Wal-Mart Stores shares owned by Monticello Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Monticello Wealth Management
from 13F filings
Historical chart of Monticello Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Monticello Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $1.2M | 12k | 103.06 |
| 2025-06-30 | $974k | 10k | 97.78 |
| 2025-03-31 | $856k | 9.7k | 87.79 |
| 2024-12-31 | $898k | 9.9k | 90.35 |
| 2024-09-30 | $585k | 9.7k | 60.17 |
| 2024-06-30 | $659k | 9.7k | 67.71 |
| 2024-03-31 | $585k | 9.7k | 60.17 |
| 2023-12-31 | $845k | 5.4k | 157.66 |
| 2023-09-30 | $841k | 5.3k | 159.94 |
| 2023-06-30 | $557k | 3.5k | 157.19 |
| 2023-03-31 | $460k | 3.2k | 141.80 |
| 2022-12-31 | $460k | 3.2k | 141.80 |
| 2022-09-30 | $420k | 3.2k | 129.59 |
| 2022-06-30 | $400k | 3.3k | 121.54 |
| 2022-03-31 | $523k | 3.5k | 149.05 |
| 2021-12-31 | $508k | 3.5k | 144.81 |
| 2021-09-30 | $489k | 3.5k | 139.40 |
| 2021-06-30 | $495k | 3.5k | 141.15 |
| 2021-03-31 | $490k | 3.6k | 135.77 |
More positions owned by Monticello Wealth Management
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