Creekmur Asset Management LLC: WMT position timeline

Creekmur Asset Management LLC held 64,107 WMT shares at 2025-09-30 per its 13F-HR filed 2025-11-12.

the latest 13F is the newest step

1. period ended2025-09-30

   13F 64,107 shares

   Change vs previous 13F +5,791 shares

   1.1% of the 13F portfolio, value $6,606,830.

   13F-HR 0002013091-25-000008 filed by Creekmur Asset Management LLC
   Filed 2025-11-12 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

2. period ended2025-06-30

   13F 58,316 shares

   Change vs previous 13F +23,879 shares

   1.01% of the 13F portfolio, value $5,702,129.

   13F-HR 0002013091-25-000004 filed by Creekmur Asset Management LLC
   Filed 2025-08-04 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

3. period ended2025-03-31

   13F 34,437 shares

   Change vs previous 13F +814 shares

   0.63% of the 13F portfolio, value $3,023,228.

   13F-HR 0002013091-25-000002 filed by Creekmur Asset Management LLC
   Filed 2025-05-05 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

4. period ended2024-12-31

   13F 33,623 shares

   Change vs previous 13F -616 shares

   0.7% of the 13F portfolio, value $3,037,820.

   13F-HR 0002013091-25-000001 filed by Creekmur Asset Management LLC
   Filed 2025-02-12 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

5. period ended2024-09-30

   13F 34,239 shares

   Change vs previous 13F not available

   0.65% of the 13F portfolio, value $2,764,783.

   13F-HR 0002013091-24-000006 filed by Creekmur Asset Management LLC
   Filed 2024-10-25 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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