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CCM INVESTMENT ADVISERS LLC: WMT position timeline

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

CCM INVESTMENT ADVISERS LLC held 205,985 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 205,985 shares
    Change vs previous 13F +5,689 shares

    1.81% of the 13F portfolio, value $23,329,921.

    13F-HR 0000931097-26-000004 filed by CCM INVESTMENT ADVISERS 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 200,296 shares
    Change vs previous 13F -2,670 shares

    2.38% of the 13F portfolio, value $24,892,891.

    13F-HR 0000931097-26-000003 filed by CCM INVESTMENT ADVISERS 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 202,966 shares
    Change vs previous 13F -910 shares

    2.16% of the 13F portfolio, value $22,612,503.

    13F-HR 0000931097-26-000001 filed by CCM INVESTMENT ADVISERS 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 203,876 shares
    Change vs previous 13F +3,815 shares

    2.07% of the 13F portfolio, value $21,011,517.

    13F-HR 0000931097-25-000009 filed by CCM INVESTMENT ADVISERS 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 200,061 shares
    Change vs previous 13F +3,535 shares

    2.11% of the 13F portfolio, value $19,561,970.

    13F-HR 0000931097-25-000004 filed by CCM INVESTMENT ADVISERS 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 196,526 shares
    Change vs previous 13F -4,460 shares

    2.12% of the 13F portfolio, value $17,253,051.

    13F-HR 0000931097-25-000003 filed by CCM INVESTMENT ADVISERS 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 200,986 shares
    Change vs previous 13F -2,822 shares

    2.01% of the 13F portfolio, value $18,159,128.

    13F-HR 0000931097-25-000001 filed by CCM INVESTMENT ADVISERS 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 203,808 shares
    Change vs previous 13F not available

    1.83% of the 13F portfolio, value $16,457,515.

    13F-HR 0000931097-24-000008 filed by CCM INVESTMENT ADVISERS LLC
    Filed (acceptance time not in the bulk data set), ingested

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