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FIDELIS CAPITAL PARTNERS, LLC: WMT position timeline

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

FIDELIS CAPITAL PARTNERS, LLC held 54,476 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 54,476 shares
    Change vs previous 13F +902 shares

    0.36% of the 13F portfolio, value $6,169,952.

    13F-HR 0001962755-26-000003 filed by FIDELIS CAPITAL PARTNERS, LLC
    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 53,574 shares
    Change vs previous 13F +4,270 shares

    0.47% of the 13F portfolio, value $6,658,177.

    13F-HR 0001962755-26-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-12-31
    13F 49,304 shares
    Change vs previous 13F +1,737 shares

    0.4% of the 13F portfolio, value $5,492,959.

    13F-HR 0001962755-26-000001 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 47,567 shares
    Change vs previous 13F +1,604 shares

    0.38% of the 13F portfolio, value $4,902,255.

    13F-HR 0001962755-25-000002 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 45,963 shares
    Change vs previous 13F +4,764 shares

    0.43% of the 13F portfolio, value $4,750,736.

    13F-HR 0001855205-25-000036 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 41,199 shares
    Change vs previous 13F +8,936 shares

    0.42% of the 13F portfolio, value $3,917,613.

    13F-HR 0001085146-25-002502 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-12-31
    13F 32,263 shares
    Change vs previous 13F +5,597 shares

    0.32% of the 13F portfolio, value $3,211,459.

    13F-HR 0001085146-25-000839 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 26,666 shares
    Change vs previous 13F not available

    0.26% of the 13F portfolio, value $2,220,478.

    13F-HR 0001085146-24-005161 filed by FIDELIS CAPITAL PARTNERS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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