Wal-Mart Stores shares owned by Planned Solutions
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Planned Solutions
from 13F filings
Historical chart of Planned Solutions investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Planned Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $560k | 5.4k | 103.06 |
| 2025-06-30 | $531k | 5.4k | 97.78 |
| 2025-03-31 | $476k | 5.4k | 87.80 |
| 2024-12-31 | $490k | 5.4k | 90.36 |
| 2024-09-30 | $488k | 6.0k | 80.76 |
| 2024-06-30 | $409k | 6.0k | 67.71 |
| 2024-03-31 | $310k | 5.1k | 60.17 |
| 2023-12-31 | $271k | 1.7k | 157.65 |
| 2023-09-30 | $274k | 1.7k | 159.93 |
| 2023-06-30 | $270k | 1.7k | 157.18 |
| 2023-03-31 | $253k | 1.7k | 147.45 |
| 2022-12-31 | $224k | 1.6k | 141.79 |
| 2022-03-31 | $242k | 1.6k | 148.65 |
| 2021-12-31 | $224k | 1.5k | 144.98 |
| 2021-06-30 | $348k | 2.5k | 140.89 |
| 2021-03-31 | $336k | 2.5k | 136.03 |
| 2020-12-31 | $356k | 2.5k | 144.13 |
| 2020-09-30 | $346k | 2.5k | 140.08 |