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MOGY JOEL R INVESTMENT COUNSEL INC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of MOGY JOEL R INVESTMENT COUNSEL INC on WMT, newest first. How the timeline and the estimate are built.

MOGY JOEL R INVESTMENT COUNSEL INC held 58,342 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 58,342 shares
    Change vs previous 13F -1,498 shares

    0.32% of the 13F portfolio, value $6,062,901.

    13F-HR 0001398344-26-018129 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Accepted , ingested

  2. period ended2026-06-30
    13F 59,840 shares
    Change vs previous 13F -945 shares

    0.39% of the 13F portfolio, value $6,777,478.

    13F-HR 0001398344-26-012120 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 60,785 shares
    Change vs previous 13F -2,375 shares

    0.47% of the 13F portfolio, value $7,554,360.

    13F-HR 0001398344-26-006551 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 63,160 shares
    Change vs previous 13F +518 shares

    0.38% of the 13F portfolio, value $7,036,656.

    13F-HR 0001398344-26-001713 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 62,642 shares
    Change vs previous 13F -200 shares

    0.35% of the 13F portfolio, value $6,455,885.

    13F-HR 0001398344-25-019214 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 62,842 shares
    Change vs previous 13F 0 shares

    0.35% of the 13F portfolio, value $6,144,691.

    13F-HR 0001398344-25-012972 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 62,842 shares
    Change vs previous 13F -1,166 shares

    0.36% of the 13F portfolio, value $5,516,899.

    13F-HR 0001398344-25-007194 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 64,008 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $5,783,123.

    13F-HR 0001398344-25-000750 filed by MOGY JOEL R INVESTMENT COUNSEL INC
    Filed (acceptance time not in the bulk data set), ingested

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