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Disclosery

Westchester Capital Management, Inc.: WM position timeline

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

Westchester Capital Management, Inc. held 88,590 WM shares at 2026-06-30 per its 13F-HR filed 2026-07-23.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 88,590 shares
    Change vs previous 13F -1,735 shares

    3.56% of the 13F portfolio, value $19,744,939.

    13F-HR 0001104659-26-085982 filed by Westchester 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 90,325 shares
    Change vs previous 13F -100 shares

    4.18% of the 13F portfolio, value $20,755,782.

    13F-HR 0001104659-26-056078 filed by Westchester 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 90,425 shares
    Change vs previous 13F +2,983 shares

    4.11% of the 13F portfolio, value $19,867,277.

    13F-HR 0001104659-26-014458 filed by Westchester 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 87,442 shares
    Change vs previous 13F -1,297 shares

    4.15% of the 13F portfolio, value $19,309,817.

    13F-HR 0001104659-25-108451 filed by Westchester 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 88,739 shares
    Change vs previous 13F -425 shares

    4.78% of the 13F portfolio, value $20,305,258.

    13F-HR 0001104659-25-070873 filed by Westchester 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 89,164 shares
    Change vs previous 13F -222 shares

    5.13% of the 13F portfolio, value $20,642,358.

    13F-HR 0001104659-25-046340 filed by Westchester 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 89,386 shares
    Change vs previous 13F -1,216 shares

    4.54% of the 13F portfolio, value $18,037,201.

    13F-HR 0001104659-25-010664 filed by Westchester 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 90,602 shares
    Change vs previous 13F not available

    4.57% of the 13F portfolio, value $18,808,975.

    13F-HR 0001104659-24-113492 filed by Westchester Capital Management, Inc.
    Filed (acceptance time not in the bulk data set), ingested

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