Morton Capital Management »

Wal-Mart Stores shares owned by Morton Capital Management

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Morton Capital Management from 13F filings

Historical chart of Morton Capital Management investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Morton Capital Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by Morton Capital Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $202k 1.6k 124.27
2025-06-30 $338k 3.5k 97.78

More positions owned by Morton Capital Management

Vaneck Merk Gold Etf Gold Shs (OUNZ)
Wisdomtree Tr Floatng Rat Trea (USFR)
Dimensional Etf Trust World Ex Us Core (DFAX)
Tcw Etf Trust Flexible Income (FLXR)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Vaneck Etf Trust Natural Resourc (HAP)
Apple (AAPL)
Microsoft Corporation (MSFT)
Ishares Gold Tr Ishares New (IAU)
Dimensional Etf Trust Us Core Equity 1 (DCOR)
Ishares Tr Rus 1000 Val Etf (IWD)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Dimensional Etf Trust Us Core Eqt Mkt (DFAU)
Vaneck Etf Trust Gold Miners Etf (GDX)
Invesco Exchange Traded Fd T Intl Divi Achi (PID)

View all positions for Morton Capital Management

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
Vanguard Capital Management
State Street Corporation
Geode Capital Management
Vanguard Portfolio Management
Morgan Stanley
Bank of America Corporation
Invesco
Goldman Sachs Group
Northern Trust
Fisher Investments
FMR
State Farm Mutual Automobile Insurance Company
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores