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Wal-Mart Stores shares owned by Prepared Retirement Institute

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

Historical chart of Prepared Retirement Institute investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Prepared Retirement Institute

Quarter filed Position value Share count Share price at filing
2025-09-30 $325k 3.1k 103.05
2025-06-30 $294k 3.0k 97.79
2025-03-31 $257k 2.9k 87.79

More positions owned by Prepared Retirement Institute

Vanguard Specialized Funds Div App Etf (VIG)
Schwab Strategic Tr Us Dividend Eq (SCHD)
Fidelity Covington Trust Enhanced Large (FELG)
Wisdomtree Tr Itl Hdg Qtly Div (IHDG)
Ishares Tr Cmbs Etf (CMBS)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
Ishares Tr Faln Angls Usd (FALN)
Vanguard Index Fds Small Cp Etf (VB)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Franklin Templeton Etf Tr Intl Cor Div Til (DIVI)
Ishares Tr 1 3 Yr Treas Bd (SHY)
Trust For Professional Man Crossingbrdg Pre (SPC)

View all positions for Prepared Retirement Institute

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