Skip to content
Disclosery

OFI INVEST ASSET MANAGEMENT: WMT position timeline

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

OFI INVEST ASSET MANAGEMENT held 993,252 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 993,252 shares
    Change vs previous 13F +819,420 shares

    0.99% of the 13F portfolio, value $98,874,652.

    13F-HR 0001977602-26-000005 filed by OFI INVEST ASSET MANAGEMENT
    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 173,832 shares
    Change vs previous 13F -249,762 shares

    0.25% of the 13F portfolio, value $19,261,248.

    13F-HR 0001977602-26-000004 filed by OFI INVEST ASSET MANAGEMENT
    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 423,594 shares
    Change vs previous 13F -135,893 shares

    0.58% of the 13F portfolio, value $40,496,094.

    13F-HR 0001977602-26-000002 filed by OFI INVEST ASSET MANAGEMENT
    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 559,487 shares
    Change vs previous 13F +11,780 shares

    1.03% of the 13F portfolio, value $49,072,962.

    13F-HR 0001977602-25-000011 filed by OFI INVEST ASSET MANAGEMENT
    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 547,707 shares
    Change vs previous 13F -136,719 shares

    1.13% of the 13F portfolio, value $45,623,199.

    13F-HR 0001977602-25-000006 filed by OFI INVEST ASSET MANAGEMENT
    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 684,426 shares
    Change vs previous 13F -417 shares

    1.46% of the 13F portfolio, value $55,624,660.

    13F-HR 0001977602-25-000003 filed by OFI INVEST ASSET MANAGEMENT
    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 684,843 shares
    Change vs previous 13F not available

    1.41% of the 13F portfolio, value $59,754,288.

    13F-HR 0001977602-25-000002 filed by OFI INVEST ASSET MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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