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Goelzer Investment Management, Inc.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Goelzer Investment Management, Inc. on WMT, newest first. How the timeline and the estimate are built.

Goelzer Investment Management, Inc. held 83,861 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-15.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 83,861 shares
    Change vs previous 13F -20,435 shares

    0.41% of the 13F portfolio, value $9,498,090.

    13F-HR 0001550057-26-000003 filed by Goelzer Investment Management, Inc.
    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 104,296 shares
    Change vs previous 13F +434 shares

    0.63% of the 13F portfolio, value $12,961,889.

    13F-HR 0001550057-26-000002 filed by Goelzer Investment Management, Inc.
    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 103,862 shares
    Change vs previous 13F +1,364 shares

    0.54% of the 13F portfolio, value $11,571,225.

    13F-HR 0001550057-26-000001 filed by Goelzer Investment Management, Inc.
    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 102,498 shares
    Change vs previous 13F +19,525 shares

    0.56% of the 13F portfolio, value $10,563,406.

    13F-HR 0001085146-25-005926 filed by Goelzer Investment Management, Inc.
    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 82,973 shares
    Change vs previous 13F -712 shares

    0.44% of the 13F portfolio, value $8,113,137.

    13F-HR 0001085146-25-003611 filed by Goelzer Investment Management, Inc.
    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/A 83,685 shares
    Change vs previous 13F +71 shares

    0.43% of the 13F portfolio, value $7,346,681.

    13F-HR/A 0001085146-25-002400 filed by Goelzer Investment Management, Inc.
    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 83,614 shares
    Change vs previous 13F -36,609 shares

    0.44% of the 13F portfolio, value $7,554,553.

    13F-HR 0001085146-25-000355 filed by Goelzer Investment Management, Inc.
    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 120,223 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $9,708,041.

    13F-HR 0001085146-24-004632 filed by Goelzer Investment Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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