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Douglas Lane & Associates, LLC: WMT position timeline

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

Douglas Lane & Associates, LLC held 23,735 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-09.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 23,735 shares
    Change vs previous 13F -1,135 shares

    0.03% of the 13F portfolio, value $2,466,532.

    13F-HR 0001672594-26-000004 filed by Douglas Lane & Associates, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 24,870 shares
    Change vs previous 13F -1,443 shares

    0.04% of the 13F portfolio, value $2,816,741.

    13F-HR 0001672594-26-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 26,313 shares
    Change vs previous 13F -111 shares

    0.05% of the 13F portfolio, value $3,270,159.

    13F-HR 0001672594-26-000002 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 26,424 shares
    Change vs previous 13F +261 shares

    0.04% of the 13F portfolio, value $2,943,941.

    13F-HR 0001672594-26-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 26,163 shares
    Change vs previous 13F +3,749 shares

    0.04% of the 13F portfolio, value $2,696,320.

    13F-HR 0001672594-25-000006 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 22,414 shares
    Change vs previous 13F -1,993 shares

    0.03% of the 13F portfolio, value $2,191,641.

    13F-HR 0001672594-25-000005 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 24,407 shares
    Change vs previous 13F +796 shares

    0.03% of the 13F portfolio, value $2,142,721.

    13F-HR 0001672594-25-000003 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 23,611 shares
    Change vs previous 13F not available

    0.03% of the 13F portfolio, value $2,133,287.

    13F-HR 0001672594-25-000001 filed by Douglas Lane & Associates, LLC
    Filed (acceptance time not in the bulk data set), ingested

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