Skip to content
Disclosery

Rafferty Asset Management, LLC: WMT position timeline

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

Rafferty Asset Management, LLC held 514,068 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 514,068 shares
    Change vs previous 13F +154,002 shares

    0.13% of the 13F portfolio, value $58,223,342.

    13F-HR 0001999371-26-017909 filed by Rafferty Asset Management, LLC
    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 360,066 shares
    Change vs previous 13F -10,404 shares

    0.18% of the 13F portfolio, value $44,749,002.

    13F-HR 0001999371-26-010796 filed by Rafferty Asset Management, LLC
    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 370,470 shares
    Change vs previous 13F -7,002 shares

    0.14% of the 13F portfolio, value $41,274,063.

    13F-HR 0001999371-26-003261 filed by Rafferty Asset Management, LLC
    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 377,472 shares
    Change vs previous 13F +7,623 shares

    0.13% of the 13F portfolio, value $38,902,264.

    13F-HR 0001999371-25-017439 filed by Rafferty Asset Management, LLC
    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 369,849 shares
    Change vs previous 13F +67,096 shares

    0.12% of the 13F portfolio, value $36,163,835.

    13F-HR 0001999371-25-011302 filed by Rafferty Asset Management, LLC
    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 302,753 shares
    Change vs previous 13F -78,375 shares

    0.11% of the 13F portfolio, value $26,578,686.

    13F-HR 0001999371-25-006071 filed by Rafferty Asset Management, LLC
    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 381,128 shares
    Change vs previous 13F +40,547 shares

    0.12% of the 13F portfolio, value $34,434,915.

    13F-HR 0001999371-25-001622 filed by Rafferty Asset Management, LLC
    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 340,581 shares
    Change vs previous 13F not available

    0.09% of the 13F portfolio, value $27,501,916.

    13F-HR 0001999371-24-014625 filed by Rafferty Asset Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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