Wal-Mart Stores shares owned by Montag & Caldwell
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Montag & Caldwell
from 13F filings
Historical chart of Montag & Caldwell investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Montag & Caldwell
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $293k | 3.0k | 97.78 |
| 2025-03-31 | $263k | 3.0k | 87.79 |
| 2024-12-31 | $271k | 3.0k | 90.35 |
| 2024-09-30 | $242k | 3.0k | 80.75 |
| 2024-06-30 | $203k | 3.0k | 67.71 |
| 2011-03-31 | $8.0k | 151 | 52.98 |