Wal-Mart Stores shares owned by Retirement Planning Group
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Retirement Planning Group
from 13F filings
Historical chart of Retirement Planning Group investment in Wal-Mart Stores
Tip: Access up to 7 years of quarterly data
All positions including Wal-Mart Stores held by Retirement Planning Group consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Wal-Mart Stores by Retirement Planning Group
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $2.9M | 36k | 80.75 |
| 2024-06-30 | $1.3M | 19k | 67.71 |
| 2024-03-31 | $1.3M | 22k | 60.17 |
| 2023-12-31 | $1.1M | 6.8k | 157.67 |
| 2023-09-30 | $1.1M | 7.1k | 159.95 |
| 2023-06-30 | $1.2M | 7.5k | 157.18 |
| 2023-03-31 | $1.1M | 7.3k | 147.46 |
| 2022-12-31 | $1.0M | 7.1k | 141.79 |
| 2022-09-30 | $919k | 7.1k | 129.71 |
| 2022-06-30 | $731k | 6.0k | 121.57 |
| 2022-03-31 | $859k | 5.8k | 148.95 |
| 2021-12-31 | $843k | 5.8k | 144.70 |
| 2021-09-30 | $668k | 4.8k | 139.40 |
| 2021-06-30 | $675k | 4.8k | 140.95 |
| 2021-03-31 | $464k | 3.4k | 135.91 |
| 2020-12-31 | $652k | 4.5k | 144.18 |
| 2020-09-30 | $633k | 4.5k | 139.98 |
| 2020-06-30 | $210k | 1.8k | 119.59 |
| 2013-12-31 | $200k | 2.5k | 78.68 |
| 2012-12-31 | $156k | 2.3k | 68.18 |
| 2012-09-30 | $171k | 2.3k | 74.87 |
| 2012-06-30 | $161k | 2.3k | 69.67 |
| 2012-03-31 | $148k | 2.4k | 61.23 |
| 2011-12-31 | $144k | 2.4k | 59.58 |
| 2011-09-30 | $130k | 2.5k | 52.06 |
| 2010-12-31 | $90k | 1.6k | 56.24 |