Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionMonument Capital Management
Latest Disclosed Ownership52,363 shares
Latest Disclosed Value $ 6,507,736
Monument Capital Management reports 1.39% decrease in ownership of WMT / Walmart Inc.

On April 15, 2026 - Monument Capital Management filed a 13F-HR form disclosing ownership of 52,363 shares of Walmart Inc. (MX:WMT) valued at $6,507,736 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 53,103 shares of Walmart Inc.. This represents a change in shares of -1.39% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-04-15 2026-03-31 13F WALMART COM 931142103 52,363 -740 -1.39 6,508 9.99 1.6306
2026-01-26 2025-12-31 13F WALMART COM 931142103 53,103 -180 -0.34 5,916 7.74 1.4718
2025-10-14 2025-09-30 13F WALMART COM 931142103 53,283 -1,576 -2.87 5,491 2.37 1.3729
2025-07-24 2025-06-30 13F WALMART COM 931142103 54,859 -145 -0.26 5,364 11.10 1.3973
2025-04-25 2025-03-31 13F WALMART COM 931142103 55,004 26,685 94.23 4,829 88.74 1.4846
2025-01-31 2024-12-31 13F WALMART COM 931142103 28,319 -29 -0.10 2,559 11.75 0.7056
2024-10-15 2024-09-30 13F WALMART COM 931142103 28,348 793 2.88 2,289 22.73 0.6331
2024-07-22 2024-06-30 13F WALMART COM 931142103 27,555 -467 -1.67 1,866 10.62 0.5489
2024-04-19 2024-03-31 13F WALMART COM 931142103 28,022 5,332 23.50 1,686 -52.87 0.4859
2024-02-01 2023-12-31 13F WALMART COM 931142103 22,690 570 2.58 3,577 1.13 1.1512
2023-10-25 2023-09-30 13F WALMART COM 931142103 22,120 -212 -0.95 3,538 0.77 1.1873
2023-07-18 2023-06-30 13F WALMART COM 931142103 22,332 75 0.34 3,510 6.98 1.1191
2023-04-21 2023-03-31 13F WALMART COM 931142103 22,257 -226 -1.01 3,282 2.95 1.0984
2023-01-27 2022-12-31 13F WALMART COM 931142103 22,483 1,121 5.25 3,188 15.01 1.0900
2022-11-07 2022-09-30 13F WALMART COM 931142103 21,362 5,193 32.12 2,771 40.95 1.0391
2022-07-20 2022-06-30 13F WALMART COM 931142103 16,169 -1,052 -6.11 1,966 -23.35 0.7415
2022-04-14 2022-03-31 13F WALMART COM 931142103 17,221 1,565 10.00 2,565 13.25 0.8318
2022-01-18 2021-12-31 13F WALMART COM 931142103 15,656 -1,130 -6.73 2,265 -3.21 0.7028
2021-10-22 2021-09-30 13F WALMART COM 931142103 16,786 88 0.53 2,340 -0.64 0.7956
2021-07-27 2021-06-30 13F WALMART COM 931142103 16,698 175 1.06 2,355 4.95 0.8153
2021-04-12 2021-03-31 13F WALMART COM 931142103 16,523 -1,425 -7.94 2,244 -13.26 0.8997
2021-01-15 2020-12-31 13F WALMART COM 931142103 17,948 216 1.22 2,587 4.27 1.1955
2020-10-23 2020-09-30 13F WALMART COM 931142103 17,732 277 1.59 2,481 18.65 1.3083
2020-07-16 2020-06-30 13F WALMART COM 931142103 17,455 -242 -1.37 2,091 3.98 1.2300
2020-04-14 2020-03-31 13F WALMART COM 931142103 17,697 -330 -1.83 2,011 -6.12 1.4458
2020-01-14 2019-12-31 13F WALMART COM 931142103 18,027 -975 -5.13 2,142 -5.01 1.0927
2019-10-21 2019-09-30 13F WALMART COM 931142103 19,002 0 0.00 2,255 7.28 1.2234
2019-07-23 2019-06-30 13F WALMART COM 931142103 19,002 -466 -2.39 2,102 10.69 1.1330
2019-04-10 2019-03-31 13F WALMART COM 931142103 19,468 -598 -2.98 1,899 1.61 1.0805
2019-01-15 2018-12-31 13F WALMART COM 931142103 20,066 19,782 6,965.49 1,869 6,822.22 1.1672
2018-11-13 2018-09-30 13F/A-1 WALMART COM 931142103 284 0 0.00 27 12.50 0.0152
2018-07-17 2018-06-30 13F WALMART COM 931142103 284 -402 -58.60 24 -58.62 0.0166
2018-04-17 2018-03-31 13F WALMART COM 931142103 686 3 0.44 58 -13.43 0.0397
2018-02-05 2017-12-31 13F WAL-MART STORES COM 931142103 683 683 67 0.0473
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.