Wal-Mart Stores shares owned by WealthPlan Investment Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by WealthPlan Investment Management
from 13F filings
Historical chart of WealthPlan Investment Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by WealthPlan Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $20M | 194k | 103.40 |
| 2025-06-30 | $19M | 198k | 97.78 |
| 2025-03-31 | $15M | 175k | 87.79 |
| 2024-12-31 | $17M | 190k | 90.35 |
| 2024-09-30 | $17M | 209k | 80.75 |
| 2024-06-30 | $13M | 186k | 67.71 |
| 2024-03-31 | $11M | 181k | 60.17 |
| 2023-12-31 | $7.2M | 46k | 157.65 |
| 2023-09-30 | $7.1M | 44k | 159.93 |
| 2023-06-30 | $1.2M | 7.9k | 157.18 |
| 2023-03-31 | $58k | 390 | 147.42 |
| 2022-12-31 | $1.4M | 9.7k | 145.30 |
| 2022-09-30 | $1.3M | 9.4k | 139.53 |
| 2022-03-31 | $1.2M | 8.1k | 142.86 |
More positions owned by WealthPlan Investment Management
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