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OPPENHEIMER ASSET MANAGEMENT INC.: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of OPPENHEIMER ASSET MANAGEMENT INC. on WMT, newest first. How the timeline and the estimate are built.

OPPENHEIMER ASSET MANAGEMENT INC. held 681,961 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-03.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 681,961 shares
    Change vs previous 13F +31,883 shares

    0.41% of the 13F portfolio, value $77,238,902.

    13F-HR 0000822581-26-000002 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 486,171 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 195,790 shares

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

  2. period ended2026-03-31
    13F 650,078 shares
    Change vs previous 13F +8,521 shares

    0.48% of the 13F portfolio, value $80,791,695.

    13F-HR 0000822581-26-000001 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 463,259 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 186,819 shares

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

  3. period ended2025-12-31
    13F 641,557 shares
    Change vs previous 13F -23,123 shares

    0.47% of the 13F portfolio, value $71,475,868.

    13F-HR 0001085146-26-000134 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 452,572 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 188,985 shares

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

  4. period ended2025-09-30
    13F 664,680 shares
    Change vs previous 13F +19,220 shares

    0.4% of the 13F portfolio, value $68,501,920.

    13F-HR 0000822581-25-000003 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 482,226 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 182,454 shares

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

  5. period ended2025-06-30
    13F 645,460 shares
    Change vs previous 13F -79,960 shares

    0.39% of the 13F portfolio, value $63,113,079.

    13F-HR 0001085146-25-004369 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 470,449 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 175,011 shares

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

  6. period ended2025-03-31
    13F 725,420 shares
    Change vs previous 13F -22,250 shares

    0.43% of the 13F portfolio, value $63,684,622.

    13F-HR 0001085146-25-002234 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 484,613 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 240,807 shares

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

  7. period ended2024-12-31
    13F 747,670 shares
    Change vs previous 13F +27,612 shares

    0.45% of the 13F portfolio, value $67,551,986.

    13F-HR 0001085146-25-000778 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 490,349 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 257,321 shares

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

  8. period ended2024-09-30
    13F 720,058 shares
    Change vs previous 13F not available

    0.39% of the 13F portfolio, value $58,144,685.

    13F-HR 0001085146-24-005360 filed by OPPENHEIMER & CO INC
    Filed (acceptance time not in the bulk data set), ingested

    • OPPENHEIMER & CO INC: 474,677 shares
    • OPPENHEIMER ASSET MANAGEMENT INC.: 245,381 shares

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