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McGowan Group Asset Management, Inc.: WMT position timeline

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

McGowan Group Asset Management, Inc. held 8,506 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-12.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 8,506 shares
    Change vs previous 13F +119 shares

    0.12% of the 13F portfolio, value $963,367.

    13F-HR 0001765380-26-000349 filed by McGowan Group Asset Management, 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 8,387 shares
    Change vs previous 13F +317 shares

    0.13% of the 13F portfolio, value $1,042,362.

    13F-HR 0001765380-26-000196 filed by McGowan Group Asset Management, 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 8,070 shares
    Change vs previous 13F +245 shares

    0.11% of the 13F portfolio, value $899,116.

    13F-HR 0001633227-26-000001 filed by McGowan Group Asset Management, 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 7,825 shares
    Change vs previous 13F -2,039 shares

    0.1% of the 13F portfolio, value $806,479.

    13F-HR 0001633227-25-000005 filed by McGowan Group Asset Management, 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 9,864 shares
    Change vs previous 13F -692 shares

    0.12% of the 13F portfolio, value $964,487.

    13F-HR 0001633227-25-000003 filed by McGowan Group Asset Management, 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 10,556 shares
    Change vs previous 13F -811 shares

    0.12% of the 13F portfolio, value $926,741.

    13F-HR 0001633227-25-000002 filed by McGowan Group Asset Management, 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 11,367 shares
    Change vs previous 13F +1,690 shares

    0.14% of the 13F portfolio, value $1,026,987.

    13F-HR 0001633227-25-000001 filed by McGowan Group Asset Management, 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 9,677 shares
    Change vs previous 13F not available

    0.1% of the 13F portfolio, value $781,399.

    13F-HR 0001633227-24-000004 filed by McGowan Group Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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