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LMCG INVESTMENTS, LLC: WMT position timeline

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

LMCG INVESTMENTS, LLC held 102,177 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,177 shares
    Change vs previous 13F -528 shares

    0.62% of the 13F portfolio, value $11,572,567.

    13F-HR 0001470944-26-000003 filed by LMCG INVESTMENTS, LLC
    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 102,705 shares
    Change vs previous 13F -1,262 shares

    0.76% of the 13F portfolio, value $12,764,177.

    13F-HR 0001470944-26-000002 filed by LMCG INVESTMENTS, LLC
    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 103,967 shares
    Change vs previous 13F -1,798 shares

    0.66% of the 13F portfolio, value $11,582,963.

    13F-HR 0001470944-26-000001 filed by LMCG INVESTMENTS, LLC
    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 105,765 shares
    Change vs previous 13F -2,572 shares

    0.64% of the 13F portfolio, value $10,900,141.

    13F-HR 0001470944-25-000002 filed by LMCG INVESTMENTS, LLC
    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 108,337 shares
    Change vs previous 13F -4,014 shares

    0.66% of the 13F portfolio, value $10,593,192.

    13F-HR 0001085146-25-004141 filed by LMCG INVESTMENTS, LLC
    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 112,351 shares
    Change vs previous 13F -21,576 shares

    0.65% of the 13F portfolio, value $9,863,295.

    13F-HR 0001085146-25-002031 filed by LMCG INVESTMENTS, LLC
    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 133,927 shares
    Change vs previous 13F -62,488 shares

    0.74% of the 13F portfolio, value $12,100,305.

    13F-HR 0001085146-25-000293 filed by LMCG INVESTMENTS, LLC
    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 196,415 shares
    Change vs previous 13F not available

    0.95% of the 13F portfolio, value $15,860,512.

    13F-HR 0001085146-24-005222 filed by LMCG INVESTMENTS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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