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Disclosery

MOTCO: WMT position timeline

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

MOTCO held 135,626 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 135,626 shares
    Change vs previous 13F -2,519 shares

    1.31% of the 13F portfolio, value $15,361,001.

    13F-HR 0001306333-26-000006 filed by MOTCO
    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 138,145 shares
    Change vs previous 13F -6,213 shares

    1.59% of the 13F portfolio, value $17,168,660.

    13F-HR 0001306333-26-000004 filed by MOTCO
    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 144,358 shares
    Change vs previous 13F -2,099 shares

    1.46% of the 13F portfolio, value $16,082,925.

    13F-HR 0001306333-26-000002 filed by MOTCO
    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 146,457 shares
    Change vs previous 13F +516 shares

    1.38% of the 13F portfolio, value $15,093,859.

    13F-HR 0001306333-25-000009 filed by MOTCO
    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 145,941 shares
    Change vs previous 13F -936 shares

    1.37% of the 13F portfolio, value $14,299,299.

    13F-HR 0001306333-25-000006 filed by MOTCO
    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 146,877 shares
    Change vs previous 13F -4,393 shares

    1.36% of the 13F portfolio, value $12,894,332.

    13F-HR 0001306333-25-000004 filed by MOTCO
    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 151,270 shares
    Change vs previous 13F -12,219 shares

    1.4% of the 13F portfolio, value $13,667,245.

    13F-HR 0001306333-25-000002 filed by MOTCO
    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 163,489 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $13,201,737.

    13F-HR 0001306333-24-000008 filed by MOTCO
    Filed (acceptance time not in the bulk data set), ingested

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