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Pegasus Asset Management, Inc.: WMT position timeline

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

Pegasus Asset Management, Inc. held 9,028 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-06.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 9,028 shares
    Change vs previous 13F -435 shares

    0.29% of the 13F portfolio, value $1,022,512.

    13F-HR 0001729049-26-000006 filed by Pegasus Asset Management, 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/A 9,463 shares
    Change vs previous 13F -35,231 shares

    0.38% of the 13F portfolio, value $1,176,062.

    13F-HR/A 0001729049-26-000005 filed by Pegasus Asset Management, 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/A 44,694 shares
    Change vs previous 13F +1,096 shares

    1.53% of the 13F portfolio, value $4,979,359.

    13F-HR/A 0001729049-26-000004 filed by Pegasus Asset Management, 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/A 43,598 shares
    Change vs previous 13F +235 shares

    1.44% of the 13F portfolio, value $4,493,210.

    13F-HR/A 0001729049-26-000003 filed by Pegasus Asset Management, 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 43,363 shares
    Change vs previous 13F +1,656 shares

    1.45% of the 13F portfolio, value $4,240,035.

    13F-HR 0001729049-25-000006 filed by Pegasus Asset Management, 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 41,707 shares
    Change vs previous 13F +156 shares

    1.47% of the 13F portfolio, value $3,661,458.

    13F-HR 0001729049-25-000005 filed by Pegasus Asset Management, 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 41,551 shares
    Change vs previous 13F -1,292 shares

    1.42% of the 13F portfolio, value $3,754,133.

    13F-HR 0001729049-25-000001 filed by Pegasus Asset Management, 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 42,843 shares
    Change vs previous 13F not available

    1.32% of the 13F portfolio, value $3,459,573.

    13F-HR 0001729049-24-000006 filed by Pegasus Asset Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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