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New York Life Investment Management LLC: WMT position timeline

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

New York Life Investment Management LLC held 610,654 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 610,654 shares
    Change vs previous 13F +1,627 shares

    0.48% of the 13F portfolio, value $69,162,672.

    13F-HR 0001133639-26-000005 filed by New York Life Investment Management 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 609,027 shares
    Change vs previous 13F +7,680 shares

    0.64% of the 13F portfolio, value $75,689,876.

    13F-HR 0001133639-26-000002 filed by New York Life Investment Management 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 601,347 shares
    Change vs previous 13F +5,164 shares

    0.58% of the 13F portfolio, value $66,996,069.

    13F-HR 0001133639-26-000001 filed by New York Life Investment Management 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 596,183 shares
    Change vs previous 13F +8,171 shares

    0.54% of the 13F portfolio, value $61,442,620.

    13F-HR 0001133639-25-000002 filed by New York Life Investment Management 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 588,012 shares
    Change vs previous 13F +7,718 shares

    0.54% of the 13F portfolio, value $57,495,813.

    13F-HR 0001085146-25-004443 filed by New York Life Investment Management 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 580,294 shares
    Change vs previous 13F -1,877 shares

    0.52% of the 13F portfolio, value $50,944,010.

    13F-HR 0001085146-25-002757 filed by New York Life Investment Management 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 582,171 shares
    Change vs previous 13F +3,997 shares

    0.51% of the 13F portfolio, value $52,599,150.

    13F-HR 0001085146-25-000773 filed by New York Life Investment Management 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 578,174 shares
    Change vs previous 13F not available

    0.45% of the 13F portfolio, value $46,687,551.

    13F-HR 0001085146-24-005419 filed by New York Life Investment Management LLC
    Filed (acceptance time not in the bulk data set), ingested

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