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PETERSON WEALTH MANAGEMENT: WMT position timeline

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

PETERSON WEALTH MANAGEMENT held 64,590 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-30.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 64,590 shares
    Change vs previous 13F +20,305 shares

    3.41% of the 13F portfolio, value $7,315,478.

    13F-HR 0001785144-26-000006 filed by PETERSON WEALTH 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 44,285 shares
    Change vs previous 13F +1,362 shares

    3.19% of the 13F portfolio, value $5,503,697.

    13F-HR 0001785144-26-000004 filed by PETERSON WEALTH 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 42,923 shares
    Change vs previous 13F -6,254 shares

    3.55% of the 13F portfolio, value $4,782,020.

    13F-HR 0001785144-26-000002 filed by PETERSON WEALTH 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 49,177 shares
    Change vs previous 13F +1,947 shares

    3.51% of the 13F portfolio, value $5,068,198.

    13F-HR 0001785144-25-000005 filed by PETERSON WEALTH 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 47,230 shares
    Change vs previous 13F -3,077 shares

    2.74% of the 13F portfolio, value $4,618,176.

    13F-HR 0001172661-25-004290 filed by PETERSON WEALTH 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 50,307 shares
    Change vs previous 13F +1,715 shares

    2.97% of the 13F portfolio, value $4,416,474.

    13F-HR 0001172661-25-002444 filed by PETERSON WEALTH 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 48,592 shares
    Change vs previous 13F +2,030 shares

    2.61% of the 13F portfolio, value $4,390,244.

    13F-HR 0001172661-25-001218 filed by PETERSON WEALTH MANAGEMENT
    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 46,562 shares
    Change vs previous 13F not available

    2.4% of the 13F portfolio, value $3,759,916.

    13F-HR 0001172661-24-004711 filed by PETERSON WEALTH MANAGEMENT
    Filed (acceptance time not in the bulk data set), ingested

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