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Richard Bernstein Advisors LLC: WMT position timeline

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

Richard Bernstein Advisors LLC held 22,216 WMT shares at 2026-03-31 per its 13F-HR filed 2026-04-22.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 22,216 shares
    Change vs previous 13F -22,805 shares

    0.08% of the 13F portfolio, value $2,761,004.

    13F-HR 0001420506-26-000702 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-12-31
    13F 45,021 shares
    Change vs previous 13F -5,882 shares

    0.15% of the 13F portfolio, value $5,015,790.

    13F-HR 0001420506-26-000132 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-09-30
    13F 50,903 shares
    Change vs previous 13F -63,977 shares

    0.15% of the 13F portfolio, value $5,246,063.

    13F-HR 0001420506-25-003180 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-06-30
    13F 114,880 shares
    Change vs previous 13F -78 shares

    0.28% of the 13F portfolio, value $11,232,966.

    13F-HR 0001420506-25-001714 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-03-31
    13F 114,958 shares
    Change vs previous 13F -4,323 shares

    0.24% of the 13F portfolio, value $10,092,162.

    13F-HR 0001420506-25-000829 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-12-31
    13F 119,281 shares
    Change vs previous 13F +82,565 shares

    0.24% of the 13F portfolio, value $10,777,038.

    13F-HR 0001420506-25-000134 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-09-30
    13F 36,716 shares
    Change vs previous 13F -53,497 shares

    0.06% of the 13F portfolio, value $2,964,817.

    13F-HR 0001420506-24-002253 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-06-30
    13F 90,213 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $6,108,322.

    13F-HR 0001420506-24-001201 filed by Richard Bernstein Advisors LLC
    Filed (acceptance time not in the bulk data set), ingested

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