MONETARY MANAGEMENT GROUP INC WMT — WAL MART STORES, INC. COM

Ownership history in MONETARY MANAGEMENT GROUP INC  ·  83 quarters on record

AI Ownership Summary

MONETARY MANAGEMENT GROUP INC reported WAL MART STORES, INC. COM (WMT) in 83 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.85% in 2025 Q1. The latest visible filing shows WMT at 0.73% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONETARY MANAGEMENT GROUP INC's position in WAL MART STORES, INC. COM, 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
2025 Q4

WMT was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.85% in 2025 Q1

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

Time in book
Holding Window
2023 Q4 to 2025 Q4

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 MONETARY MANAGEMENT GROUP INC fund profile MONETARY MANAGEMENT GROUP INC full holdings
How MONETARY MANAGEMENT GROUP 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 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 15.2% +11.8% ❌ 28,458 -5,100 -15.2% 0.73% $3.2M 2026-02-14 (Est.) $133.36
2025 Q3 REDUCED — — — 33,558 -925 -2.7% 0.79% $3.5M 2025-11-12 $102.82
2025 Q2 REDUCED — — — 34,483 -1,500 -4.2% 0.83% $3.4M 2025-08-14 $100.01
2025 Q1 REDUCED — — — 35,983 -125 -0.3% 0.85% $3.2M 2025-05-14 $96.03
2024 Q4 REDUCED — — — 36,108 -600 -1.6% 0.85% $3.3M 2025-02-13 $103.64
2024 Q3 REDUCED 5.2% +12.4% ❌ 36,708 -2,000 -5.2% 0.76% $3.0M 2024-11-13 $84.17
2024 Q2 REDUCED — — — 38,708 -121 -0.3% 0.69% $2.6M 2024-07-16 $68.70
2024 Q1 ADDED — — — 38,829 +26,743 +221.3% 0.65% $2.3M 2024-05-13 $59.30
2023 Q4 UNCHANGED — — — 12,086 — 0% 0.59% $1.9M 2024-02-14 $54.79
74 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 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% Hexagon Capital Partners LLC 3Y 40.04% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% NEW WAVE WEALTH ADVISORS LLC 12.14% FLP Wealth Management, LLC 11.39% Forty-three Eighteen Advisors, LLC 10.89% TLW Wealth Management, LLC 3Y 7Y 10.87% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 9.24%

FAQ About MONETARY MANAGEMENT GROUP 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 MONETARY MANAGEMENT GROUP INC reported owning WMT?

MONETARY MANAGEMENT GROUP INC reported WMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMT position in MONETARY MANAGEMENT GROUP INC's portfolio?

The largest reported portfolio weight for WMT was 0.85% in 2025 Q1.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when MONETARY MANAGEMENT GROUP INC reported 28,458 shares, equal to 0.73% of portfolio, with an estimated market value of $3.2M.

What does the chart on this WMT ownership page compare?

The chart compares MONETARY MANAGEMENT GROUP 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 MONETARY MANAGEMENT GROUP INC time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, MONETARY MANAGEMENT GROUP INC correctly timed 33 out of 66 reported position changes (50%). The annualised alpha on WMT relative to SPY over the holding period was +3.9%.

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