Wal-Mart Stores shares owned by Montgomery Investment Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Montgomery Investment Management
from 13F filings
Historical chart of Montgomery Investment Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Montgomery Investment Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 11k | 103.06 |
| 2025-06-30 | $1.1M | 11k | 97.78 |
| 2025-03-31 | $1.0M | 11k | 87.79 |
| 2024-12-31 | $1.0M | 11k | 90.35 |
| 2024-09-30 | $922k | 11k | 80.75 |
| 2024-06-30 | $773k | 11k | 67.71 |
| 2024-03-31 | $687k | 11k | 60.17 |
| 2023-12-31 | $474k | 3.0k | 157.67 |
| 2023-09-30 | $481k | 3.0k | 159.95 |
| 2023-06-30 | $472k | 3.0k | 157.20 |
| 2023-03-31 | $443k | 3.0k | 147.47 |
| 2022-12-31 | $426k | 3.0k | 141.81 |
| 2022-09-30 | $390k | 3.0k | 129.83 |
| 2022-06-30 | $365k | 3.0k | 121.50 |
| 2022-03-31 | $447k | 3.0k | 148.80 |
| 2021-12-31 | $435k | 3.0k | 144.81 |
| 2021-09-30 | $419k | 3.0k | 139.48 |
| 2021-06-30 | $424k | 3.0k | 141.15 |
| 2021-03-31 | $517k | 3.8k | 135.91 |
| 2020-12-31 | $548k | 3.8k | 144.06 |
| 2020-09-30 | $532k | 3.8k | 139.85 |
| 2020-06-30 | $456k | 3.8k | 119.87 |
| 2020-03-31 | $432k | 3.8k | 113.56 |
| 2019-12-31 | $476k | 4.0k | 118.88 |
| 2019-09-30 | $475k | 4.0k | 118.63 |
| 2019-06-30 | $442k | 4.0k | 110.39 |
| 2019-03-31 | $488k | 5.0k | 97.52 |
| 2018-12-31 | $466k | 5.0k | 93.13 |
| 2018-09-30 | $498k | 5.3k | 93.89 |
| 2018-06-30 | $506k | 5.9k | 85.70 |
| 2018-03-31 | $525k | 5.9k | 88.92 |
| 2017-12-31 | $623k | 6.3k | 98.83 |
| 2017-09-30 | $563k | 7.2k | 78.15 |
| 2017-06-30 | $924k | 12k | 75.69 |
| 2017-03-31 | $1.2M | 16k | 72.10 |
| 2016-12-31 | $1.1M | 17k | 69.14 |
| 2016-09-30 | $1.3M | 18k | 72.16 |
| 2016-06-30 | $1.3M | 18k | 73.04 |
| 2016-03-31 | $1.2M | 18k | 68.51 |
| 2015-12-31 | $1.1M | 18k | 61.29 |
| 2015-09-30 | $1.2M | 18k | 64.85 |
| 2015-06-30 | $1.3M | 18k | 70.93 |
| 2015-03-31 | $1.5M | 19k | 82.22 |
| 2014-12-31 | $1.3M | 15k | 85.88 |
| 2014-09-30 | $1.0M | 13k | 76.44 |
| 2014-06-30 | $886k | 12k | 75.06 |
| 2014-03-31 | $935k | 12k | 76.40 |
| 2013-12-31 | $963k | 12k | 78.69 |
| 2013-09-30 | $1.1M | 14k | 73.94 |
| 2013-06-30 | $1.0M | 14k | 74.49 |
| 2013-03-31 | $1.1M | 14k | 74.83 |
| 2012-12-31 | $1.1M | 16k | 68.25 |
| 2012-09-30 | $1.6M | 22k | 73.81 |
| 2012-06-30 | $1.5M | 22k | 69.74 |
| 2012-03-31 | $1.5M | 25k | 61.18 |
| 2011-12-31 | $1.6M | 26k | 59.75 |
| 2011-09-30 | $1.3M | 26k | 51.88 |
| 2011-03-31 | $1.3M | 25k | 52.05 |
More positions owned by Montgomery Investment Management
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