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Wal-Mart Stores shares owned by Mountain Capital Investment Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Mountain Capital Investment Advisors from 13F filings

Historical chart of Mountain Capital Investment Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Wal-Mart Stores by Mountain Capital Investment Advisors

Quarter filed Position value Share count Share price at filing
2026-03-31 $441k 3.5k 127.61
2017-09-30 $16k 200 80.00
2017-06-30 $20k 266 75.19

More positions owned by Mountain Capital Investment Advisors

Schwab Strategic Tr Fundamental Intl (FNDF)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Emrg Mkteq Etf (SCHE)
Hartford Fds Exchange Traded Total Rtrn Etf (HTRB)
Vanguard Index Fds Small Cp Etf (VB)
The Alger Etf Trust 35 Etf (ATFV)
J P Morgan Exchange Traded F Equity Premium (JEPI)
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Vanguard Whitehall Fds Intl High Etf (VYMI)
Tesla Motors (TSLA)
Apple (AAPL)
J P Morgan Exchange Traded F Ultra Shrt Etf (JPST)
NVIDIA Corporation (NVDA)
Amazon (AMZN)

View all positions for Mountain Capital Investment Advisors

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
State Farm Mutual Automobile Insurance Company
FMR
Charles Schwab Investment Management

View all funds holding Wal-Mart Stores