MOKAN Wealth Management Inc. WMT — WALMART INC

Ownership history in MOKAN Wealth Management Inc.  ·  6 quarters on record

AI Ownership Summary

MOKAN Wealth Management Inc. reported WALMART INC (WMT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 3.81% in 2026 Q1. The latest visible filing shows WMT at 3.81% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MOKAN Wealth Management Inc.'s position in WALMART INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMT was reported at 3.81% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
3.81% in 2026 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMT stock page MOKAN Wealth Management Inc. fund profile MOKAN Wealth Management Inc. full holdings
How MOKAN Wealth Management Inc. held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 ADDED — — — 69,182 +9,872 +16.6% 3.81% $8.6M 2026-05-01 $131.60
2025 Q4 ADDED — — — 59,310 +3,725 +6.7% 2.93% $6.6M 2026-01-26 $117.40
2025 Q3 ADDED — — — 55,585 +12,274 +28.3% 2.88% $5.7M 2025-10-30 $101.81
2025 Q2 ADDED — — — 43,311 +1,654 +4.0% 2.37% $4.2M 2025-07-25 $96.85
2025 Q1 ADDED — — — 41,657 +635 +1.5% 2.20% $3.7M 2025-04-23 $94.12
2024 Q4 INITIATED — — — 41,022 — — 2.36% $3.7M 2025-01-30 $97.51

🏢 Other funds also holding WMT

As of 2026 Q1 — sorted by position size

Narus Financial Partners, LLC 3Y 7Y 43.9% HERITAGE OAK WEALTH ADVISORS LLC 42.99% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% FLP Wealth Management, LLC 11.39% TLW Wealth Management, LLC 3Y 7Y 10.87% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 9.24% Walker Asset Management, LLC 3Y 8.79% Investment Management Trust, LLC 6.99% R.H. Investment Group, LLC 6.17%

FAQ About MOKAN Wealth Management Inc. and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MOKAN Wealth Management Inc. reported owning WMT?

MOKAN Wealth Management Inc. reported WMT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WMT position in MOKAN Wealth Management Inc.'s portfolio?

The largest reported portfolio weight for WMT was 3.81% in 2026 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when MOKAN Wealth Management Inc. reported 69,182 shares, equal to 3.81% of portfolio, with an estimated market value of $8.6M.

What does the chart on this WMT ownership page compare?

The chart compares MOKAN Wealth Management Inc.'s quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did MOKAN Wealth Management Inc. time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, MOKAN Wealth Management Inc. correctly timed 4 out of 5 reported position changes (80%).

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