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Disclosery

WestEnd Advisors, LLC: WMT position timeline

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

WestEnd Advisors, LLC held 7,245 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 7,245 shares
    Change vs previous 13F -323,061 shares

    0.02% of the 13F portfolio, value $820,565.

    13F-HR 0001398344-26-012446 filed by WestEnd Advisors, LLC
    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 330,306 shares
    Change vs previous 13F -78,453 shares

    0.99% of the 13F portfolio, value $41,050,625.

    13F-HR 0001398344-26-006826 filed by WestEnd Advisors, LLC
    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 408,759 shares
    Change vs previous 13F -14,237 shares

    1.06% of the 13F portfolio, value $45,540,072.

    13F-HR 0001398344-26-001290 filed by WestEnd Advisors, LLC
    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 422,996 shares
    Change vs previous 13F -7,050 shares

    1.02% of the 13F portfolio, value $43,594,200.

    13F-HR 0001398344-25-019523 filed by WestEnd Advisors, LLC
    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 430,046 shares
    Change vs previous 13F -81,008 shares

    1.04% of the 13F portfolio, value $42,050,088.

    13F-HR 0001398344-25-013593 filed by WestEnd Advisors, LLC
    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 511,054 shares
    Change vs previous 13F -17,131 shares

    1.19% of the 13F portfolio, value $44,865,421.

    13F-HR 0001398344-25-007692 filed by WestEnd Advisors, LLC
    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 528,185 shares
    Change vs previous 13F -128,196 shares

    1.22% of the 13F portfolio, value $47,721,506.

    13F-HR 0001398344-25-001236 filed by WestEnd Advisors, LLC
    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 656,381 shares
    Change vs previous 13F not available

    1.3% of the 13F portfolio, value $53,002,791.

    13F-HR 0001398344-24-019439 filed by WestEnd Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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