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Choate Investment Advisors: WMT position timeline

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

Choate Investment Advisors held 409,349 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 409,349 shares
    Change vs previous 13F -6,659 shares

    0.81% of the 13F portfolio, value $46,362,868.

    13F-HR 0001398344-26-014036 filed by Choate Investment Advisors
    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 416,008 shares
    Change vs previous 13F -15,653 shares

    1.01% of the 13F portfolio, value $51,701,474.

    13F-HR 0001398344-26-009072 filed by Choate Investment Advisors
    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 431,661 shares
    Change vs previous 13F +49,316 shares

    0.94% of the 13F portfolio, value $48,091,352.

    13F-HR 0001398344-26-002491 filed by Choate Investment Advisors
    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 382,345 shares
    Change vs previous 13F +24,335 shares

    0.82% of the 13F portfolio, value $39,404,480.

    13F-HR 0001398344-25-020572 filed by Choate Investment Advisors
    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 358,010 shares
    Change vs previous 13F +26,063 shares

    0.76% of the 13F portfolio, value $35,006,218.

    13F-HR 0001398344-25-015075 filed by Choate Investment Advisors
    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 331,947 shares
    Change vs previous 13F +30,470 shares

    0.72% of the 13F portfolio, value $29,141,627.

    13F-HR 0001398344-25-009417 filed by Choate Investment Advisors
    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 301,477 shares
    Change vs previous 13F +22,961 shares

    0.66% of the 13F portfolio, value $27,249,887.

    13F-HR 0001398344-25-002290 filed by Choate Investment Advisors
    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 278,516 shares
    Change vs previous 13F not available

    0.57% of the 13F portfolio, value $22,503,491.

    13F-HR 0001398344-24-020612 filed by Choate Investment Advisors
    Filed (acceptance time not in the bulk data set), ingested

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