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Wal-Mart Stores shares owned by Peak Planning Group

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

Historical chart of Peak Planning Group investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Peak Planning Group

Quarter filed Position value Share count Share price at filing
2026-03-31 $2.2M 18k 124.28
2025-09-30 $1.3M 12k 103.06
2024-12-31 $1.6M 18k 90.35
2024-06-30 $1.2M 18k 67.71
2024-03-31 $905k 15k 60.17
2023-12-31 $774k 4.9k 157.67
2023-09-30 $764k 4.8k 159.93
2023-06-30 $739k 4.7k 157.20
2023-03-31 $706k 4.8k 147.46
2022-12-31 $657k 4.6k 141.77
2022-09-30 $584k 4.5k 129.68
2022-06-30 $351k 2.9k 121.58
2021-12-31 $639k 4.4k 144.69
2021-09-30 $614k 4.4k 139.39
2020-12-31 $552k 3.8k 144.14
2020-09-30 $282k 2.0k 139.92