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Disclosery

LGT Group Foundation: WMT position timeline

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

LGT Group Foundation held 126,561 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-10.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 126,561 shares
    Change vs previous 13F -9,850 shares

    0.16% of the 13F portfolio, value $14,334,297.

    13F-HR 0001911278-26-000007 filed by LGT Group Foundation
    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 136,411 shares
    Change vs previous 13F +10,847 shares

    0.21% of the 13F portfolio, value $16,953,160.

    13F-HR 0001911278-26-000002 filed by LGT Group Foundation
    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 125,564 shares
    Change vs previous 13F +10,287 shares

    0.15% of the 13F portfolio, value $14,053,122.

    13F-HR 0001911278-26-000001 filed by LGT Group Foundation
    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 115,277 shares
    Change vs previous 13F +89 shares

    0.13% of the 13F portfolio, value $11,753,644.

    13F-HR 0001911278-25-000008 filed by LGT Group Foundation
    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 115,188 shares
    Change vs previous 13F +52,168 shares

    0.14% of the 13F portfolio, value $11,263,082.

    13F-HR 0001911278-25-000005 filed by LGT Group Foundation
    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 63,020 shares
    Change vs previous 13F +4,163 shares

    0.08% of the 13F portfolio, value $5,532,525.

    13F-HR 0001911284-25-000003 filed by LGT Group Foundation
    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 58,857 shares
    Change vs previous 13F +1,296 shares

    0.08% of the 13F portfolio, value $5,317,731.

    13F-HR 0001911278-25-000001 filed by LGT Group Foundation
    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 57,561 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $4,629,631.

    13F-HR 0001911278-24-000012 filed by LGT Group Foundation
    Filed (acceptance time not in the bulk data set), ingested

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