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Disclosery

SummitTX Capital, L.P.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of SummitTX Capital, L.P. on WMT, newest first. How the timeline and the estimate are built.

SummitTX Capital, L.P. held 176,720 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 176,720 shares
    Change vs previous 13F +130,095 shares

    0.53% of the 13F portfolio, value $20,015,307.

    13F-HR 0002052310-26-000002 filed by SummitTX Capital, L.P.
    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 46,625 shares
    Change vs previous 13F -212,038 shares

    0.19% of the 13F portfolio, value $5,794,555.

    13F-HR 0000905148-26-002402 filed by SummitTX Capital, L.P.
    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 258,663 shares
    Change vs previous 13F +162,126 shares

    0.87% of the 13F portfolio, value $28,817,645.

    13F-HR 0000905148-26-000842 filed by SummitTX Capital, L.P.
    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 96,537 shares
    Change vs previous 13F +42,324 shares

    0.41% of the 13F portfolio, value $9,949,103.

    13F-HR 0000905148-25-004050 filed by SummitTX Capital, L.P.
    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 54,213 shares
    Change vs previous 13F +41,309 shares

    0.23% of the 13F portfolio, value $5,300,947.

    13F-HR 0000905148-25-002950 filed by SummitTX Capital, L.P.
    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 12,904 shares
    Change vs previous 13F not available

    0.05% of the 13F portfolio, value $1,132,842.

    13F-HR 0000905148-25-001746 filed by SummitTX Capital, L.P.
    Filed (acceptance time not in the bulk data set), ingested

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