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MERITAGE PORTFOLIO MANAGEMENT: WMT position timeline

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

MERITAGE PORTFOLIO MANAGEMENT held 21,080 WMT shares at 2025-12-31 per its 13F-HR filed 2026-01-27.

the latest 13F is the newest step

  1. period ended2025-12-31
    13F 21,080 shares
    Change vs previous 13F 0 shares

    0.16% of the 13F portfolio, value $2,348,546.

    13F-HR 0000881432-26-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-09-30
    13F 21,080 shares
    Change vs previous 13F -1,950 shares

    0.14% of the 13F portfolio, value $2,172,526.

    13F-HR 0000881432-25-000015 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-06-30
    13F 23,030 shares
    Change vs previous 13F -3,116 shares

    0.14% of the 13F portfolio, value $2,251,894.

    13F-HR 0000881432-25-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-03-31
    13F 26,146 shares
    Change vs previous 13F -3,068 shares

    0.15% of the 13F portfolio, value $2,295,375.

    13F-HR 0000881432-25-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-12-31
    13F 29,214 shares
    Change vs previous 13F -30,191 shares

    0.16% of the 13F portfolio, value $2,639,504.

    13F-HR 0000881432-25-000002 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-09-30
    13F 59,405 shares
    Change vs previous 13F 0 shares

    0.29% of the 13F portfolio, value $4,797,000.

    13F-HR 0000881432-24-000018 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-06-30
    13F 59,405 shares
    Change vs previous 13F -873 shares

    0.25% of the 13F portfolio, value $4,022,000.

    13F-HR 0000881432-24-000011 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-03-31
    13F 60,278 shares
    Change vs previous 13F not available

    0.23% of the 13F portfolio, value $3,627,000.

    13F-HR 0000881432-24-000006 filed by MERITAGE PORTFOLIO MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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