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Montag & Caldwell’s Walmart WMT Stock Holding History

Montag & Caldwell’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change % 		Capital Flow Portfolio Weight Portfolio Position
2025
Q2 		$293K Hold
3,000
– – 0.06% 86
2025
Q1 		$263K Hold
3,000
– – 0.06% 83
2024
Q4 		$271K Hold
3,000
– – 0.06% 87
2024
Q3 		$242K Hold
3,000
– – 0.05% 85
2024
Q2 		$203K Buy
+3,000
New +$203K 0.04% 85