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MANAGED ASSET PORTFOLIOS, LLC: WMT position timeline

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

MANAGED ASSET PORTFOLIOS, LLC held 178,651 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 178,651 shares
    Change vs previous 13F +1,927 shares

    2.31% of the 13F portfolio, value $20,234,030.

    13F-HR 0001600999-26-000007 filed by MANAGED ASSET PORTFOLIOS, 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 176,724 shares
    Change vs previous 13F -83,573 shares

    2.63% of the 13F portfolio, value $21,963,234.

    13F-HR 0001600999-26-000006 filed by MANAGED ASSET PORTFOLIOS, 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 260,297 shares
    Change vs previous 13F -829 shares

    3.5% of the 13F portfolio, value $28,999,724.

    13F-HR 0001600999-26-000003 filed by MANAGED ASSET PORTFOLIOS, 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 261,126 shares
    Change vs previous 13F +4,987 shares

    3.33% of the 13F portfolio, value $26,911,605.

    13F-HR 0001600999-25-000008 filed by MANAGED ASSET PORTFOLIOS, 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 256,139 shares
    Change vs previous 13F -2,545 shares

    3.25% of the 13F portfolio, value $25,045,246.

    13F-HR 0001600999-25-000004 filed by MANAGED ASSET PORTFOLIOS, 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 258,684 shares
    Change vs previous 13F +34,320 shares

    3.15% of the 13F portfolio, value $22,709,847.

    13F-HR 0001600999-25-000003 filed by MANAGED ASSET PORTFOLIOS, 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 224,364 shares
    Change vs previous 13F -91,510 shares

    3.01% of the 13F portfolio, value $20,271,321.

    13F-HR 0001600999-25-000002 filed by MANAGED ASSET PORTFOLIOS, 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 315,874 shares
    Change vs previous 13F not available

    3.6% of the 13F portfolio, value $25,506,855.

    13F-HR 0001600999-24-000008 filed by MANAGED ASSET PORTFOLIOS, LLC
    Filed (acceptance time not in the bulk data set), ingested

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