Position in WMT
as of Jun 30, 2026
· filed Jul 22, 2026
Position Value
$12,963,966
-$1,673,359 QoQ
Shares Held
114,462
-2.8% QoQ
Ownership
0.001%
of shares outstanding
% of Portfolio
3.24%
of 13F equity value
Holder Rank
#787
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 1%
Shared 0%
None 99%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026MONARCH CAPITAL MANAGEMENT INC holds $18,418,728 across 4 Discount Stores names. WMT ranks #1 (70.4% of the industry book) .
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $12,963,966 | 114,462 | Shares | Sole | 2026-07-22 | |
| 2026-03-31 | $14,637,325 | 117,777 | Shares | Sole | 2026-04-16 | |
| 2025-12-31 | $14,030,418 | 125,935 | Shares | Sole | 2026-01-23 | |
| 2025-09-30 | $13,451,803 | 130,524 | Shares | Sole | 2025-10-20 | |
| 2025-06-30 | $13,007,966 | 133,033 | Shares | Sole | 2025-08-20 | |
| 2025-03-31 | $12,206,848 | 139,046 | Shares | Sole | 2025-04-15 | |
| 2024-12-31 | $13,161,645 | 145,674 | Shares | Sole | 2025-01-15 | |
| 2024-09-30 | $12,183,802 | 150,883 | Shares | Sole | 2024-10-16 | |
| 2024-06-30 | $10,357,530 | 152,969 | Shares | Sole | 2024-07-24 | |
| 2024-03-31 | $9,316,963 | 154,844 | Shares | Sole | 2024-04-25 | |
| 2023-12-31 | $8,308,627 | 52,703 | Shares | Sole | 2024-01-17 | |
| 2023-09-30 | $8,772,640 | 54,853 | Shares | Sole | 2023-11-02 | |
| 2023-06-30 | $8,762,622 | 55,749 | Shares | Sole | 2023-08-01 | |
| 2023-03-31 | $8,458,469 | 57,365 | Shares | Sole | 2023-04-25 | |
| 2022-12-31 | $8,469,819 | 59,735 | Shares | Sole | 2023-01-26 | |
| 2022-09-30 | $8,217,655 | 63,359 | Shares | Sole | 2022-10-20 | |
| 2022-06-30 | $7,923,010 | 65,167 | Shares | Sole | 2022-07-20 | |
| 2022-03-31 | $9,747,558 | 65,455 | Shares | Sole | 2022-04-20 | |
| 2021-12-31 | $9,609,731 | 66,416 | Shares | Sole | 2022-01-19 | |
| 2021-09-30 | $9,357,973 | 67,140 | Shares | Sole | 2021-11-04 | |
| 2021-06-30 | $9,488,960 | 67,288 | Shares | Sole | 2021-07-22 | |
| 2021-03-31 | $9,272,985 | 68,269 | Shares | Sole | 2021-04-27 | |
| 2020-12-31 | $9,926,745 | 68,864 | Shares | Sole | 2021-01-26 | |
| 2020-09-30 | $9,840,856 | 70,337 | Shares | Sole | 2020-10-22 | |
| 2020-06-30 | $8,599,971 | 71,798 | Shares | Sole | 2020-07-23 | |
| 2020-03-31 | $8,334,360 | 73,353 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||