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WINDWARD CAPITAL MANAGEMENT CO /CA: WM position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of WINDWARD CAPITAL MANAGEMENT CO /CA on WM, newest first. How the timeline and the estimate are built.

WINDWARD CAPITAL MANAGEMENT CO /CA held 27,397 WM shares at 2026-06-30 per its 13F-HR filed 2026-08-07.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 27,397 shares
    Change vs previous 13F +225 shares

    0.46% of the 13F portfolio, value $6,106,339.

    13F-HR 0001078635-26-000001 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 27,172 shares
    Change vs previous 13F +77 shares

    0.51% of the 13F portfolio, value $6,243,662.

    13F-HR 0001172661-26-001747 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 27,095 shares
    Change vs previous 13F -1,932 shares

    0.47% of the 13F portfolio, value $5,952,934.

    13F-HR 0001172661-26-000370 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 29,027 shares
    Change vs previous 13F -215 shares

    0.51% of the 13F portfolio, value $6,410,039.

    13F-HR 0001172661-25-004498 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 29,242 shares
    Change vs previous 13F -784 shares

    0.57% of the 13F portfolio, value $6,691,125.

    13F-HR 0001172661-25-003076 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 30,026 shares
    Change vs previous 13F -182 shares

    0.6% of the 13F portfolio, value $6,951,145.

    13F-HR 0001172661-25-001771 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 30,208 shares
    Change vs previous 13F -429 shares

    0.47% of the 13F portfolio, value $6,095,729.

    13F-HR 0001172661-25-000359 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    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 30,637 shares
    Change vs previous 13F not available

    0.49% of the 13F portfolio, value $6,360,227.

    13F-HR 0001172661-24-004445 filed by WINDWARD CAPITAL MANAGEMENT CO /CA
    Filed (acceptance time not in the bulk data set), ingested

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