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NewEdge Advisors, LLC: WMT position timeline

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

NewEdge Advisors, LLC held 2,860,565 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 2,860,565 shares
    Change vs previous 13F -18,497 shares

    0.97% of the 13F portfolio, value $323,987,608.

    13F-HR 0001213900-26-088240 filed by NewEdge Advisors, 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/A 2,879,062 shares
    Change vs previous 13F -58,596 shares

    1.29% of the 13F portfolio, value $357,809,748.

    13F-HR/A 0001213900-26-064375 filed by NewEdge Advisors, 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 2,937,658 shares
    Change vs previous 13F +1,976,572 shares

    1.19% of the 13F portfolio, value $327,284,434.

    13F-HR 0001213900-26-017857 filed by NewEdge Advisors, 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 961,086 shares
    Change vs previous 13F +17,236 shares

    0.45% of the 13F portfolio, value $99,049,467.

    13F-HR 0001213900-25-111189 filed by NewEdge Advisors, 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 943,850 shares
    Change vs previous 13F -11,236 shares

    0.48% of the 13F portfolio, value $92,289,590.

    13F-HR 0001213900-25-076165 filed by NewEdge Advisors, 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 955,086 shares
    Change vs previous 13F +35,559 shares

    0.5% of the 13F portfolio, value $83,847,006.

    13F-HR 0001213900-25-043870 filed by NewEdge Advisors, 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 919,527 shares
    Change vs previous 13F +61,964 shares

    0.5% of the 13F portfolio, value $83,079,222.

    13F-HR 0001213900-25-013610 filed by NewEdge Advisors, 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 857,563 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $69,248,332.

    13F-HR 0001213900-24-097991 filed by NewEdge Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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