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Wal-Mart Stores shares owned by Prosperity Planning

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

Historical chart of Prosperity Planning investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Prosperity Planning

Quarter filed Position value Share count Share price at filing
2026-06-30 $221k 2.0k 113.26

More positions owned by Prosperity Planning

Ishares Tr Core 1 5 Yr Usd (Principal) (ISTB)
Ishares Tr Msci Eafe Etf (EFA)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Malvern Fds Strm Infproidx (Principal) (VTIP)
American Centy Etf Tr Intl Smcp Vlu (AVDV)
Dimensional Etf Trust World Ex Us Core (DFAX)
Ishares Tr Ishs 1-5yr Invs (IGSB)
Ishares Tr Gnma Bond Etf (Principal) (GNMA)
American Centy Etf Tr Avantis Us Larg (AVLC)
American Centy Etf Tr Avantis Emgmkt (AVEM)
American Centy Etf Tr Avan Us Valu Etf (AVMV)
Ishares Tr S&p 500 Val Etf (IVE)
Vanguard Index Fds Mcap Gr Idxvip (VOT)
American Centy Etf Tr Us Sml Cp Valu (AVUV)
Vanguard Index Fds Sm Cp Val Etf (VBR)

View all positions for Prosperity Planning

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