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Disclosery

Westchester Capital Management, Inc.: WMT position timeline

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

Westchester Capital Management, Inc. held 245,533 WMT 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 245,533 shares
    Change vs previous 13F -5,847 shares

    5.01% of the 13F portfolio, value $27,809,068.

    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 251,380 shares
    Change vs previous 13F -1,511 shares

    6.29% of the 13F portfolio, value $31,241,506.

    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 252,891 shares
    Change vs previous 13F -5,727 shares

    5.82% of the 13F portfolio, value $28,174,586.

    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 258,618 shares
    Change vs previous 13F -4,972 shares

    5.73% of the 13F portfolio, value $26,653,171.

    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 263,590 shares
    Change vs previous 13F -609 shares

    6.06% of the 13F portfolio, value $25,773,830.

    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 264,199 shares
    Change vs previous 13F +6,322 shares

    5.77% of the 13F portfolio, value $23,194,030.

    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 257,877 shares
    Change vs previous 13F -12,154 shares

    5.86% of the 13F portfolio, value $23,299,187.

    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 270,031 shares
    Change vs previous 13F not available

    5.3% of the 13F portfolio, value $21,805,003.

    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).