LYNCH & ASSOCIATES/IN: WMT position timeline

LYNCH & ASSOCIATES/IN held 176,203 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-13.

the latest 13F is the newest step

1. period ended2026-06-30

   13F 176,203 shares

   Change vs previous 13F -1,325 shares

   3.49% of the 13F portfolio, value $19,956,745.

   13F-HR 0001108965-26-000003 filed by LYNCH & ASSOCIATES/IN
   Filed 2026-07-13 (acceptance time not in the bulk data set), ingested 2026-10-06 09:57:27 UTC

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

2. period ended2026-03-31

   13F 177,528 shares

   Change vs previous 13F -3,510 shares

   4.14% of the 13F portfolio, value $22,063,198.

   13F-HR 0001108965-26-000002 filed by LYNCH & ASSOCIATES/IN
   Filed 2026-04-08 (acceptance time not in the bulk data set), ingested 2026-10-06 09:58:43 UTC

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

3. period ended2025-12-31

   13F 181,038 shares

   Change vs previous 13F -8,498 shares

   3.81% of the 13F portfolio, value $20,169,448.

   13F-HR 0001108965-26-000001 filed by LYNCH & ASSOCIATES/IN
   Filed 2026-01-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:01:36 UTC

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

4. period ended2025-09-30

   13F 189,536 shares

   Change vs previous 13F -6,307 shares

   3.77% of the 13F portfolio, value $19,533,598.

   13F-HR 0001108965-25-000006 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-10-07 (acceptance time not in the bulk data set), ingested 2026-10-07 03:02:25 UTC

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

5. period ended2025-06-30

   13F 195,843 shares

   Change vs previous 13F -6,682 shares

   3.86% of the 13F portfolio, value $19,149,545.

   13F-HR 0001108965-25-000005 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-07-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:23:11 UTC

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

6. period ended2025-03-31

   13F 202,525 shares

   Change vs previous 13F -4,886 shares

   3.85% of the 13F portfolio, value $17,779,685.

   13F-HR 0001108965-25-000004 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-04-17 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:06 UTC

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

7. period ended2024-12-31

   13F 207,411 shares

   Change vs previous 13F -3,850 shares

   4.07% of the 13F portfolio, value $18,739,599.

   13F-HR 0001108965-25-000001 filed by LYNCH & ASSOCIATES/IN
   Filed 2025-01-10 (acceptance time not in the bulk data set), ingested 2026-10-07 18:25:55 UTC

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

8. period ended2024-09-30

   13F 211,261 shares

   Change vs previous 13F not available

   3.61% of the 13F portfolio, value $17,059,340.

   13F-HR 0001108965-24-000004 filed by LYNCH & ASSOCIATES/IN
   Filed 2024-10-15 (acceptance time not in the bulk data set), ingested 2026-10-07 18:26:56 UTC

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