Wal-Mart Stores shares owned by Phillips Wealth Planners
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Phillips Wealth Planners
from 13F filings
Historical chart of Phillips Wealth Planners investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Phillips Wealth Planners
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $756k | 7.4k | 102.70 |
| 2025-06-30 | $739k | 7.6k | 97.09 |
| 2025-03-31 | $258k | 2.8k | 92.79 |
| 2024-12-31 | $274k | 3.0k | 92.99 |
| 2024-09-30 | $416k | 5.1k | 81.21 |
| 2024-06-30 | $355k | 5.0k | 70.41 |
| 2024-03-31 | $359k | 6.0k | 59.84 |
| 2023-12-31 | $303k | 1.9k | 163.21 |
| 2023-09-30 | $276k | 1.7k | 160.74 |
| 2023-06-30 | $245k | 1.6k | 157.15 |
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