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Segment Wealth Management, LLC: WMT position timeline

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

Segment Wealth Management, LLC held 253,512 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-16.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 253,512 shares
    Change vs previous 13F +329 shares

    1.49% of the 13F portfolio, value $28,712,727.

    13F-HR 0001575581-26-000003 filed by Segment Wealth 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 253,183 shares
    Change vs previous 13F +228 shares

    1.85% of the 13F portfolio, value $31,465,537.

    13F-HR 0001575581-26-000002 filed by Segment Wealth 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 252,955 shares
    Change vs previous 13F -68 shares

    1.63% of the 13F portfolio, value $28,181,673.

    13F-HR 0001575581-26-000001 filed by Segment Wealth 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 253,023 shares
    Change vs previous 13F -1,260 shares

    1.56% of the 13F portfolio, value $26,076,510.

    13F-HR 0001575581-25-000003 filed by Segment Wealth 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 254,283 shares
    Change vs previous 13F -5,049 shares

    1.58% of the 13F portfolio, value $24,863,820.

    13F-HR 0001085146-25-003996 filed by Segment Wealth 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 259,332 shares
    Change vs previous 13F +1,107 shares

    1.54% of the 13F portfolio, value $22,766,780.

    13F-HR 0001085146-25-002215 filed by Segment Wealth 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 258,225 shares
    Change vs previous 13F -794 shares

    1.59% of the 13F portfolio, value $23,330,639.

    13F-HR 0001085146-25-000297 filed by Segment Wealth 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 259,019 shares
    Change vs previous 13F not available

    1.44% of the 13F portfolio, value $20,915,793.

    13F-HR 0001085146-24-005054 filed by Segment Wealth Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

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