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Disclosery

Somerset Trust Co: WMT position timeline

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

Somerset Trust Co held 77,459 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-13.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 77,459 shares
    Change vs previous 13F -572 shares

    2.27% of the 13F portfolio, value $8,049,539.

    13F-HR 0001597099-26-000006 filed by Somerset Trust Co
    Accepted , ingested

  2. period ended2026-06-30
    13F 78,031 shares
    Change vs previous 13F +1,430 shares

    2.5% of the 13F portfolio, value $8,837,791.

    13F-HR 0001597099-26-000003 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 76,601 shares
    Change vs previous 13F -32 shares

    2.92% of the 13F portfolio, value $9,519,972.

    13F-HR 0001597099-26-000002 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F 76,633 shares
    Change vs previous 13F -254 shares

    2.61% of the 13F portfolio, value $8,537,682.

    13F-HR 0001597099-26-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F 76,887 shares
    Change vs previous 13F +342 shares

    2.45% of the 13F portfolio, value $7,923,974.

    13F-HR 0001597099-25-000006 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 76,545 shares
    Change vs previous 13F -1,713 shares

    2.44% of the 13F portfolio, value $7,484,570.

    13F-HR 0001597099-25-000004 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 78,258 shares
    Change vs previous 13F +2,360 shares

    2.45% of the 13F portfolio, value $6,870,270.

    13F-HR 0001597099-25-000003 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 75,898 shares
    Change vs previous 13F not available

    2.58% of the 13F portfolio, value $6,857,384.

    13F-HR 0001597099-25-000001 filed by Somerset Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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