Wal-Mart Stores shares owned by Center for Financial Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Center for Financial Planning
from 13F filings
Historical chart of Center for Financial Planning investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Center for Financial Planning consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Center for Financial Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.4M | 13k | 103.06 |
| 2025-06-30 | $1.1M | 11k | 97.78 |
| 2025-03-31 | $956k | 11k | 87.79 |
| 2024-12-31 | $914k | 10k | 90.35 |
| 2024-09-30 | $818k | 10k | 80.75 |
| 2024-06-30 | $685k | 10k | 67.71 |
| 2024-03-31 | $588k | 9.8k | 60.17 |
| 2023-12-31 | $508k | 3.2k | 157.65 |
| 2023-09-30 | $509k | 3.2k | 159.93 |
| 2023-06-30 | $485k | 3.1k | 157.18 |
| 2023-03-31 | $444k | 3.0k | 147.45 |
| 2022-12-31 | $403k | 2.8k | 141.79 |
| 2022-09-30 | $335k | 2.6k | 129.74 |
| 2022-06-30 | $313k | 2.6k | 121.60 |
| 2022-03-31 | $363k | 2.4k | 148.83 |
| 2021-12-31 | $339k | 2.3k | 144.81 |
| 2021-09-30 | $305k | 2.2k | 139.27 |
| 2021-06-30 | $292k | 2.1k | 140.93 |
| 2021-03-31 | $280k | 2.1k | 135.79 |
| 2020-12-31 | $269k | 1.9k | 144.31 |
| 2020-09-30 | $266k | 1.9k | 140.07 |
| 2020-06-30 | $230k | 1.9k | 119.54 |
| 2020-03-31 | $254k | 2.2k | 113.54 |
| 2019-12-31 | $232k | 2.0k | 118.85 |
More positions owned by Center for Financial Planning
View all positions for Center for Financial Planning