WMT WAL MART STORES INC COM

Ownership history in SHAYNE & JACOBS, LLC  ·  61 quarters on record

AI Ownership Summary

SHAYNE & JACOBS, LLC reported WAL MART STORES INC COM (WMT) in 61 quarterly 13F filings from 2023 Q3 through 2025 Q4. Peak portfolio weight reached 1.41% in 2025 Q4. The latest visible filing shows WMT at 1.41% 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 SHAYNE & JACOBS, LLC's position in WAL MART STORES INC COM, 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 1.41% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
1.41% in 2025 Q4

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

Time in book
Holding Window
2023 Q3 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.

How SHAYNE & JACOBS, LLC held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 41,747 -455 -1.1% 1.41% $4.7M 2026-02-14 (Est.) $133.62
2025 Q3 REDUCED 42,202 -90 -0.2% 1.35% $4.3M 2025-11-05 $101.06
2025 Q2 REDUCED 42,292 -1,325 -3.0% 1.37% $4.1M 2025-07-24 $95.98
2025 Q1 REDUCED 43,617 -1,363 -3.0% 0.94% $3.8M 2025-05-02 $97.88
2024 Q4 REDUCED 44,980 -2,300 -4.9% 1.06% $4.1M 2025-02-05 $101.28
2024 Q3 REDUCED 47,280 -7,572 -13.8% 0.96% $3.8M 2024-10-23 $82.13
2024 Q2 REDUCED 54,852 -750 -1.3% 1.03% $3.7M 2024-07-19 $69.58
2024 Q1 ADDED 55,602 +36,779 +195.4% 0.91% $3.3M 2024-05-08 $59.10
2023 Q4 UNCHANGED 18,823 0% 0.92% $3.0M 2024-02-07 $55.15
2023 Q3 ADDED 18,823 +15,749 +512.3% 1.00% $3.0M 2023-11-08 $53.30
51 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About SHAYNE & JACOBS, LLC and WMT

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

How long has SHAYNE & JACOBS, LLC reported owning WMT?

SHAYNE & JACOBS, LLC reported WMT across 10 quarterly 13F filings, from 2023 Q3 through 2025 Q4.

What was the largest reported WMT position in SHAYNE & JACOBS, LLC's portfolio?

The largest reported portfolio weight for WMT was 1.41% in 2025 Q4.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2025 Q4, when SHAYNE & JACOBS, LLC reported 41,747 shares, equal to 1.41% of portfolio, with an estimated market value of $4.7M.

What does the chart on this WMT ownership page compare?

The chart compares SHAYNE & JACOBS, LLC'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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