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WESTWOOD HOLDINGS GROUP INC: WMT position timeline

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

WESTWOOD HOLDINGS GROUP INC held 276,742 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 276,742 shares
    Change vs previous 13F -88,855 shares

    0.24% of the 13F portfolio, value $31,343,804.

    13F-HR 0001165002-26-000052 filed by WESTWOOD HOLDINGS GROUP INC
    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 365,597 shares
    Change vs previous 13F -15,846 shares

    0.33% of the 13F portfolio, value $45,436,385.

    13F-HR 0001165002-26-000038 filed by WESTWOOD HOLDINGS GROUP INC
    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 381,443 shares
    Change vs previous 13F -70,460 shares

    0.35% of the 13F portfolio, value $42,496,565.

    13F-HR 0001165002-26-000006 filed by WESTWOOD HOLDINGS GROUP INC
    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 451,903 shares
    Change vs previous 13F -397,765 shares

    0.33% of the 13F portfolio, value $46,573,000.

    13F-HR 0001165002-25-000061 filed by WESTWOOD HOLDINGS GROUP INC
    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/A 849,668 shares
    Change vs previous 13F -55,508 shares

    0.6% of the 13F portfolio, value $83,080,537.

    13F-HR/A 0001085146-25-005822 filed by WESTWOOD HOLDINGS GROUP INC
    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 905,176 shares
    Change vs previous 13F -133,973 shares

    0.6% of the 13F portfolio, value $79,465,401.

    13F-HR 0001085146-25-002893 filed by WESTWOOD HOLDINGS GROUP INC
    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 1,039,149 shares
    Change vs previous 13F -244,551 shares

    0.72% of the 13F portfolio, value $93,887,112.

    13F-HR 0001085146-25-001578 filed by WESTWOOD HOLDINGS GROUP INC
    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 1,283,700 shares
    Change vs previous 13F not available

    0.44% of the 13F portfolio, value $103,658,775.

    13F-HR 0001085146-24-005966 filed by WESTWOOD HOLDINGS GROUP INC
    Filed (acceptance time not in the bulk data set), ingested

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