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SWS Partners: WMT position timeline

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

SWS Partners held 28,525 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 28,525 shares
    Change vs previous 13F -522 shares

    0.7% of the 13F portfolio, value $3,230,686.

    13F-HR 0001731731-26-000004 filed by SWS Partners
    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 29,047 shares
    Change vs previous 13F -188 shares

    0.89% of the 13F portfolio, value $3,617,138.

    13F-HR 0001731731-26-000002 filed by SWS Partners
    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 29,235 shares
    Change vs previous 13F +303 shares

    0.79% of the 13F portfolio, value $3,257,084.

    13F-HR 0001731731-26-000001 filed by SWS Partners
    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 28,932 shares
    Change vs previous 13F +962 shares

    0.73% of the 13F portfolio, value $2,981,803.

    13F-HR 0001731731-25-000010 filed by SWS Partners
    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 27,970 shares
    Change vs previous 13F +3,431 shares

    0.74% of the 13F portfolio, value $2,734,936.

    13F-HR 0001731731-25-000007 filed by SWS Partners
    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/A 24,539 shares
    Change vs previous 13F -65 shares

    0.71% of the 13F portfolio, value $2,154,286.

    13F-HR/A 0001731731-25-000006 filed by SWS Partners
    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 24,604 shares
    Change vs previous 13F +378 shares

    0.67% of the 13F portfolio, value $2,228,009.

    13F-HR 0001731731-25-000001 filed by SWS Partners
    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 24,226 shares
    Change vs previous 13F not available

    0.62% of the 13F portfolio, value $1,956,189.

    13F-HR 0001731731-24-000007 filed by SWS Partners
    Filed (acceptance time not in the bulk data set), ingested

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