Wal-Mart Stores shares owned by Holistic Planning
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Holistic Planning
from 13F filings
Historical chart of Holistic Planning investment in Wal-Mart Stores
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All positions including Wal-Mart Stores held by Holistic Planning consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in Wal-Mart Stores by Holistic Planning
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.5M | 24k | 103.06 |
| 2025-06-30 | $2.6M | 27k | 97.78 |
| 2025-03-31 | $2.3M | 27k | 87.79 |
| 2024-12-31 | $1.8M | 20k | 90.35 |
| 2024-09-30 | $1.6M | 20k | 80.75 |
| 2024-06-30 | $687k | 11k | 60.17 |
| 2024-03-31 | $687k | 11k | 60.17 |