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Wal-Mart Stores shares owned by Intrepid Financial Planning Group

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

Historical chart of Intrepid Financial Planning Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Intrepid Financial Planning Group

Quarter filed Position value Share count Share price at filing
2023-09-30 $267k 1.7k 159.93
2023-06-30 $262k 1.7k 157.18
2023-03-31 $246k 1.7k 147.45
2022-12-31 $236k 1.7k 141.79
2022-09-30 $216k 1.7k 129.57

More positions owned by Intrepid Financial Planning Group

Ishares Tr Core S&p500 Etf (IVV)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Invesco Exch Traded Fd Tr Ii Pfd Etf (PGX)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Select Sector Spdr Tr Technology (XLK)
Eli Lilly & Co. (LLY)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Select Sector Spdr Tr Energy (XLE)
Spdr S&p Midcap 400 Etf Tr Utser1 S&pdcrp (MDY)
Ishares U S Etf Tr Bloomberg Roll (CMDY)
JPMorgan Chase & Co. (JPM)
Northwest Bancshares (NWBI)
Select Sector Spdr Tr Indl (XLI)

View all positions for Intrepid Financial Planning Group

Top funds holding Wal-Mart Stores

Vanguard Group
Bank of New York Mellon
Norges Bank Investment Management
Bank of America Corporation
T. Rowe Price Associates
Jpmorgan Chase & Co
Raymond James & Associates
State Farm Mutual Automobile Insurance Company
Sumitomo Mitsui Trust Holdings
Legal & General Group
Goldman Sachs Group
Charles Schwab Investment Management
Fisher Investments
Wells Fargo & Company
Raymond James Financial Services Advisors

View all funds holding Wal-Mart Stores