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Disclosery

Summit Global Investments: WMT position timeline

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

Summit Global Investments held 7,461 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 7,461 shares
    Change vs previous 13F -82 shares

    0.05% of the 13F portfolio, value $845,000.

    13F-HR 0001697953-26-000006 filed by Summit Global Investments
    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 7,543 shares
    Change vs previous 13F -49 shares

    0.06% of the 13F portfolio, value $937,000.

    13F-HR 0001697953-26-000005 filed by Summit Global Investments
    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 7,592 shares
    Change vs previous 13F -60,204 shares

    0.05% of the 13F portfolio, value $846,000.

    13F-HR 0001697953-26-000004 filed by Summit Global Investments
    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 67,796 shares
    Change vs previous 13F -14,999 shares

    0.41% of the 13F portfolio, value $6,987,000.

    13F-HR 0001697953-25-000008 filed by Summit Global Investments
    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 82,795 shares
    Change vs previous 13F +39,355 shares

    0.48% of the 13F portfolio, value $8,096,000.

    13F-HR 0001697953-25-000007 filed by Summit Global Investments
    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 43,440 shares
    Change vs previous 13F -22,361 shares

    0.28% of the 13F portfolio, value $3,814,000.

    13F-HR 0001697953-25-000003 filed by Summit Global Investments
    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 65,801 shares
    Change vs previous 13F -5,138 shares

    0.37% of the 13F portfolio, value $5,945,000.

    13F-HR 0001697953-25-000001 filed by Summit Global Investments
    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 70,939 shares
    Change vs previous 13F not available

    0.37% of the 13F portfolio, value $5,728,000.

    13F-HR 0001697953-24-000005 filed by Summit Global Investments
    Filed (acceptance time not in the bulk data set), ingested

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