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Wal-Mart Stores shares owned by OLIO Financial Planning

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

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

Tip: Access up to 7 years of quarterly data

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

Quarter filed Position value Share count Share price at filing
2025-12-31 $225k 2.0k 111.41

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Dimensional Etf Trust Us Equity Market (DFUS)
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Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Index Fds Mcap Vl Idxvip (VOE)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Vanguard Intl Equity Index F Allwrld Ex Us (VEU)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Vanguard Mun Bd Fds Tax Exempt Bd (VTEB)
Spdr Index Shs Fds Portfolio Emg Mk (SPEM)
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Spdr Series Trust State Street Spd (SPSB)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for OLIO Financial Planning

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Norges Bank Investment Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Goldman Sachs Group
Franklin Resources
Charles Schwab Investment Management
Ameriprise Financial
Wells Fargo & Company

View all funds holding Wal-Mart Stores