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Colonial Trust Advisors: WMT position timeline

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

Colonial Trust Advisors held 251,661 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 251,661 shares
    Change vs previous 13F -6,165 shares

    1.28% of the 13F portfolio, value $28,503,148.

    13F-HR 0001398344-26-013984 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 169,480 shares
    • Colonial Trust Co / SC: 82,181 shares

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

  2. period ended2026-03-31
    13F 257,826 shares
    Change vs previous 13F -6,824 shares

    1.58% of the 13F portfolio, value $32,042,649.

    13F-HR 0001398344-26-009001 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 171,934 shares
    • Colonial Trust Co / SC: 85,892 shares

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

  3. period ended2025-12-31
    13F 264,650 shares
    Change vs previous 13F -5,980 shares

    1.42% of the 13F portfolio, value $29,484,688.

    13F-HR 0001398344-26-002829 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 176,318 shares
    • Colonial Trust Co / SC: 88,332 shares

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

  4. period ended2025-09-30
    13F 270,630 shares
    Change vs previous 13F +2,790 shares

    1.37% of the 13F portfolio, value $27,891,173.

    13F-HR 0001398344-25-020602 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 179,671 shares
    • Colonial Trust Co / SC: 90,959 shares

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

  5. period ended2025-06-30
    13F 267,840 shares
    Change vs previous 13F -394 shares

    1.38% of the 13F portfolio, value $26,189,390.

    13F-HR 0001398344-25-015189 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 177,561 shares
    • Colonial Trust Co / SC: 90,279 shares

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

  6. period ended2025-03-31
    13F 268,234 shares
    Change vs previous 13F -4,107 shares

    1.33% of the 13F portfolio, value $23,548,343.

    13F-HR 0001398344-25-009319 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 176,175 shares
    • Colonial Trust Co / SC: 92,059 shares

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

  7. period ended2024-12-31
    13F 272,341 shares
    Change vs previous 13F +2,063 shares

    1.37% of the 13F portfolio, value $24,606,027.

    13F-HR 0001398344-25-002651 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 174,850 shares
    • Colonial Trust Co / SC: 97,491 shares

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

  8. period ended2024-09-30
    13F 270,278 shares
    Change vs previous 13F not available

    1.21% of the 13F portfolio, value $21,824,966.

    13F-HR 0001398344-24-020481 filed by Colonial Trust Advisors
    Filed (acceptance time not in the bulk data set), ingested

    • Colonial Trust Advisors: 180,052 shares
    • Colonial Trust Co / SC: 90,226 shares

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