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OAKWORTH CAPITAL, INC.: WMT position timeline

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

OAKWORTH CAPITAL, INC. held 398,156 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 398,156 shares
    Change vs previous 13F -11,184 shares

    2.11% of the 13F portfolio, value $44,447,167.

    13F-HR 0001140361-26-029253 filed by OAKWORTH CAPITAL, INC.
    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 409,340 shares
    Change vs previous 13F +10,754 shares

    2.69% of the 13F portfolio, value $50,872,788.

    13F-HR 0001140361-26-016601 filed by OAKWORTH CAPITAL, INC.
    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 398,586 shares
    Change vs previous 13F -409 shares

    2.42% of the 13F portfolio, value $44,406,466.

    13F-HR 0001140361-26-002927 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-09-30
    13F 398,995 shares
    Change vs previous 13F +5,405 shares

    2.38% of the 13F portfolio, value $41,120,408.

    13F-HR 0001140361-25-040287 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-06-30
    13F 393,590 shares
    Change vs previous 13F +949 shares

    2.48% of the 13F portfolio, value $38,485,239.

    13F-HR 0001140361-25-026209 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-03-31
    13F 392,641 shares
    Change vs previous 13F -12,232 shares

    2.4% of the 13F portfolio, value $34,469,967.

    13F-HR 0001140361-25-015315 filed by OAKWORTH CAPITAL, INC.
    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 404,873 shares
    Change vs previous 13F +3,113 shares

    2.52% of the 13F portfolio, value $36,580,300.

    13F-HR 0001140361-25-002072 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-09-30
    13F 401,760 shares
    Change vs previous 13F not available

    2.25% of the 13F portfolio, value $32,442,229.

    13F-HR 0001140361-24-043787 filed by OAKWORTH CAPITAL, INC.
    Filed (acceptance time not in the bulk data set), ingested

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