SEC 13F Intelligence

Monument Capital Management / WMT

Monument Capital Management’s Walmart Inc Position

Does Monument Capital Management own Walmart Inc (WMT)? Yes — 52.4K shares worth $7M (+1.63% of its 13F portfolio) as of Q1 2026, down from 53.1K shares the prior filed quarter.

Position Value
$7M
Q1 2026
Shares
52.4K
% of Portfolio
+1.63%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $2MQ4 ’18Q1 ’19: $2MQ2 ’19: $2MQ3 ’19: $2MQ4 ’19: $2MQ4 ’19Q1 ’20: $2MQ2 ’20: $2MQ3 ’20: $2MQ4 ’20: $3MQ4 ’20Q1 ’21: $2MQ2 ’21: $2MQ3 ’21: $2MQ4 ’21: $2MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $3MQ4 ’22: $3MQ4 ’22Q1 ’23: $3MQ2 ’23: $4MQ3 ’23: $4MQ4 ’23: $4MQ4 ’23Q1 ’24: $2MQ2 ’24: $2MQ3 ’24: $2MQ4 ’24: $3MQ4 ’24Q1 ’25: $5MQ2 ’25: $5MQ3 ’25: $5MQ4 ’25: $6MQ4 ’25Q1 ’26: $7Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202652.4K$7M+1.63%
Q4 202553.1K$6M+1.47%
Q3 202553.3K$5M+1.37%
Q2 202554.9K$5M+1.40%
Q1 202555.0K$5M+1.48%
Q4 202428.3K$3M+0.71%
Q3 202428.3K$2M+0.63%
Q2 202427.6K$2M+0.55%
Q1 202428.0K$2M+0.49%
Q4 202322.7K$4M+1.15%
Q3 202322.1K$4M+1.19%
Q2 202322.3K$4M+1.12%
Q1 202322.3K$3M+1.10%
Q4 202222.5K$3M+1.09%
Q3 202221.4K$3M+1.04%
Q2 202216.2K$2M+0.74%
Q1 202217.2K$3M+0.83%
Q4 202115.7K$2M+0.70%
Q3 202116.8K$2M+0.80%
Q2 202116.7K$2M+0.82%
Q1 202116.5K$2M+0.90%
Q4 202017.9K$3M+1.20%
Q3 202017.7K$2M+1.31%
Q2 202017.5K$2M+1.23%
Q1 202017.7K$2M+1.45%
Q4 201918.0K$2M+1.09%
Q3 201919.0K$2M+1.22%
Q2 201919.0K$2M+1.13%
Q1 201919.5K$2M+1.08%
Q4 201820.1K$2M+1.17%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Monument Capital Management’s full portfolio or all institutional holders of WMT.