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AAFMAA Wealth Management & Trust LLC: WMT position timeline

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

AAFMAA Wealth Management & Trust LLC held 11,550 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 11,550 shares
    Change vs previous 13F -1,233 shares

    0.46% of the 13F portfolio, value $1,308,153.

    13F-HR 0001376474-26-000472 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2026-03-31
    13F 12,783 shares
    Change vs previous 13F -8,060 shares

    0.62% of the 13F portfolio, value $1,588,671.

    13F-HR 0001376474-26-000279 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 20,843 shares
    Change vs previous 13F +716 shares

    0.91% of the 13F portfolio, value $2,322,119.

    13F-HR 0001376474-26-000017 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 20,127 shares
    Change vs previous 13F +17 shares

    0.82% of the 13F portfolio, value $2,074,289.

    13F-HR 0001376474-25-000883 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 20,110 shares
    Change vs previous 13F not available

    0.81% of the 13F portfolio, value $1,966,356.

    13F-HR 0001376474-25-000615 filed by AAFMAA Wealth Management & Trust LLC
    Filed (acceptance time not in the bulk data set), ingested

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