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Wal-Mart Stores shares owned by Asset Planning Corporation

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

Historical chart of Asset Planning Corporation investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Asset Planning Corporation

Quarter filed Position value Share count Share price at filing
2025-09-30 $234k 2.3k 103.06
2025-06-30 $222k 2.3k 97.78
2024-12-31 $208k 2.3k 90.35