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Saratoga Research & Investment Management: WMT position timeline

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

Saratoga Research & Investment Management held 0 WMT shares at 2026-03-31 per its 13F-HR filed 2026-05-08.

the latest 13F is the newest step

  1. period ended2026-03-31
    13F 0 shares
    Change vs previous 13F -153,526 shares

    13F-HR 0001477872-26-000003 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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

    Exited: the 13F for this period no longer lists the position.

  2. period ended2025-12-31
    13F 153,526 shares
    Change vs previous 13F -9,094 shares

    0.9% of the 13F portfolio, value $17,104,332.

    13F-HR 0001477872-26-000001 filed by Saratoga Research & Investment Management
    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 162,620 shares
    Change vs previous 13F -12,280 shares

    0.87% of the 13F portfolio, value $16,759,617.

    13F-HR 0001477872-25-000007 filed by Saratoga Research & Investment Management
    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 174,900 shares
    Change vs previous 13F -227,831 shares

    0.92% of the 13F portfolio, value $17,101,722.

    13F-HR 0001477872-25-000005 filed by Saratoga Research & Investment Management
    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 402,731 shares
    Change vs previous 13F -65,587 shares

    1.87% of the 13F portfolio, value $35,355,755.

    13F-HR 0001477872-25-000004 filed by Saratoga Research & Investment Management
    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 468,318 shares
    Change vs previous 13F -21,025 shares

    2.13% of the 13F portfolio, value $42,312,531.

    13F-HR 0001477872-25-000002 filed by Saratoga Research & Investment Management
    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 489,343 shares
    Change vs previous 13F not available

    1.73% of the 13F portfolio, value $39,514,447.

    13F-HR 0001477872-24-000005 filed by Saratoga Research & Investment Management
    Filed (acceptance time not in the bulk data set), ingested

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