Wal-Mart Stores shares owned by Plan Group Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Plan Group Financial
from 13F filings
Historical chart of Plan Group Financial investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Plan Group Financial consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Plan Group Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $2.5M | 22k | 111.41 |
| 2025-09-30 | $2.4M | 23k | 103.06 |
| 2025-06-30 | $2.0M | 21k | 97.78 |
| 2025-03-31 | $1.8M | 21k | 87.79 |
| 2024-12-31 | $1.2M | 14k | 90.35 |
| 2024-09-30 | $1.1M | 14k | 80.75 |
| 2024-06-30 | $914k | 14k | 67.71 |
| 2024-03-31 | $838k | 14k | 60.17 |
| 2023-09-30 | $315k | 2.0k | 159.90 |