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Charter Oak Capital Management, LLC: WMT position timeline

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

Charter Oak Capital Management, LLC held 10,764 WMT shares at 2026-03-31 per its 13F-HR filed 2026-04-24.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 10,764 shares
    Change vs previous 13F +25 shares

    0.1% of the 13F portfolio, value $1,337,812.

    13F-HR 0001810720-26-000004 filed by Charter Oak Capital 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 ended2025-12-31
    13F 10,739 shares
    Change vs previous 13F +1,517 shares

    0.09% of the 13F portfolio, value $1,196,463.

    13F-HR 0001810720-26-000002 filed by Charter Oak Capital 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 ended2025-09-30
    13F 9,222 shares
    Change vs previous 13F -41 shares

    0.07% of the 13F portfolio, value $950,457.

    13F-HR 0001810720-25-000003 filed by Charter Oak Capital 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 ended2025-06-30
    13F 9,263 shares
    Change vs previous 13F -80 shares

    0.08% of the 13F portfolio, value $905,732.

    13F-HR 0001667731-25-000777 filed by Charter Oak Capital 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 ended2025-03-31
    13F 9,343 shares
    Change vs previous 13F +131 shares

    0.08% of the 13F portfolio, value $820,219.

    13F-HR 0001667731-25-000416 filed by Charter Oak Capital 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 ended2024-12-31
    13F 9,212 shares
    Change vs previous 13F -406 shares

    0.08% of the 13F portfolio, value $832,344.

    13F-HR 0001667731-25-000083 filed by Charter Oak Capital 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 ended2024-09-30
    13F 9,618 shares
    Change vs previous 13F +1,236 shares

    0.07% of the 13F portfolio, value $776,689.

    13F-HR 0001810720-24-000004 filed by Charter Oak Capital 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 ended2024-06-30
    13F 8,382 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $567,575.

    13F-HR 0001810720-24-000003 filed by Charter Oak Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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