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Wal-Mart Stores shares owned by Planning Strategies

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

Historical chart of Planning Strategies investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Planning Strategies

Quarter filed Position value Share count Share price at filing
2026-06-30 $98k 862 113.26

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Top funds holding Wal-Mart Stores

BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Invesco
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Goldman Sachs Group
Northern Trust
Fisher Investments
State Farm Mutual Automobile Insurance Company
FMR
Charles Schwab Investment Management
Royal Bank of Canada

View all funds holding Wal-Mart Stores