WMT — WAL-MART STORES INC

Ownership history in MITCHELL MCLEOD PUGH & WILLIAMS INC  ·  45 quarters on record

AI Ownership Summary

MITCHELL MCLEOD PUGH & WILLIAMS INC reported WAL-MART STORES INC (WMT) in 45 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 1.01% in 2024 Q3. The latest visible filing shows WMT at 0.98% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MITCHELL MCLEOD PUGH & WILLIAMS INC's position in WAL-MART STORES INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

WMT was reported at 0.98% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMT stock page MITCHELL MCLEOD PUGH & WILLIAMS INC fund profile MITCHELL MCLEOD PUGH & WILLIAMS INC full holdings
How MITCHELL MCLEOD PUGH & WILLIAMS INC held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 52,263 -1,935 -3.6% 0.98% $6.9M 2026-02-14 (Est.) $133.62
2025 Q3 ADDED 54,198 +994 +1.9% 0.90% $5.6M 2025-10-30 $101.81
2025 Q2 ADDED 53,204 +133 +0.3% 0.97% $5.2M 2025-07-28 $96.99
2025 Q1 ADDED 53,071 +2,194 +4.3% 0.96% $4.7M 2025-05-01 $96.55
2024 Q4 REDUCED 50,877 -8,762 -14.7% 0.96% $4.6M 2025-01-16 $90.25
2024 Q3 REDUCED 59,639 -66 -0.1% 1.01% $4.8M 2024-11-04 $81.32
2024 Q2 ADDED 59,705 +1,415 +2.4% 0.92% $4.0M 2024-07-31 $67.51
2024 Q1 ADDED 58,290 +38,900 +200.6% 0.84% $3.5M 2024-05-01 $57.68
2023 Q4 REDUCED 19,390 -14 -0.1% 0.81% $3.1M 2024-02-05 $54.91
36 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding WMT

As of 2026 Q1 — sorted by position size

Constitution Capital LLC 3Y 5.89% CULLEN INVESTMENT GROUP, LTD. 4.67% LYNCH & ASSOCIATES/IN 3Y 7Y 4.14% ROWLANDMILLER & PARTNERS.ADV 3Y 7Y 3.97% Field & Main Bank 3Y 7Y 3.89% PURSUE WEALTH PARTNERS LLC 3Y 3.59% Finivi Inc. 3.53% Stillwater Capital Advisors, LLC 3Y 7Y 3.4% BOSTON RESEARCH & MANAGEMENT INC 3Y 7Y 3.25% Somerset Trust Co 3Y 7Y 2.92%

FAQ About MITCHELL MCLEOD PUGH & WILLIAMS INC and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has MITCHELL MCLEOD PUGH & WILLIAMS INC reported owning WMT?

MITCHELL MCLEOD PUGH & WILLIAMS INC reported WMT across 9 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported WMT position in MITCHELL MCLEOD PUGH & WILLIAMS INC's portfolio?

The largest reported portfolio weight for WMT was 1.01% in 2024 Q3.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when MITCHELL MCLEOD PUGH & WILLIAMS INC reported 52,263 shares, equal to 0.98% of portfolio, with an estimated market value of $6.9M.

What does the chart on this WMT ownership page compare?

The chart compares MITCHELL MCLEOD PUGH & WILLIAMS INC's quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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