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Wal-Mart Stores shares owned by Holistic Planning

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

Historical chart of Holistic Planning investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Holistic Planning

Quarter filed Position value Share count Share price at filing
2024-03-31 $687k 11k 60.17

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Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Geode Capital Management
Morgan Stanley
Bank of America Corporation
T. Rowe Price Associates
FMR
Fisher Investments
Northern Trust
State Farm Mutual Automobile Insurance Company
Jpmorgan Chase & Co
Franklin Resources
Ameriprise Financial
Legal & General Group
Charles Schwab Investment Management

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