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Wal-Mart Stores shares owned by Total Wealth Planning & Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Total Wealth Planning & Management from 13F filings

Historical chart of Total Wealth Planning & Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Total Wealth Planning & Management

Quarter filed Position value Share count Share price at filing
2025-06-30 $841k 8.6k 97.78
2025-03-31 $792k 9.0k 87.79
2024-12-31 $854k 9.4k 90.35