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Disclosery

Fiduciary Trust Co: WMT position timeline

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

Fiduciary Trust Co held 155,179 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 155,179 shares
    Change vs previous 13F -4,764 shares

    0.19% of the 13F portfolio, value $17,575,623.

    13F-HR 0001140361-26-032703 filed by Fiduciary Trust Co
    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 159,943 shares
    Change vs previous 13F +1,665 shares

    0.24% of the 13F portfolio, value $19,877,738.

    13F-HR 0001140361-26-021427 filed by Fiduciary Trust Co
    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 158,278 shares
    Change vs previous 13F +3,410 shares

    0.2% of the 13F portfolio, value $17,633,806.

    13F-HR 0001140361-26-005347 filed by Fiduciary Trust Co
    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 154,868 shares
    Change vs previous 13F +1,614 shares

    0.18% of the 13F portfolio, value $15,960,657.

    13F-HR 0001140361-25-042195 filed by Fiduciary Trust Co
    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 153,254 shares
    Change vs previous 13F +5,936 shares

    0.18% of the 13F portfolio, value $14,985,156.

    13F-HR 0001140361-25-030927 filed by Fiduciary Trust Co
    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 147,318 shares
    Change vs previous 13F +14,360 shares

    0.17% of the 13F portfolio, value $12,933,081.

    13F-HR 0001140361-25-019049 filed by Fiduciary Trust Co
    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 132,958 shares
    Change vs previous 13F +5,059 shares

    0.16% of the 13F portfolio, value $12,012,755.

    13F-HR 0001140361-25-004621 filed by Fiduciary Trust Co
    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 127,899 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $10,327,844.

    13F-HR 0001140361-24-046718 filed by Fiduciary Trust Co
    Filed (acceptance time not in the bulk data set), ingested

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