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

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Quarterly reported holdings in Wal-Mart Stores by Montag & Caldwell

Quarter filed Position value Share count Share price at filing
2024-09-30 $242k 3.0k 80.75
2024-06-30 $203k 3.0k 67.71
2011-03-31 $8.0k 151 52.98

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Chipotle Mexican Grill Common Stock (CMG)

View all positions for Montag & Caldwell

Top funds holding Wal-Mart Stores

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

View all funds holding Wal-Mart Stores