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Wal-Mart Stores shares owned by Strategic Planning

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

Historical chart of Strategic Planning investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Strategic Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $577k 5.6k 103.07
2025-06-30 $534k 5.5k 97.78
2025-03-31 $477k 5.4k 87.79