Wal-Mart Stores shares owned by Asset Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Asset Planning
from 13F filings
Historical chart of Asset Planning investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Asset Planning 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
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $384k | 3.7k | 103.07 |
| 2025-06-30 | $363k | 3.7k | 97.78 |
| 2025-03-31 | $307k | 3.5k | 87.79 |
| 2024-12-31 | $316k | 3.5k | 90.35 |