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Wal-Mart Stores shares owned by Vertex Planning Partners

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

Historical chart of Vertex Planning Partners investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Vertex Planning Partners

Quarter filed Position value Share count Share price at filing
2024-09-30 $786k 9.7k 80.75
2024-06-30 $659k 9.7k 67.71
2024-03-31 $578k 9.6k 60.17
2023-12-31 $536k 3.4k 157.65
2023-09-30 $601k 3.8k 159.93
2023-06-30 $589k 3.8k 157.18
2023-03-31 $544k 3.7k 147.45
2022-12-31 $676k 4.8k 141.79