Wal-Mart Stores shares owned by Spartan Planning & Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Spartan Planning & Wealth Management
from 13F filings
Historical chart of Spartan Planning & Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Spartan Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-12-31 | $1.0M | 9.4k | 111.41 |
| 2025-09-30 | $930k | 9.0k | 103.06 |
| 2025-06-30 | $906k | 9.3k | 97.78 |
| 2025-03-31 | $478k | 5.4k | 87.79 |
| 2024-12-31 | $782k | 8.7k | 90.35 |
| 2023-12-31 | $177k | 1.1k | 157.65 |
| 2023-09-30 | $71k | 446 | 159.93 |
| 2022-12-31 | $116k | 816 | 141.79 |
| 2022-03-31 | $99k | 664 | 149.10 |
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