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Cerity Partners LLC: WMT position timeline

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

Cerity Partners LLC held 3,076,049 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 3,076,049 shares
    Change vs previous 13F -59,428 shares

    0.42% of the 13F portfolio, value $348,391,214.

    13F-HR 0001172661-26-003640 filed by Cerity Partners 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 3,135,477 shares
    Change vs previous 13F -36,398 shares

    0.55% of the 13F portfolio, value $389,677,881.

    13F-HR 0001172661-26-002233 filed by Cerity Partners 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 3,171,875 shares
    Change vs previous 13F +160,667 shares

    0.52% of the 13F portfolio, value $353,381,069.

    13F-HR 0001172661-26-000617 filed by Cerity Partners 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 3,011,208 shares
    Change vs previous 13F +60,760 shares

    0.5% of the 13F portfolio, value $310,338,068.

    13F-HR 0001566475-25-000018 filed by Cerity Partners 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 2,950,448 shares
    Change vs previous 13F -40,262 shares

    0.51% of the 13F portfolio, value $288,493,322.

    13F-HR 0001566475-25-000013 filed by Cerity Partners 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 2,990,710 shares
    Change vs previous 13F +1,223,345 shares

    0.54% of the 13F portfolio, value $262,452,848.

    13F-HR 0001566475-25-000008 filed by Cerity Partners 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 1,767,365 shares
    Change vs previous 13F +33,846 shares

    0.34% of the 13F portfolio, value $157,749,609.

    13F-HR 0001566475-25-000002 filed by Cerity Partners 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 1,733,519 shares
    Change vs previous 13F not available

    0.31% of the 13F portfolio, value $139,981,787.

    13F-HR 0001566475-24-000030 filed by Cerity Partners LLC
    Filed (acceptance time not in the bulk data set), ingested

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