Position in WMT
as of Jun 30, 2026
· filed Jul 28, 2026
Position Value
$886,146
-$95,293 QoQ
Shares Held
7,824
-0.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#2,779
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026CapWealth Advisors, LLC holds $9,171,603 across 2 Discount Stores names. WMT ranks #2 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | COST |
Costco Wholesale Corp /New
|
8,857 | $8,285,457 | |
| 2 | WMT |
Walmart Inc.
This page
|
7,824 | $886,146 |
All Filings in WMT
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $886,146 | 7,824 | Shares | Sole | 2026-07-28 | |
| 2026-03-31 | $981,439 | 7,897 | Shares | Sole | 2026-05-05 | |
| 2025-12-31 | $997,565 | 8,954 | Shares | Sole | 2026-02-06 | |
| 2025-09-30 | $928,982 | 9,014 | Shares | Sole | 2026-02-06 | |
| 2025-06-30 | $738,239 | 7,550 | Shares | Sole | 2025-07-29 | |
| 2025-03-31 | $669,047 | 7,621 | Shares | Sole | 2025-04-30 | |
| 2024-12-31 | $699,941 | 7,747 | Shares | Sole | 2025-01-30 | |
| 2024-09-30 | $837,619 | 10,373 | Shares | Sole | 2024-10-31 | |
| 2024-06-30 | $608,374 | 8,985 | Shares | Sole | 2024-08-05 | |
| 2024-03-31 | $531,060 | 8,826 | Shares | Sole | 2024-05-03 | |
| 2023-12-31 | $461,914 | 2,930 | Shares | Sole | 2024-01-31 | |
| 2023-09-30 | $451,962 | 2,826 | Shares | Sole | 2023-11-01 | |
| 2023-06-30 | $444,976 | 2,831 | Shares | Sole | 2023-08-07 | |
| 2023-03-31 | $424,508 | 2,879 | Shares | Sole | 2023-05-02 | |
| 2022-12-31 | $418,280 | 2,950 | Shares | Sole | 2023-02-01 | |
| 2022-09-30 | $356,026 | 2,745 | Shares | Sole | 2022-11-02 | |
| 2022-06-30 | $13,519,950 | 111,202 | Shares | Sole | 2022-08-05 | |
| 2022-03-31 | $16,086,636 | 108,022 | Shares | Sole | 2022-05-04 | |
| 2021-12-31 | $15,499,192 | 107,120 | Shares | Sole | 2022-02-10 | |
| 2021-09-30 | $14,497,750 | 104,016 | Shares | Sole | 2021-11-09 | |
| 2021-06-30 | $13,590,389 | 96,372 | Shares | Sole | 2021-08-10 | |
| 2021-03-31 | $11,338,281 | 83,474 | Shares | Sole | 2021-05-03 | |
| 2020-12-31 | $793,113 | 5,502 | Shares | Sole | 2021-02-17 | |
| 2020-09-30 | $741,943 | 5,303 | Shares | Sole | 2020-11-12 | |
| 2020-06-30 | $582,251 | 4,861 | Shares | Sole | 2020-08-12 | |
| 2020-03-31 | $510,835 | 4,496 | Shares | Sole | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||