Ownership history in MOTCO · 85 quarters on record
This page tracks every 13F SEC filing in which MOTCO reported a position in WAL-MART STORES INC. COM (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | REDUCED | 144,358 | -2,099 | -1.4% | 1.46% | $16.1M | $111.41 |
| 2025 Q3 | ADDED | 146,457 | +516 | +0.4% | 1.38% | $15.1M | $102.85 |
| 2025 Q2 | REDUCED | 145,941 | -936 | -0.6% | 1.37% | $14.3M | $97.35 |
| 2025 Q1 | REDUCED | 146,877 | -4,393 | -2.9% | 1.36% | $12.9M | $87.20 |
| 2024 Q4 | REDUCED | 151,270 | -12,219 | -7.5% | 1.40% | $13.7M | $89.49 |
| 2024 Q3 | REDUCED | 163,489 | -12,159 | -6.9% | 1.32% | $13.2M | $79.81 |
| 2024 Q2 | REDUCED | 175,648 | -420 | -0.2% | 0.70% | $11.9M | $66.73 |
| 2024 Q1 | ADDED | 176,068 | +117,767 | +202.0% | 0.63% | $10.6M | $59.09 |
| 2023 Q4 | ADDED | 58,301 | +726 | +1.3% | 0.59% | $9.2M | $51.44 |
| 2023 Q3 | REDUCED | 57,575 | -1,244 | -2.1% | 0.63% | $9.2M | $51.99 |
As of 2025 Q4 — sorted by position size