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Stack Financial Management, Inc: WMT position timeline

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

Stack Financial Management, Inc held 1,014,994 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,014,994 shares
    Change vs previous 13F +6,573 shares

    8.97% of the 13F portfolio, value $114,958,173.

    13F-HR 0001308685-26-000007 filed by Stack Financial Management, Inc
    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 1,008,421 shares
    Change vs previous 13F -10,081 shares

    9.21% of the 13F portfolio, value $125,326,524.

    13F-HR 0001308685-26-000005 filed by Stack Financial Management, Inc
    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 1,018,502 shares
    Change vs previous 13F -28,494 shares

    8.65% of the 13F portfolio, value $113,471,274.

    13F-HR 0001308685-26-000002 filed by Stack Financial Management, Inc
    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 1,046,996 shares
    Change vs previous 13F -6,592 shares

    8.95% of the 13F portfolio, value $107,903,376.

    13F-HR 0001308685-25-000011 filed by Stack Financial Management, Inc
    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 1,053,588 shares
    Change vs previous 13F -20,094 shares

    9.1% of the 13F portfolio, value $103,019,805.

    13F-HR 0001308685-25-000009 filed by Stack Financial Management, Inc
    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 1,073,682 shares
    Change vs previous 13F -10,078 shares

    7.85% of the 13F portfolio, value $94,258,516.

    13F-HR 0001308685-25-000007 filed by Stack Financial Management, Inc
    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 1,083,760 shares
    Change vs previous 13F -15,900 shares

    8.95% of the 13F portfolio, value $97,917,720.

    13F-HR 0001308685-25-000004 filed by Stack Financial Management, Inc
    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 1,099,660 shares
    Change vs previous 13F not available

    7.97% of the 13F portfolio, value $88,797,549.

    13F-HR 0001308685-24-000009 filed by Stack Financial Management, Inc
    Filed (acceptance time not in the bulk data set), ingested

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