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Wal-Mart Stores shares owned by Essential Planning

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

Historical chart of Essential Planning investment in Wal-Mart Stores

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

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Quarterly reported holdings in Wal-Mart Stores by Essential Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $455k 2.9k 157.65
2023-09-30 $462k 2.9k 159.93
2023-06-30 $454k 2.9k 157.18
2023-03-31 $426k 2.9k 147.45
2022-12-31 $380k 2.9k 129.70
2022-09-30 $380k 2.9k 129.87