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Disclosery

DAVIS R M INC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of DAVIS R M INC on WMT, newest first. How the timeline and the estimate are built.

DAVIS R M INC held 22,609 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 22,609 shares
    Change vs previous 13F +606 shares

    0.04% of the 13F portfolio, value $2,560,734.

    13F-HR 0000891287-26-000006 filed by DAVIS R M INC
    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 22,003 shares
    Change vs previous 13F +5,269 shares

    0.05% of the 13F portfolio, value $2,738,044.

    13F-HR 0000891287-26-000003 filed by DAVIS R M INC
    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 16,734 shares
    Change vs previous 13F +355 shares

    0.03% of the 13F portfolio, value $1,864,372.

    13F-HR 0000891287-26-000002 filed by DAVIS R M INC
    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 16,379 shares
    Change vs previous 13F +380 shares

    0.03% of the 13F portfolio, value $1,688,054.

    13F-HR 0000891287-25-000010 filed by DAVIS R M INC
    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 15,999 shares
    Change vs previous 13F +377 shares

    0.03% of the 13F portfolio, value $1,564,415.

    13F-HR 0000891287-25-000005 filed by DAVIS R M INC
    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 15,622 shares
    Change vs previous 13F +2,847 shares

    0.03% of the 13F portfolio, value $1,371,415.

    13F-HR 0000891287-25-000004 filed by DAVIS R M INC
    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 12,775 shares
    Change vs previous 13F +227 shares

    0.02% of the 13F portfolio, value $1,154,180.

    13F-HR 0000891287-25-000002 filed by DAVIS R M INC
    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 12,548 shares
    Change vs previous 13F not available

    0.02% of the 13F portfolio, value $1,013,236.

    13F-HR 0000891287-24-000011 filed by DAVIS R M INC
    Filed (acceptance time not in the bulk data set), ingested

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