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Advisors Asset Management, Inc.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Advisors Asset Management, Inc. on WMT, newest first. How the timeline and the estimate are built.

Advisors Asset Management, Inc. held 678,683 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 678,683 shares
    Change vs previous 13F -71,031 shares

    1.17% of the 13F portfolio, value $76,867,637.

    13F-HR 0002000324-26-003377 filed by Advisors Asset Management, Inc.
    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 749,714 shares
    Change vs previous 13F -57,588 shares

    1.55% of the 13F portfolio, value $93,174,456.

    13F-HR 0002000324-26-001941 filed by Advisors Asset Management, Inc.
    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/A 807,302 shares
    Change vs previous 13F -28,505 shares

    1.51% of the 13F portfolio, value $89,941,516.

    13F-HR/A 0001999371-26-018409 filed by Advisors Asset Management, Inc.
    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/A 835,807 shares
    Change vs previous 13F +7,333 shares

    1.46% of the 13F portfolio, value $86,138,269.

    13F-HR/A 0001999371-26-018670 filed by Advisors Asset Management, Inc.
    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/A 828,474 shares
    Change vs previous 13F -39,153 shares

    1.45% of the 13F portfolio, value $81,008,188.

    13F-HR/A 0001999371-26-018459 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F/A 867,627 shares
    Change vs previous 13F +47,222 shares

    1.43% of the 13F portfolio, value $76,168,974.

    13F-HR/A 0001999371-26-018777 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F/A 820,405 shares
    Change vs previous 13F +48,145 shares

    1.37% of the 13F portfolio, value $74,123,592.

    13F-HR/A 0001999371-26-018448 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F/A 772,260 shares
    Change vs previous 13F not available

    1.15% of the 13F portfolio, value $62,359,995.

    13F-HR/A 0001999371-26-018452 filed by Advisors Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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