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PINNACLE ASSOCIATES LTD: WMT position timeline

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

PINNACLE ASSOCIATES LTD held 483,782 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 483,782 shares
    Change vs previous 13F -330 shares

    0.6% of the 13F portfolio, value $54,793,137.

    13F-HR 0000743127-26-000003 filed by PINNACLE ASSOCIATES LTD
    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 484,112 shares
    Change vs previous 13F -2,920 shares

    0.77% of the 13F portfolio, value $60,165,499.

    13F-HR 0000743127-26-000002 filed by PINNACLE ASSOCIATES LTD
    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 487,032 shares
    Change vs previous 13F -1,036 shares

    0.7% of the 13F portfolio, value $54,260,289.

    13F-HR 0000743127-26-000001 filed by PINNACLE ASSOCIATES LTD
    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 488,068 shares
    Change vs previous 13F -2,871 shares

    0.67% of the 13F portfolio, value $50,300,263.

    13F-HR 0000743127-25-000003 filed by PINNACLE ASSOCIATES LTD
    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 490,939 shares
    Change vs previous 13F +128,121 shares

    0.7% of the 13F portfolio, value $48,003,992.

    13F-HR 0001085146-25-004479 filed by PINNACLE ASSOCIATES LTD
    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 362,818 shares
    Change vs previous 13F -2,681 shares

    0.47% of the 13F portfolio, value $31,851,754.

    13F-HR 0001085146-25-002639 filed by PINNACLE ASSOCIATES LTD
    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 365,499 shares
    Change vs previous 13F +237,035 shares

    0.45% of the 13F portfolio, value $33,022,805.

    13F-HR 0001085146-25-001486 filed by PINNACLE ASSOCIATES LTD
    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 128,464 shares
    Change vs previous 13F not available

    0.34% of the 13F portfolio, value $20,252,416.

    13F-HR 0001085146-24-005170 filed by PINNACLE ASSOCIATES LTD
    Filed (acceptance time not in the bulk data set), ingested

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