Wal-Mart Stores shares owned by Montis Financial
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Montis Financial
from 13F filings
Historical chart of Montis Financial investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Montis Financial
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $642k | 6.2k | 103.06 |
| 2025-06-30 | $618k | 6.3k | 97.77 |
| 2025-03-31 | $555k | 6.3k | 87.78 |
| 2024-12-31 | $584k | 6.5k | 90.34 |
| 2024-09-30 | $487k | 6.0k | 80.75 |
| 2024-06-30 | $327k | 4.8k | 67.71 |
| 2024-03-31 | $287k | 4.8k | 60.17 |
| 2023-12-31 | $278k | 1.8k | 157.65 |
| 2023-09-30 | $282k | 1.8k | 159.93 |
| 2023-06-30 | $270k | 1.7k | 157.18 |
| 2023-03-31 | $253k | 1.7k | 147.45 |
| 2022-12-31 | $243k | 1.7k | 141.79 |
| 2022-09-30 | $224k | 1.7k | 129.48 |
| 2022-06-30 | $210k | 1.7k | 121.39 |
| 2022-03-31 | $258k | 1.7k | 149.13 |
| 2021-12-31 | $250k | 1.7k | 144.51 |
| 2021-09-30 | $235k | 1.7k | 135.84 |
| 2021-06-30 | $289k | 2.0k | 141.25 |
| 2021-03-31 | $300k | 2.2k | 135.50 |
| 2020-12-31 | $318k | 2.2k | 143.63 |