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Disclosery

Rossmore Private Capital: WMT position timeline

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

Rossmore Private Capital held 97,755 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-31.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 97,755 shares
    Change vs previous 13F +1,883 shares

    0.9% of the 13F portfolio, value $11,071,686.

    13F-HR 0001398344-26-013208 filed by Rossmore Private Capital
    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 95,872 shares
    Change vs previous 13F -160 shares

    1.05% of the 13F portfolio, value $11,938,651.

    13F-HR 0001398344-26-008115 filed by Rossmore Private Capital
    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 96,032 shares
    Change vs previous 13F +28,240 shares

    0.96% of the 13F portfolio, value $10,721,219.

    13F-HR 0001398344-26-002304 filed by Rossmore Private Capital
    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 67,792 shares
    Change vs previous 13F +1,778 shares

    0.75% of the 13F portfolio, value $6,986,603.

    13F-HR 0001398344-25-020058 filed by Rossmore Private Capital
    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 66,014 shares
    Change vs previous 13F +398 shares

    0.75% of the 13F portfolio, value $6,454,810.

    13F-HR 0001062993-25-013790 filed by Rossmore Private Capital
    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 65,616 shares
    Change vs previous 13F +1,001 shares

    0.71% of the 13F portfolio, value $5,760,394.

    13F-HR 0001062993-25-009136 filed by Rossmore Private Capital
    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 64,615 shares
    Change vs previous 13F +1,025 shares

    0.72% of the 13F portfolio, value $5,837,965.

    13F-HR 0001062993-25-002262 filed by Rossmore Private Capital
    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 63,590 shares
    Change vs previous 13F not available

    0.63% of the 13F portfolio, value $5,134,893.

    13F-HR 0001062993-24-018306 filed by Rossmore Private Capital
    Filed (acceptance time not in the bulk data set), ingested

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