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Disclosery

Telos Capital Management, Inc.: WMT position timeline

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

Telos Capital Management, Inc. held 53,601 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-22.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 53,601 shares
    Change vs previous 13F +14 shares

    0.53% of the 13F portfolio, value $6,070,890.

    13F-HR 0001567889-26-000004 filed by Telos Capital 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 53,587 shares
    Change vs previous 13F -4,037 shares

    0.64% of the 13F portfolio, value $6,659,817.

    13F-HR 0001567889-26-000002 filed by Telos Capital 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 57,624 shares
    Change vs previous 13F -4,805 shares

    0.6% of the 13F portfolio, value $6,419,880.

    13F-HR 0001567889-26-000001 filed by Telos Capital 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 62,429 shares
    Change vs previous 13F +722 shares

    0.62% of the 13F portfolio, value $6,433,932.

    13F-HR 0001567889-25-000005 filed by Telos Capital 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 61,707 shares
    Change vs previous 13F -2,239 shares

    0.61% of the 13F portfolio, value $6,033,731.

    13F-HR 0001567889-25-000004 filed by Telos Capital 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 63,946 shares
    Change vs previous 13F +2,079 shares

    0.61% of the 13F portfolio, value $5,613,825.

    13F-HR 0001567889-25-000003 filed by Telos Capital 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 61,867 shares
    Change vs previous 13F -107 shares

    0.6% of the 13F portfolio, value $5,589,694.

    13F-HR 0001567889-25-000001 filed by Telos Capital 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 61,974 shares
    Change vs previous 13F not available

    0.53% of the 13F portfolio, value $5,004,410.

    13F-HR 0001567889-24-000004 filed by Telos Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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