Wal-Mart Stores shares owned by Asset Planning Services
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Asset Planning Services
from 13F filings
Historical chart of Asset Planning Services investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Asset Planning Services consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Wal-Mart Stores by Asset Planning Services
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $10M | 100k | 103.06 |
| 2025-06-30 | $9.7M | 99k | 97.77 |
| 2025-03-31 | $8.7M | 99k | 87.79 |
| 2024-12-31 | $9.0M | 100k | 90.35 |
| 2024-09-30 | $8.0M | 100k | 80.75 |
| 2024-06-30 | $6.7M | 99k | 67.71 |
| 2024-03-31 | $5.9M | 99k | 60.18 |
| 2023-12-31 | $5.2M | 33k | 157.66 |
| 2023-09-30 | $5.3M | 33k | 159.93 |
| 2023-06-30 | $5.1M | 33k | 157.17 |
| 2023-03-31 | $4.9M | 33k | 147.44 |
| 2022-12-31 | $4.6M | 33k | 141.79 |
| 2022-09-30 | $4.2M | 33k | 129.69 |
| 2022-06-30 | $4.0M | 33k | 121.57 |
| 2022-03-31 | $4.6M | 31k | 148.93 |
| 2021-12-31 | $4.3M | 30k | 144.69 |
| 2021-09-30 | $4.3M | 31k | 139.39 |
| 2021-06-30 | $4.3M | 31k | 141.02 |
| 2021-03-31 | $3.9M | 29k | 135.84 |
| 2020-12-31 | $3.9M | 27k | 144.16 |
| 2020-09-30 | $3.7M | 27k | 139.93 |
| 2020-06-30 | $2.8M | 24k | 119.78 |
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