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JAMES INVESTMENT RESEARCH, INC.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of JAMES INVESTMENT RESEARCH, INC. on WMT, newest first. How the timeline and the estimate are built.

JAMES INVESTMENT RESEARCH, INC. held 134,584 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-24.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 134,584 shares
    Change vs previous 13F -18,625 shares

    1.55% of the 13F portfolio, value $15,243,039.

    13F-HR 0000810384-26-000004 filed by JAMES INVESTMENT RESEARCH, 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 153,209 shares
    Change vs previous 13F -12,164 shares

    2.14% of the 13F portfolio, value $19,040,875.

    13F-HR 0000810384-26-000003 filed by JAMES INVESTMENT RESEARCH, 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 165,373 shares
    Change vs previous 13F -7,868 shares

    2.01% of the 13F portfolio, value $18,424,260.

    13F-HR 0000810384-26-000001 filed by JAMES INVESTMENT RESEARCH, 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 173,241 shares
    Change vs previous 13F -11,118 shares

    1.95% of the 13F portfolio, value $17,854,267.

    13F-HR 0000810384-25-000009 filed by JAMES INVESTMENT RESEARCH, 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 184,359 shares
    Change vs previous 13F -3,573 shares

    2.14% of the 13F portfolio, value $18,026,670.

    13F-HR 0000810384-25-000005 filed by JAMES INVESTMENT RESEARCH, 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 187,932 shares
    Change vs previous 13F -7,112 shares

    2.09% of the 13F portfolio, value $16,498,593.

    13F-HR 0000810384-25-000004 filed by JAMES INVESTMENT RESEARCH, 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 195,044 shares
    Change vs previous 13F -9,760 shares

    2.1% of the 13F portfolio, value $17,622,269.

    13F-HR 0000810384-25-000001 filed by JAMES INVESTMENT RESEARCH, 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 204,804 shares
    Change vs previous 13F not available

    1.91% of the 13F portfolio, value $16,537,962.

    13F-HR 0000810384-24-000007 filed by JAMES INVESTMENT RESEARCH, INC.
    Filed (acceptance time not in the bulk data set), ingested

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