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Disclosery

IMS Capital Management: WMT position timeline

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

IMS Capital Management held 14,934 WMT shares at 2025-09-30 per its 13F-HR filed 2025-11-17.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 14,934 shares
    Change vs previous 13F -982 shares

    0.71% of the 13F portfolio, value $1,539,056.

    13F-HR 0001343916-25-000005 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 15,916 shares
    Change vs previous 13F -1,521 shares

    0.73% of the 13F portfolio, value $1,556,227.

    13F-HR 0001343916-25-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 17,437 shares
    Change vs previous 13F -1,508 shares

    0.77% of the 13F portfolio, value $1,530,799.

    13F-HR 0001343916-25-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 18,945 shares
    Change vs previous 13F +75 shares

    0.79% of the 13F portfolio, value $1,711,667.

    13F-HR 0001343916-25-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 18,870 shares
    Change vs previous 13F +12 shares

    0.68% of the 13F portfolio, value $1,523,740.

    13F-HR 0001343916-24-000004 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 18,858 shares
    Change vs previous 13F -1,188 shares

    0.65% of the 13F portfolio, value $1,405,681.

    13F-HR 0001343916-24-000003 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 20,046 shares
    Change vs previous 13F +13,518 shares

    0.56% of the 13F portfolio, value $1,206,177.

    13F-HR 0001343916-24-000002 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 6,528 shares
    Change vs previous 13F not available

    0.51% of the 13F portfolio, value $1,029,091.

    13F-HR 0001343916-24-000001 filed by IMS Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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