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Stonegate Investment Group, LLC: WMT position timeline

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

Stonegate Investment Group, LLC held 1,895,754 WMT shares at 2025-09-30 per its 13F-HR filed 2025-11-03.

the latest 13F is the newest step

  1. period ended2025-09-30
    13F 1,895,754 shares
    Change vs previous 13F -49,255 shares

    4.54% of the 13F portfolio, value $195,376,391.

    13F-HR 0001951757-25-001234 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  2. period ended2025-06-30
    13F 1,945,009 shares
    Change vs previous 13F -20,501 shares

    4.78% of the 13F portfolio, value $190,182,933.

    13F-HR 0001951757-25-000936 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2025-03-31
    13F 1,965,510 shares
    Change vs previous 13F -10,768 shares

    4.62% of the 13F portfolio, value $172,552,132.

    13F-HR 0001951757-25-000396 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2024-12-31
    13F 1,976,278 shares
    Change vs previous 13F -47,279 shares

    4.76% of the 13F portfolio, value $178,556,696.

    13F-HR 0001951757-25-000108 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2024-09-30
    13F 2,023,557 shares
    Change vs previous 13F +25,561 shares

    4.31% of the 13F portfolio, value $163,402,244.

    13F-HR 0001951757-24-001063 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2024-06-30
    13F 1,997,996 shares
    Change vs previous 13F +29,721 shares

    3.92% of the 13F portfolio, value $135,284,329.

    13F-HR 0001951757-24-000631 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2024-03-31
    13F 1,968,275 shares
    Change vs previous 13F +1,323,849 shares

    3.72% of the 13F portfolio, value $118,431,135.

    13F-HR 0001951757-24-000359 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2023-12-31
    13F 644,426 shares
    Change vs previous 13F not available

    3.37% of the 13F portfolio, value $101,593,780.

    13F-HR 0001951757-24-000107 filed by Stonegate Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

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