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Wal-Mart Stores shares owned by Obsidian Personal Planning Solutions

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Obsidian Personal Planning Solutions from 13F filings

Historical chart of Obsidian Personal Planning Solutions investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Obsidian Personal Planning Solutions

Quarter filed Position value Share count Share price at filing
2025-09-30 $233k 2.3k 101.18
2025-06-30 $241k 2.5k 97.78
2025-03-31 $239k 2.5k 97.25
2024-12-31 $219k 2.2k 98.16

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Ishares Tr Ibonds 27 Trm Ts (IBTH)
Spdr Series Trust Portfolio Intrmd (SPIB)
Ishares Tr Core S&p Scp Etf (IJR)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Income Etf (JPIE)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Ishares Tr Eafe Grwth Etf (EFG)
Capital Group Growth Etf Shs Creation Uni (CGGR)
Spdr Series Trust Aerospace Def (XAR)
Vanguard Scottsdale Fds Mtg-bkd Secs Etf (VMBS)
First Tr Exchange Traded Nasdaq Cyb Etf (CIBR)
Invesco Exch Traded Fd Tr Ii S&p Midcp Low (XMLV)
Ishares Tr Fltg Rate Nt Etf (FLOT)

View all positions for Obsidian Personal Planning Solutions

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