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Disclosery

Monument Capital Management: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Monument Capital Management on WMT, newest first. How the timeline and the estimate are built.

Monument Capital Management held 51,833 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 51,833 shares
    Change vs previous 13F +239 shares

    1.12% of the 13F portfolio, value $5,386,526.

    13F-HR 0001729428-26-000006 filed by Monument Capital Management
    Accepted , ingested

  2. period ended2026-06-30
    13F 51,594 shares
    Change vs previous 13F -769 shares

    1.18% of the 13F portfolio, value $5,843,593.

    13F-HR 0001729428-26-000005 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2026-03-31
    13F 52,363 shares
    Change vs previous 13F -740 shares

    1.63% of the 13F portfolio, value $6,507,736.

    13F-HR 0001729428-26-000003 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-12-31
    13F 53,103 shares
    Change vs previous 13F -180 shares

    1.47% of the 13F portfolio, value $5,916,261.

    13F-HR 0001729428-26-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-09-30
    13F 53,283 shares
    Change vs previous 13F -1,576 shares

    1.37% of the 13F portfolio, value $5,491,397.

    13F-HR 0001729428-25-000010 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-06-30
    13F 54,859 shares
    Change vs previous 13F -145 shares

    1.4% of the 13F portfolio, value $5,364,124.

    13F-HR 0001729428-25-000008 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2025-03-31
    13F 55,004 shares
    Change vs previous 13F +26,685 shares

    1.48% of the 13F portfolio, value $4,828,759.

    13F-HR 0001729428-25-000002 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-12-31
    13F 28,319 shares
    Change vs previous 13F not available

    0.71% of the 13F portfolio, value $2,558,645.

    13F-HR 0001729428-25-000001 filed by Monument Capital Management
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).