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Asset Advisors Investment Management, LLC: WMT position timeline

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

Asset Advisors Investment Management, LLC held 300,439 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 300,439 shares
    Change vs previous 13F -3,132 shares

    3.12% of the 13F portfolio, value $34,027,721.

    13F-HR 0001756695-26-000003 filed by Asset Advisors Investment 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 303,571 shares
    Change vs previous 13F -2,552 shares

    3.6% of the 13F portfolio, value $37,727,804.

    13F-HR 0001756695-26-000002 filed by Asset Advisors Investment 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 306,123 shares
    Change vs previous 13F +2,021 shares

    3.15% of the 13F portfolio, value $34,105,163.

    13F-HR 0001756695-26-000001 filed by Asset Advisors Investment 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 304,102 shares
    Change vs previous 13F -1,116 shares

    2.97% of the 13F portfolio, value $31,340,752.

    13F-HR 0001756695-25-000009 filed by Asset Advisors Investment 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 305,218 shares
    Change vs previous 13F -330 shares

    2.95% of the 13F portfolio, value $29,844,216.

    13F-HR 0001756695-25-000006 filed by Asset Advisors Investment 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 305,548 shares
    Change vs previous 13F -746 shares

    2.82% of the 13F portfolio, value $26,824,059.

    13F-HR 0001756695-25-000005 filed by Asset Advisors Investment 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 306,294 shares
    Change vs previous 13F -9,653 shares

    2.89% of the 13F portfolio, value $27,673,663.

    13F-HR 0001376474-25-000141 filed by Asset Advisors Investment 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 315,947 shares
    Change vs previous 13F not available

    2.65% of the 13F portfolio, value $25,512,720.

    13F-HR 0001376474-24-000720 filed by Asset Advisors Investment Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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