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GATES FOUNDATION TRUST: WMT position timeline

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

GATES FOUNDATION TRUST held 8,390,477 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 8,390,477 shares
    Change vs previous 13F 0 shares

    2.76% of the 13F portfolio, value $950,305,425.

    13F-HR 0001104659-26-097175 filed by GATES FOUNDATION TRUST
    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 8,390,477 shares
    Change vs previous 13F 0 shares

    3.29% of the 13F portfolio, value $1,042,768,482.

    13F-HR 0001104659-26-062592 filed by GATES FOUNDATION TRUST
    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 8,390,477 shares
    Change vs previous 13F 0 shares

    2.64% of the 13F portfolio, value $934,783,043.

    13F-HR 0001104659-26-016458 filed by GATES FOUNDATION TRUST
    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 8,390,477 shares
    Change vs previous 13F -700,000 shares

    2.36% of the 13F portfolio, value $864,722,560.

    13F-HR 0001104659-25-112544 filed by GATES FOUNDATION TRUST
    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 9,090,477 shares
    Change vs previous 13F 0 shares

    1.86% of the 13F portfolio, value $888,866,841.

    13F-HR 0001104659-25-078647 filed by GATES FOUNDATION TRUST
    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 9,090,477 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $798,052,976.

    13F-HR 0001104659-25-049456 filed by GATES FOUNDATION TRUST
    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 9,090,477 shares
    Change vs previous 13F 0 shares

    1.95% of the 13F portfolio, value $821,324,597.

    13F-HR 0001104659-25-014123 filed by GATES FOUNDATION TRUST
    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 9,090,477 shares
    Change vs previous 13F not available

    1.63% of the 13F portfolio, value $734,056,018.

    13F-HR 0001104659-24-119000 filed by GATES FOUNDATION TRUST
    Filed (acceptance time not in the bulk data set), ingested

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