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FIRST AMERICAN TRUST, FSB: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FIRST AMERICAN TRUST, FSB on WMT, newest first. How the timeline and the estimate are built.

FIRST AMERICAN TRUST, FSB held 112,113 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 112,113 shares
    Change vs previous 13F -45,355 shares

    0.77% of the 13F portfolio, value $12,698,209.

    13F-HR 0000036066-26-000009 filed by FIRST AMERICAN TRUST, FSB
    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 157,468 shares
    Change vs previous 13F -4,311 shares

    1.32% of the 13F portfolio, value $19,570,255.

    13F-HR 0000036066-26-000007 filed by FIRST AMERICAN TRUST, FSB
    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 161,779 shares
    Change vs previous 13F -20,892 shares

    1.24% of the 13F portfolio, value $18,024,020.

    13F-HR 0000036066-26-000002 filed by FIRST AMERICAN TRUST, FSB
    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 182,671 shares
    Change vs previous 13F +627 shares

    1.37% of the 13F portfolio, value $18,826,247.

    13F-HR 0000036066-25-000013 filed by FIRST AMERICAN TRUST, FSB
    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 182,044 shares
    Change vs previous 13F -2,396 shares

    1.42% of the 13F portfolio, value $17,800,264.

    13F-HR 0000036066-25-000009 filed by FIRST AMERICAN TRUST, FSB
    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 184,440 shares
    Change vs previous 13F -14,889 shares

    1.49% of the 13F portfolio, value $16,192,084.

    13F-HR 0000036066-25-000007 filed by FIRST AMERICAN TRUST, FSB
    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 199,329 shares
    Change vs previous 13F +3,159 shares

    1.8% of the 13F portfolio, value $18,009,401.

    13F-HR 0000036066-25-000003 filed by FIRST AMERICAN TRUST, FSB
    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 196,170 shares
    Change vs previous 13F not available

    1.57% of the 13F portfolio, value $15,840,827.

    13F-HR 0000036066-24-000013 filed by FIRST AMERICAN TRUST, FSB
    Filed (acceptance time not in the bulk data set), ingested

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