Wal-Mart Stores shares owned by Montz Harcus Wealth Management
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Montz Harcus Wealth Management
from 13F filings
Historical chart of Montz Harcus Wealth Management investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Montz Harcus Wealth Management
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $712k | 6.9k | 103.07 |
| 2025-06-30 | $565k | 5.8k | 97.78 |
| 2025-03-31 | $501k | 5.7k | 87.78 |
| 2024-12-31 | $480k | 5.3k | 90.36 |
| 2024-09-30 | $427k | 5.3k | 80.75 |
| 2024-06-30 | $361k | 5.3k | 67.71 |
| 2024-03-31 | $316k | 5.2k | 60.18 |
| 2023-12-31 | $272k | 1.7k | 157.69 |
| 2023-09-30 | $244k | 1.5k | 159.97 |
| 2023-06-30 | $238k | 1.5k | 157.22 |
| 2023-03-31 | $222k | 1.5k | 147.43 |
| 2022-12-31 | $213k | 1.5k | 141.78 |
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