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Wellington Shields Capital Management, LLC: WMT position timeline

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

Wellington Shields Capital Management, LLC held 67,183 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 67,183 shares
    Change vs previous 13F +1,053 shares

    0.62% of the 13F portfolio, value $7,609,235.

    13F-HR 0001506073-26-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 30,188 shares
    • Wellington Shields & Co., LLC: 36,995 shares

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

  2. period ended2026-03-31
    13F 66,130 shares
    Change vs previous 13F +941 shares

    0.78% of the 13F portfolio, value $8,218,623.

    13F-HR 0001506073-26-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 30,173 shares
    • Wellington Shields & Co., LLC: 35,957 shares

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

  3. period ended2025-12-31
    13F 65,189 shares
    Change vs previous 13F -1,651 shares

    0.67% of the 13F portfolio, value $7,262,732.

    13F-HR 0001506073-26-000001 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 29,187 shares
    • Wellington Shields & Co., LLC: 36,002 shares

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

  4. period ended2025-09-30
    13F 66,840 shares
    Change vs previous 13F +276 shares

    0.66% of the 13F portfolio, value $6,888,554.

    13F-HR 0001506073-25-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 30,887 shares
    • Wellington Shields & Co., LLC: 35,953 shares

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

  5. period ended2025-06-30
    13F 66,564 shares
    Change vs previous 13F +4,948 shares

    0.69% of the 13F portfolio, value $6,508,674.

    13F-HR 0000825293-25-000007 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 30,037 shares
    • Wellington Shields & Co., LLC: 36,527 shares

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

  6. period ended2025-03-31
    13F 61,616 shares
    Change vs previous 13F +500 shares

    0.62% of the 13F portfolio, value $5,409,328.

    13F-HR 0000825293-25-000004 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 29,401 shares
    • Wellington Shields & Co., LLC: 32,215 shares

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

  7. period ended2024-12-31
    13F 61,116 shares
    Change vs previous 13F -200 shares

    0.62% of the 13F portfolio, value $5,521,861.

    13F-HR 0001506071-25-000002 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 28,901 shares
    • Wellington Shields & Co., LLC: 32,215 shares

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

  8. period ended2024-09-30
    13F 61,316 shares
    Change vs previous 13F not available

    0.55% of the 13F portfolio, value $4,951,294.

    13F-HR 0001506071-24-000003 filed by Wellington Shields & Co., LLC
    Filed (acceptance time not in the bulk data set), ingested

    • Wellington Shields Capital Management, LLC: 29,101 shares
    • Wellington Shields & Co., LLC: 32,215 shares

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