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AMJ Financial Wealth Management: WMT position timeline

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

AMJ Financial Wealth Management held 92,639 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 92,639 shares
    Change vs previous 13F 0 shares

    2.73% of the 13F portfolio, value $11,513,166.

    13F-HR 0001986152-26-000119 filed by AMJ Financial Wealth Management
    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 92,639 shares
    Change vs previous 13F +6,345 shares

    2.73% of the 13F portfolio, value $11,513,166.

    13F-HR 0001986152-26-000068 filed by AMJ Financial Wealth Management
    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 86,294 shares
    Change vs previous 13F +25,883 shares

    2.31% of the 13F portfolio, value $9,614,007.

    13F-HR 0001986152-26-000013 filed by AMJ Financial Wealth Management
    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 60,411 shares
    Change vs previous 13F +4,034 shares

    1.51% of the 13F portfolio, value $6,225,951.

    13F-HR 0001801585-25-000008 filed by AMJ Financial Wealth Management
    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 56,377 shares
    Change vs previous 13F +1,958 shares

    1.4% of the 13F portfolio, value $5,512,543.

    13F-HR 0001986152-25-000061 filed by AMJ Financial Wealth Management
    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 54,419 shares
    Change vs previous 13F +2,704 shares

    1.43% of the 13F portfolio, value $4,777,444.

    13F-HR 0001801585-25-000004 filed by AMJ Financial Wealth Management
    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 51,715 shares
    Change vs previous 13F -142 shares

    1.3% of the 13F portfolio, value $4,672,450.

    13F-HR 0001801585-25-000002 filed by AMJ Financial Wealth Management
    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 51,857 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $4,187,453.

    13F-HR 0001801585-24-000011 filed by AMJ Financial Wealth Management
    Filed (acceptance time not in the bulk data set), ingested

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