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Disclosery

Oak Harvest Investment Services: WMT position timeline

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

Oak Harvest Investment Services held 68,834 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-27.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 68,834 shares
    Change vs previous 13F +40,609 shares

    0.73% of the 13F portfolio, value $7,796,132.

    13F-HR 0001839430-26-000006 filed by Oak Harvest Investment Services
    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 28,225 shares
    Change vs previous 13F -1,482 shares

    0.37% of the 13F portfolio, value $3,507,785.

    13F-HR 0001839430-26-000004 filed by Oak Harvest Investment Services
    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 29,707 shares
    Change vs previous 13F +248 shares

    0.36% of the 13F portfolio, value $3,309,637.

    13F-HR 0001839430-26-000001 filed by Oak Harvest Investment Services
    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 29,459 shares
    Change vs previous 13F -184 shares

    0.35% of the 13F portfolio, value $3,036,041.

    13F-HR 0001839430-25-000007 filed by Oak Harvest Investment Services
    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 29,643 shares
    Change vs previous 13F -138,199 shares

    0.36% of the 13F portfolio, value $2,898,481.

    13F-HR 0001839430-25-000005 filed by Oak Harvest Investment Services
    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 167,842 shares
    Change vs previous 13F -18,652 shares

    2.06% of the 13F portfolio, value $14,734,879.

    13F-HR 0001839430-25-000004 filed by Oak Harvest Investment Services
    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 186,494 shares
    Change vs previous 13F +3,862 shares

    2.35% of the 13F portfolio, value $16,849,756.

    13F-HR 0001667731-25-000101 filed by Oak Harvest Investment Services
    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 182,632 shares
    Change vs previous 13F not available

    2.12% of the 13F portfolio, value $14,747,497.

    13F-HR 0001839430-24-000008 filed by Oak Harvest Investment Services
    Filed (acceptance time not in the bulk data set), ingested

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