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Disclosery

Haverford Trust Co: WMT position timeline

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

Haverford Trust Co held 79,634 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 79,634 shares
    Change vs previous 13F -458 shares

    0.08% of the 13F portfolio, value $9,019,347.

    13F-HR 0001104659-26-095022 filed by Haverford Trust Co
    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 80,092 shares
    Change vs previous 13F -2,359 shares

    0.09% of the 13F portfolio, value $9,953,834.

    13F-HR 0001104659-26-058513 filed by Haverford Trust Co
    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 82,451 shares
    Change vs previous 13F -305 shares

    0.08% of the 13F portfolio, value $9,185,866.

    13F-HR 0001104659-26-014822 filed by Haverford Trust Co
    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 82,756 shares
    Change vs previous 13F +457 shares

    0.08% of the 13F portfolio, value $8,528,833.

    13F-HR 0001104659-25-112200 filed by Haverford Trust Co
    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 82,299 shares
    Change vs previous 13F +241 shares

    0.08% of the 13F portfolio, value $8,047,196.

    13F-HR 0001104659-25-077549 filed by Haverford Trust Co
    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 82,058 shares
    Change vs previous 13F +297 shares

    0.07% of the 13F portfolio, value $7,203,872.

    13F-HR 0001104659-25-048427 filed by Haverford Trust Co
    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 81,761 shares
    Change vs previous 13F +1,285 shares

    0.07% of the 13F portfolio, value $7,387,106.

    13F-HR 0001104659-25-011475 filed by Haverford Trust Co
    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 80,476 shares
    Change vs previous 13F not available

    0.06% of the 13F portfolio, value $6,498,437.

    13F-HR 0001104659-24-114296 filed by Haverford Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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