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Disclosery

Athena Investment Management: WMT position timeline

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

Athena Investment Management held 5,718 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,718 shares
    Change vs previous 13F -2,651 shares

    0.38% of the 13F portfolio, value $647,587.

    13F-HR 0001921093-26-000003 filed by Athena Investment 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 8,369 shares
    Change vs previous 13F +1,709 shares

    0.54% of the 13F portfolio, value $1,040,063.

    13F-HR 0001921093-26-000002 filed by Athena Investment 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 6,660 shares
    Change vs previous 13F -45 shares

    0.38% of the 13F portfolio, value $741,958.

    13F-HR 0001921093-26-000001 filed by Athena Investment 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 6,705 shares
    Change vs previous 13F -2,142 shares

    0.36% of the 13F portfolio, value $690,987.

    13F-HR 0001921093-25-000006 filed by Athena Investment 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 8,847 shares
    Change vs previous 13F -349 shares

    0.48% of the 13F portfolio, value $865,031.

    13F-HR 0001921093-25-000004 filed by Athena Investment 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 9,196 shares
    Change vs previous 13F -409 shares

    0.49% of the 13F portfolio, value $807,291.

    13F-HR 0001921093-25-000002 filed by Athena Investment 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 9,605 shares
    Change vs previous 13F -1,245 shares

    0.5% of the 13F portfolio, value $867,785.

    13F-HR 0001921093-25-000001 filed by Athena Investment 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 10,850 shares
    Change vs previous 13F not available

    0.5% of the 13F portfolio, value $876,114.

    13F-HR 0001921093-24-000004 filed by Athena Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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