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Disclosery

AMG National Trust Bank: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of AMG National Trust Bank on WMT, newest first. How the timeline and the estimate are built.

AMG National Trust Bank held 69,857 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 69,857 shares
    Change vs previous 13F -15,218 shares

    0.16% of the 13F portfolio, value $7,912,012.

    13F-HR 0001388829-26-000004 filed by AMG National Trust Bank
    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 85,075 shares
    Change vs previous 13F +15,395 shares

    0.23% of the 13F portfolio, value $10,573,122.

    13F-HR 0001388829-26-000002 filed by AMG National Trust Bank
    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 69,680 shares
    Change vs previous 13F +1,618 shares

    0.18% of the 13F portfolio, value $7,763,053.

    13F-HR 0001388829-26-000001 filed by AMG National Trust Bank
    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 68,062 shares
    Change vs previous 13F -827 shares

    0.17% of the 13F portfolio, value $7,014,478.

    13F-HR 0001388829-25-000005 filed by AMG National Trust Bank
    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 68,889 shares
    Change vs previous 13F +1,631 shares

    0.18% of the 13F portfolio, value $6,735,976.

    13F-HR 0001085146-25-004480 filed by AMG National Trust Bank
    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 67,258 shares
    Change vs previous 13F +2,671 shares

    0.17% of the 13F portfolio, value $5,904,581.

    13F-HR 0001085146-25-002594 filed by AMG National Trust Bank
    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 64,587 shares
    Change vs previous 13F +1,025 shares

    0.16% of the 13F portfolio, value $5,839,049.

    13F-HR 0001085146-25-000866 filed by AMG National Trust Bank
    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 63,562 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $5,132,634.

    13F-HR 0001085146-24-005401 filed by AMG National Trust Bank
    Filed (acceptance time not in the bulk data set), ingested

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