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Wal-Mart Stores shares owned by Peak Retirement Planning

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

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

Tip: Access up to 7 years of quarterly data

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

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

Quarter filed Position value Share count Share price at filing
2025-09-30 $267k 2.6k 103.07

More positions owned by Peak Retirement Planning

Ishares 0-3 Month Treasury Bond Etf Exchange Traded Fund (SGOV)
Vanguard Ftse Developed Markets Etf Exchange Traded Fund (VEA)
Invesco QQQ Trust, Series 1 Exchange Traded Fund
Vanguard S&p 500 Etf Exchange Traded Fund (VOO)
SPDR Gold MiniShares Trust Exchange Traded Fund
Communicat Svs Slct Sec Spdr Etf Exchange Traded Fund (XLC)
Vanguard Ftse Emerging Markets Etf Exchange Traded Fund (VWO)
Spdr Fund Consumer Discre Select Etf Exchange Traded Fund (XLY)
Real Estate Select Sctr Spdr Etf Exchange Traded Fund (XLRE)
Materials Select Sector SPDR Exchange Traded Fund (XLB)
Vanguard Growth Etf Exchange Traded Fund (VUG)
Vanguard Mid Cap Growth Etf Exchange Traded Fund (VOT)
Vanguard Small Cap Valueetf Exchange Traded Fund (VBR)
Vanguard Total Stock Market Etf Exchange Traded Fund (VTI)
Vanguard Value Etf Exchange Traded Fund (VTV)

View all positions for Peak Retirement Planning

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