Wal-Mart Stores shares owned by Briaud Financial Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Briaud Financial Planning
from 13F filings
Historical chart of Briaud Financial Planning investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Briaud Financial Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Briaud Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $232k | 2.4k | 97.68 |
| 2025-03-31 | $220k | 2.5k | 87.44 |
| 2024-12-31 | $227k | 2.5k | 90.22 |
| 2024-09-30 | $176k | 2.2k | 80.62 |
| 2024-06-30 | $147k | 2.2k | 67.34 |
| 2024-03-31 | $132k | 2.2k | 60.44 |
| 2023-09-30 | $116k | 727 | 159.56 |