Envision Financial Planning »

Wal-Mart Stores shares owned by Envision Financial Planning

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Envision Financial Planning consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Envision Financial Planning

Quarter filed Position value Share count Share price at filing
2026-03-31 $221k 1.8k 124.28
2024-12-31 $213k 2.4k 90.35

More positions owned by Envision Financial Planning

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Ishares Tr Ibonds Dec 2033 (IBDY)
Ishares Tr Us Treas Bd Etf (GOVT)
Capital Group Conservative E SHS (CGCV)
Dimensional Etf Trust Us High Profitab (DUHP)
Dimensional Etf Trust Emgr Cre Eqt Mng (DFAE)
Dimensional Etf Trust Intl Core Eqt Mk (DFAI)
Dimensional Etf Trust Intl High Profit (DIHP)
Ishares Tr Ibonds Dec 2031 (IBDW)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Us Small Cap Etf (DFAS)
American Centy Etf Tr Avantis Us Mid C (AVMC)
Select Sector Spdr Tr State Street Hea (XLV)
Ishares Tr Ibonds Dec 29 (IBDU)

View all positions for Envision Financial Planning

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Northern Trust
Fisher Investments
FMR
State Farm Mutual Automobile Insurance Company
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores