Monarch Capital Management Inc / WMT
Monarch Capital Management Inc’s Walmart Inc Position
Does Monarch Capital Management Inc own Walmart Inc (WMT)? Yes — 117.8K shares worth $15M (+3.59% of its 13F portfolio) as of Q1 2026, down from 125.9K shares the prior filed quarter.
Position Value
$15M
Q1 2026
Shares
117.8K
% of Portfolio
+3.59%
Quarters Held
30
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 117.8K | $15M | +3.59% |
| Q4 2025 | 125.9K | $14M | +3.45% |
| Q3 2025 | 130.5K | $13M | +3.30% |
| Q2 2025 | 133.0K | $13M | +3.49% |
| Q1 2025 | 139.0K | $12M | +3.40% |
| Q4 2024 | 145.7K | $13M | +3.61% |
| Q3 2024 | 150.9K | $12M | +3.28% |
| Q2 2024 | 153.0K | $10M | +3.04% |
| Q1 2024 | 154.8K | $9M | +2.64% |
| Q4 2023 | 52.7K | $8M | +2.52% |
| Q3 2023 | 54.9K | $9M | +2.82% |
| Q2 2023 | 55.7K | $9M | +2.66% |
| Q1 2023 | 57.4K | $8M | +2.60% |
| Q4 2022 | 59.7K | $8M | +2.61% |
| Q3 2022 | 63.4K | $8M | +2.68% |
| Q2 2022 | 65.2K | $8M | +2.36% |
| Q1 2022 | 65.5K | $10M | +2.58% |
| Q4 2021 | 66.4K | $10M | +2.46% |
| Q3 2021 | 67.1K | $9M | +2.60% |
| Q2 2021 | 67.3K | $9M | +2.71% |
| Q1 2021 | 68.3K | $9M | +2.75% |
| Q4 2020 | 68.9K | $10M | +3.12% |
| Q3 2020 | 70.3K | $10M | +3.42% |
| Q2 2020 | 71.8K | $9M | +3.14% |
| Q1 2020 | 73.4K | $8M | +3.40% |
| Q4 2019 | 76.0K | $9M | +2.95% |
| Q3 2019 | 75.6K | $9M | +3.14% |
| Q2 2019 | 76.0K | $8M | +3.00% |
| Q1 2019 | 77.0K | $8M | +2.72% |
| Q4 2018 | 77.6K | $7M | +2.93% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monarch Capital Management Inc’s full portfolio or all institutional holders of WMT.