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Wal-Mart Stores shares owned by Comprehensive Financial Planning

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

Historical chart of Comprehensive Financial Planning investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Comprehensive 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 Comprehensive Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $19k 181 103.28
2025-06-30 $18k 181 97.75
2025-03-31 $16k 180 87.79
2024-12-31 $16k 180 90.35

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View all positions for Comprehensive Financial Planning

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Wal-Mart Stores