Wal-Mart Stores shares owned by MPS Loria Financial Planners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by MPS Loria Financial Planners
from 13F filings
Historical chart of MPS Loria Financial Planners investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by MPS Loria Financial Planners consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by MPS Loria Financial Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $490k | 4.8k | 103.06 |
| 2025-06-30 | $464k | 4.7k | 97.78 |
| 2025-03-31 | $429k | 4.9k | 87.81 |
| 2024-12-31 | $441k | 4.9k | 90.37 |
| 2024-09-30 | $394k | 4.9k | 80.75 |
| 2024-06-30 | $385k | 5.7k | 67.71 |
| 2024-03-31 | $341k | 5.7k | 60.18 |
| 2023-12-31 | $373k | 2.4k | 157.66 |
| 2023-09-30 | $378k | 2.4k | 159.91 |
| 2023-06-30 | $372k | 2.4k | 157.16 |
| 2023-03-31 | $349k | 2.4k | 147.47 |
| 2022-12-31 | $358k | 2.5k | 141.78 |
| 2022-09-30 | $374k | 2.9k | 129.77 |
| 2022-06-30 | $345k | 2.8k | 121.39 |
| 2022-03-31 | $435k | 2.9k | 148.87 |
| 2021-12-31 | $438k | 3.0k | 144.51 |
| 2021-09-30 | $407k | 2.9k | 139.34 |
| 2021-06-30 | $391k | 2.8k | 141.16 |
| 2021-03-31 | $375k | 2.8k | 135.53 |
| 2020-12-31 | $406k | 2.8k | 146.68 |
| 2020-09-30 | $342k | 2.4k | 140.11 |
| 2020-06-30 | $212k | 1.8k | 119.77 |
| 2020-03-31 | $222k | 2.4k | 92.19 |
| 2017-06-30 | $185k | 2.3k | 80.65 |
More positions owned by MPS Loria Financial Planners
View all positions for MPS Loria Financial Planners