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Advisors Capital Management, LLC: WMT position timeline

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

Advisors Capital Management, LLC held 227,362 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 227,362 shares
    Change vs previous 13F +2,175 shares

    0.27% of the 13F portfolio, value $25,751,065.

    13F-HR 0002063364-26-000293 filed by Advisors Capital Management, 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 225,187 shares
    Change vs previous 13F +623 shares

    0.33% of the 13F portfolio, value $27,986,299.

    13F-HR 0002063364-26-000145 filed by Advisors Capital Management, 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 224,564 shares
    Change vs previous 13F +5,953 shares

    0.29% of the 13F portfolio, value $25,018,761.

    13F-HR 0002063364-26-000044 filed by Advisors Capital Management, 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 218,611 shares
    Change vs previous 13F +700 shares

    0.28% of the 13F portfolio, value $22,530,074.

    13F-HR 0002063364-25-000276 filed by Advisors Capital Management, 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 217,911 shares
    Change vs previous 13F -1,877 shares

    0.29% of the 13F portfolio, value $21,307,339.

    13F-HR 0002063364-25-000193 filed by Advisors Capital Management, LLC
    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 219,788 shares
    Change vs previous 13F -15,019 shares

    0.3% of the 13F portfolio, value $19,295,272.

    13F-HR 0002063364-25-000095 filed by Advisors Capital Management, LLC
    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 234,807 shares
    Change vs previous 13F -13,860 shares

    0.33% of the 13F portfolio, value $21,214,840.

    13F-HR 0001345576-25-000009 filed by Advisors Capital Management, LLC
    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 248,667 shares
    Change vs previous 13F not available

    0.33% of the 13F portfolio, value $20,080,000.

    13F-HR 0001345576-24-000009 filed by Advisors Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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