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Wal-Mart Stores shares owned by Partners in Financial Planning

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

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

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Partners in 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 Partners in Financial Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $642k 6.2k 103.06
2025-06-30 $609k 6.2k 97.78
2025-03-31 $547k 6.2k 87.79
2024-09-30 $493k 6.1k 80.75
2024-06-30 $414k 6.1k 67.71
2024-03-31 $368k 6.1k 60.17
2023-12-31 $321k 2.0k 157.65
2023-09-30 $350k 2.2k 159.93
2023-06-30 $282k 1.8k 157.18
2023-03-31 $264k 1.8k 147.45
2022-12-31 $257k 1.8k 143.60
2022-09-30 $273k 1.8k 150.23
2022-06-30 $248k 1.8k 136.84
2022-03-31 $260k 1.7k 156.86
2021-12-31 $221k 1.6k 135.33
2021-09-30 $228k 1.6k 139.38
2021-06-30 $231k 1.6k 141.02