planning Group

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

Historical chart of Strategic Planning Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Strategic Planning Group

Quarter filed Position value Share count Share price at filing
2024-03-31 $8.9M 148k 60.17
2023-12-31 $6.5M 41k 157.65

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J P Morgan Exchange Traded F Active Growth (JGRO)
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Alphabet Cap Stk Cl C (GOOG)
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Wal-Mart Stores (WMT)
Principal Exchange Traded Active High Yl (YLD)

View all positions for Strategic Planning Group

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Legal & General Group
Charles Schwab Investment Management
Bank of New York Mellon
Wells Fargo & Company
Nuveen Asset Management
Susquehanna International

View all funds holding Wal-Mart Stores