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FORBES J M & CO LLP: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of FORBES J M & CO LLP on WMT, newest first. How the timeline and the estimate are built.

FORBES J M & CO LLP held 185,909 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-20.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 185,909 shares
    Change vs previous 13F -276 shares

    1.66% of the 13F portfolio, value $21,056,053.

    13F-HR 0001140361-26-028924 filed by FORBES J M & CO LLP
    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 186,185 shares
    Change vs previous 13F +866 shares

    1.96% of the 13F portfolio, value $23,139,072.

    13F-HR 0001140361-26-015061 filed by FORBES J M & CO LLP
    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 185,319 shares
    Change vs previous 13F +889 shares

    1.67% of the 13F portfolio, value $20,646,390.

    13F-HR 0001140361-26-001778 filed by FORBES J M & CO LLP
    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 184,430 shares
    Change vs previous 13F +1,773 shares

    1.58% of the 13F portfolio, value $19,007,356.

    13F-HR 0001140361-25-039557 filed by FORBES J M & CO LLP
    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 182,657 shares
    Change vs previous 13F +27 shares

    1.63% of the 13F portfolio, value $17,860,201.

    13F-HR 0001140361-25-026328 filed by FORBES J M & CO LLP
    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 182,630 shares
    Change vs previous 13F +4,492 shares

    1.55% of the 13F portfolio, value $16,033,088.

    13F-HR 0001140361-25-017471 filed by FORBES J M & CO LLP
    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 178,138 shares
    Change vs previous 13F -52,251 shares

    1.55% of the 13F portfolio, value $16,094,768.

    13F-HR 0001140361-25-002162 filed by FORBES J M & CO LLP
    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 230,389 shares
    Change vs previous 13F not available

    1.82% of the 13F portfolio, value $18,603,912.

    13F-HR 0001140361-24-044093 filed by FORBES J M & CO LLP
    Filed (acceptance time not in the bulk data set), ingested

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