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Disclosery

Pettee Investors, Inc.: WMT position timeline

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

Pettee Investors, Inc. held 23,601 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 23,601 shares
    Change vs previous 13F -4,486 shares

    1.32% of the 13F portfolio, value $2,673,049.

    13F-HR 0001596901-26-000003 filed by Pettee Investors, 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 28,087 shares
    Change vs previous 13F 0 shares

    1.91% of the 13F portfolio, value $3,705,518.

    13F-HR 0001596901-26-000002 filed by Pettee Investors, 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 28,087 shares
    Change vs previous 13F -1,460 shares

    1.75% of the 13F portfolio, value $3,129,173.

    13F-HR 0001596901-26-000001 filed by Pettee Investors, 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 29,547 shares
    Change vs previous 13F -3,338 shares

    1.68% of the 13F portfolio, value $3,045,114.

    13F-HR 0001596901-25-000005 filed by Pettee Investors, 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 32,885 shares
    Change vs previous 13F -1,500 shares

    1.92% of the 13F portfolio, value $3,215,495.

    13F-HR 0001596901-25-000003 filed by Pettee Investors, 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 34,385 shares
    Change vs previous 13F +368 shares

    1.8% of the 13F portfolio, value $3,018,659.

    13F-HR 0001596901-25-000002 filed by Pettee Investors, 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 34,017 shares
    Change vs previous 13F 0 shares

    1.56% of the 13F portfolio, value $3,073,436.

    13F-HR 0001596901-25-000001 filed by Pettee Investors, 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 34,017 shares
    Change vs previous 13F not available

    1.34% of the 13F portfolio, value $2,746,873.

    13F-HR 0001596901-24-000004 filed by Pettee Investors, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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