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Wal-Mart Stores shares owned by Monterey Private Wealth

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Monterey Private Wealth from 13F filings

Historical chart of Monterey Private Wealth investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Monterey Private Wealth

Quarter filed Position value Share count Share price at filing
2024-09-30 $345k 4.3k 80.75
2024-06-30 $289k 4.3k 67.71
2024-03-31 $221k 3.7k 60.17
2023-06-30 $203k 1.3k 157.19

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View all positions for Monterey Private Wealth

Top funds holding Wal-Mart Stores

Vanguard Group
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BlackRock
State Street Corporation
Geode Capital Management
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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