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Wal-Mart Stores shares owned by Lakeshore Financial Planning

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $273k 2.6k 103.06
2025-06-30 $259k 2.6k 97.78
2025-03-31 $232k 2.6k 87.79
2024-12-31 $255k 2.8k 90.35
2024-09-30 $228k 2.8k 80.75

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Select Sector Spdr Tr Financial (XLF)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Dimensional Etf Trust Us Large Cap Val (DFLV)
Vanguard World Health Car Etf (VHT)
Microsoft Corporation (MSFT)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Apple (AAPL)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Ishares Tr Core S&p Scp Etf (IJR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Russell 3000 Etf (IWV)
Dimensional Etf Trust Internatnal Val (DFIV)

View all positions for Lakeshore 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