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Disclosery

MAI Capital Management: WMT position timeline

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

MAI Capital Management held 686,633 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 686,633 shares
    Change vs previous 13F +60,604 shares

    0.3% of the 13F portfolio, value $77,768,156.

    13F-HR 0001172661-26-003680 filed by MAI 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 ended2026-03-31
    13F 626,029 shares
    Change vs previous 13F +2,978 shares

    0.44% of the 13F portfolio, value $77,802,888.

    13F-HR 0001040197-26-000002 filed by MAI 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 ended2025-12-31
    13F 623,051 shares
    Change vs previous 13F +25,098 shares

    0.4% of the 13F portfolio, value $69,414,110.

    13F-HR 0001040197-26-000001 filed by MAI 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 ended2025-09-30
    13F 597,953 shares
    Change vs previous 13F +55,048 shares

    0.39% of the 13F portfolio, value $61,624,990.

    13F-HR 0001040197-25-000006 filed by MAI 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 ended2025-06-30
    13F 542,905 shares
    Change vs previous 13F +26,769 shares

    0.37% of the 13F portfolio, value $53,085,261.

    13F-HR 0001040197-25-000005 filed by MAI 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 ended2025-03-31
    13F 516,136 shares
    Change vs previous 13F -4,783 shares

    0.34% of the 13F portfolio, value $45,311,537.

    13F-HR 0001040197-25-000002 filed by MAI 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 ended2024-12-31
    13F 520,919 shares
    Change vs previous 13F +68,455 shares

    0.35% of the 13F portfolio, value $47,065,062.

    13F-HR 0001040197-25-000001 filed by MAI 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 ended2024-09-30
    13F 452,464 shares
    Change vs previous 13F not available

    0.35% of the 13F portfolio, value $36,536,441.

    13F-HR 0001040197-24-000007 filed by MAI Capital Management
    Filed (acceptance time not in the bulk data set), ingested

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