SEC 13F Intelligence

Mowery & Schoenfeld Wealth Management, LLC / WMT

Mowery & Schoenfeld Wealth Management, LLC’s Walmart Inc Position

Does Mowery & Schoenfeld Wealth Management, LLC own Walmart Inc (WMT)? Yes — 13.6K shares worth $2M (+2.58% of its 13F portfolio) as of Q1 2026, down from 13.7K shares the prior filed quarter.

Position Value
$2M
Q1 2026
Shares
13.6K
% of Portfolio
+2.58%
Quarters Held
9
currently held

Position History WMT

Reported value by quarter
Q1 ’24: $579,883Q1 ’24Q2 ’24: $655,799Q3 ’24: $753,996Q3 ’24Q4 ’24: $896,761Q1 ’25: $871,352Q1 ’25Q2 ’25: $970,507Q3 ’25: $1MQ3 ’25Q4 ’25: $2MQ1 ’26: $2MQ1 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q1 202613.6K$2M+2.58%
Q4 202513.7K$2M+2.22%
Q3 202513.5K$1M+2.39%
Q2 20259.9K$970,507+1.47%
Q1 20259.9K$871,352+1.71%
Q4 20249.9K$896,761+1.74%
Q3 20249.3K$753,996+1.19%
Q2 20249.7K$655,799+0.94%
Q1 20249.6K$579,883+1.12%

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