Skip to content
Disclosery

Baker Avenue Asset Management, LP: WMT position timeline

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

Baker Avenue Asset Management, LP held 56,997 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-28.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 56,997 shares
    Change vs previous 13F +1,541 shares

    0.12% of the 13F portfolio, value $6,455,454.

    13F-HR 0001432529-26-000009 filed by Baker Avenue Asset Management, LP
    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 55,456 shares
    Change vs previous 13F +25,877 shares

    0.16% of the 13F portfolio, value $6,892,060.

    13F-HR 0001432529-26-000007 filed by Baker Avenue Asset Management, LP
    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 29,579 shares
    Change vs previous 13F -2,040 shares

    0.08% of the 13F portfolio, value $3,295,376.

    13F-HR 0001432529-26-000005 filed by Baker Avenue Asset Management, LP
    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 31,619 shares
    Change vs previous 13F +5,944 shares

    0.08% of the 13F portfolio, value $3,258,621.

    13F-HR 0001432529-25-000011 filed by Baker Avenue Asset Management, LP
    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 25,675 shares
    Change vs previous 13F -1,449 shares

    0.07% of the 13F portfolio, value $2,510,537.

    13F-HR 0001432529-25-000008 filed by Baker Avenue Asset Management, LP
    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 27,124 shares
    Change vs previous 13F +1,405 shares

    0.07% of the 13F portfolio, value $2,381,238.

    13F-HR 0001432529-25-000006 filed by Baker Avenue Asset Management, LP
    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 25,719 shares
    Change vs previous 13F +1,962 shares

    0.07% of the 13F portfolio, value $2,323,757.

    13F-HR 0001432529-25-000005 filed by Baker Avenue Asset Management, LP
    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 23,757 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $1,918,353.

    13F-HR 0001432529-24-000007 filed by Baker Avenue Asset Management, LP
    Filed (acceptance time not in the bulk data set), ingested

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