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Wal-Mart Stores shares owned by LifePlan Investment Advisors

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2026-06-30 $487k 4.3k 113.26

More positions owned by LifePlan Investment Advisors

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Us Aggbd Et (AGG)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Goldman Sachs Etf Tr Marketbeta Us Eq (GSUS)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Univrsl Usd (IUSB)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Sm Cp Val Etf (VBR)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Vanguard Index Fds Sml Cp Grw Etf (VBK)
Ishares Tr Core Intl Aggr (IAGG)
Schwab Strategic Tr Us Tips Etf (SCHP)
Schwab Strategic Tr Intl Eqty Etf (SCHF)
Vanguard Index Fds Mcap Vl Idxvip (VOE)

View all positions for LifePlan Investment Advisors

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores