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Wal-Mart Stores shares owned by Investment Planning Advisors

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

Historical chart of Investment Planning Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Investment Planning Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $677k 6.6k 103.06
2025-06-30 $398k 4.1k 97.78
2025-03-31 $314k 3.6k 87.79
2024-12-31 $201k 2.2k 90.36

More positions owned by Investment Planning Advisors

Spdr Series Trust Portfolio S&p500 (SPLG)
Vanguard Index Fds Extend Mkt Etf (VXF)
Vanguard World Mega Cap Index (MGC)
Ea Series Trust Freedom 100 Em (FRDM)
Vanguard Malvern Fds Core Bd Etf (VCRB)
Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Capital Group Core Equity Et Shs Creation Uni (CGUS)
Blackrock Etf Trust Ii Ishares Flexible (BINC)
Vanguard Bd Index Fds Short Trm Bond (BSV)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Capital Grp Fixed Incm Etf T Core Plus Incm (CGCP)
J P Morgan Exchange Traded F Equity Focus Etf (JPEF)
Spdr Series Trust Portfoli S&p1500 (SPTM)

View all positions for Investment Planning Advisors

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