Wal-Mart Stores shares owned by Walled Lake Planning & Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Walled Lake Planning & Wealth Management
from 13F filings
Historical chart of Walled Lake Planning & Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Walled Lake Planning & Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $491k | 4.8k | 103.07 |
| 2025-06-30 | $465k | 4.8k | 97.78 |
| 2025-03-31 | $280k | 3.2k | 87.80 |
| 2024-12-31 | $288k | 3.2k | 90.35 |
| 2024-09-30 | $257k | 3.2k | 80.75 |
| 2024-06-30 | $215k | 3.2k | 67.71 |
| 2021-09-30 | $154k | 1.1k | 139.11 |
| 2021-06-30 | $156k | 1.1k | 141.43 |
| 2021-03-31 | $149k | 1.1k | 135.95 |
| 2020-12-31 | $158k | 1.1k | 144.56 |
| 2020-09-30 | $157k | 1.1k | 140.05 |
| 2020-06-30 | $134k | 1.1k | 119.86 |
| 2020-03-31 | $137k | 1.2k | 113.22 |
| 2019-12-31 | $128k | 1.1k | 118.74 |
More positions owned by Walled Lake Planning & Wealth Management
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