Montag & Caldwell, LLC
- SEC CIK
- 0000067698
- Latest filing
- Aug 15, 2025
WMT holding history
Walmart Inc. in every 13F filed by Montag & Caldwell, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WMT overviewAll 13F holders of WMTFull Q2 2025 holdings
- Shares (Q2 2025)
- 3,000
- Value
- $293.3K
- % of portfolio
- 0.1%
- Quarters held
- 5
- Since Q2 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2025 | 3,000 | $293.3K | 0.1% | 00.0% | Unchanged | Holders |
| Q1 2025 | 3,000 | $263.4K | 0.1% | 00.0% | Unchanged | Holders |
| Q4 2024 | 3,000 | $271.1K | 0.1% | 00.0% | Unchanged | Holders |
| Q3 2024 | 3,000 | $242.3K | <0.1% | 00.0% | Unchanged | Holders |
| Q2 2024 | 3,000 | $203.1K | <0.1% | +3,000 | New | Holders |