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
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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 |
|---|---|---|---|
| 2026-03-31 | $1.3M | 10k | 124.29 |
| 2025-12-31 | $1.1M | 9.6k | 111.41 |
| 2025-06-30 | $841k | 8.6k | 97.78 |
| 2025-03-31 | $792k | 9.0k | 87.79 |
| 2024-12-31 | $854k | 9.4k | 90.35 |
More positions owned by Total Wealth Planning & Management
Home Depot (HD)
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