CARY STREET PARTNERS ASSET MANAGEMENT LLC: WMT position timeline
Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CARY STREET PARTNERS ASSET MANAGEMENT LLC on WMT, newest first. How the timeline and the estimate are built.
CARY STREET PARTNERS ASSET MANAGEMENT LLC held 67,345 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-17.
the latest 13F is the newest step
- period ended2026-06-3013F 67,345 sharesChange vs previous 13F +1,193 shares
0.15% of the 13F portfolio, value $7,627,533.
13F-HR 0001475045-26-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 53,903 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,442 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2026-03-3113F 66,152 sharesChange vs previous 13F +1,182 shares
0.19% of the 13F portfolio, value $8,221,284.
13F-HR 0001475045-26-000003 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 53,169 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,983 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-12-3113F 64,970 sharesChange vs previous 13F +10,182 shares
0.16% of the 13F portfolio, value $7,238,151.
13F-HR 0001475045-26-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 52,633 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,337 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-09-3013F 54,788 sharesChange vs previous 13F -247 shares
0.14% of the 13F portfolio, value $5,646,306.
13F-HR 0001475045-25-000010 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 41,733 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 13,055 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-06-3013F 55,035 sharesChange vs previous 13F -43,948 shares
0.14% of the 13F portfolio, value $5,381,269.
13F-HR 0001475045-25-000006 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 42,561 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 12,474 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2025-03-3113F 98,983 sharesChange vs previous 13F +47,363 shares
0.26% of the 13F portfolio, value $8,689,665.
13F-HR 0001475045-25-000004 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 87,606 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 11,377 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-12-3113F 51,620 sharesChange vs previous 13F +1,339 shares
0.14% of the 13F portfolio, value $4,663,815.
13F-HR 0001475045-25-000001 filed by CARY STREET PARTNERS FINANCIAL LLC
Filed (acceptance time not in the bulk data set), ingested- CARY STREET PARTNERS FINANCIAL LLC: 41,319 shares
- CARY STREET PARTNERS INVESTMENT ADVISORY LLC: 10,301 shares
Acceptance time not in the bulk data set (spec §4.2).
- period ended2024-09-3013F 50,281 sharesChange vs previous 13F not available
0.15% of the 13F portfolio, value $4,060,145.
13F-HR 0001766904-24-000010 filed by CARY STREET PARTNERS INVESTMENT ADVISORY LLC
Filed (acceptance time not in the bulk data set), ingestedAcceptance time not in the bulk data set (spec §4.2).