Position in WMT
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$598,386,217
-$42,256,800 QoQ
Shares Held
5,283,297
+2.5% QoQ
Ownership
0.066%
of shares outstanding
% of Portfolio
3.05%
of 13F equity value
Holder Rank
#62
of 4,382 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 55%
Shared 0%
None 45%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026Capital Wealth Planning, LLC holds $615,753,217 across 2 Discount Stores names. WMT ranks #1 (97.2% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | WMT |
Walmart Inc.
This page
|
5,283,297 | $598,386,217 | |
| 2 | COST |
Costco Wholesale Corp /New
|
18,565 | $17,367,000 |
All Filings in WMT
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26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $598,386,217 | 5,283,297 | Shares | Sole | 2026-08-14 | |
| 2026-03-31 | $640,643,017 | 5,154,836 | Shares | Sole | 2026-05-15 | |
| 2025-12-31 | $444,841,747 | 3,992,835 | Shares | Sole | 2026-02-11 | |
| 2025-09-30 | $1,780,258 | 17,274 | Shares | Sole | 2025-11-13 | |
| 2025-06-30 | $2,187,143 | 22,368 | Shares | Sole | 2025-08-07 | |
| 2025-03-31 | $3,794,020 | 43,217 | Shares | Sole | 2025-05-12 | |
| 2024-12-31 | $5,645,339 | 62,483 | Shares | Sole | 2025-02-05 | |
| 2024-09-30 | $360,457,098 | 4,463,865 | Shares | Other | 2024-11-12 | |
| 2024-06-30 | $311,107,746 | 4,594,709 | Shares | Sole | 2024-08-09 | |
| 2024-03-31 | $485,814,926 | 8,074,039 | Shares | Sole | 2024-05-07 | |
| 2023-12-31 | $433,548,062 | 2,750,067 | Shares | Sole | 2024-02-08 | |
| 2023-09-30 | $338,602,196 | 2,117,190 | Shares | Sole | 2023-11-06 | |
| 2023-06-30 | $251,219,690 | 1,598,294 | Shares | Sole | 2023-08-04 | |
| 2023-03-31 | $1,015,488 | 6,887 | Shares | Sole | 2023-05-04 | |
| 2022-12-31 | $1,567,629 | 11,056 | Shares | Sole | 2023-02-03 | |
| 2022-09-30 | $1,547,449 | 11,931 | Shares | Sole | 2022-11-09 | |
| 2022-06-30 | $1,526,438 | 12,555 | Shares | Sole | 2022-08-08 | |
| 2022-03-31 | $2,551,297 | 17,132 | Shares | Sole | 2022-05-11 | |
| 2021-12-31 | $139,582,152 | 964,698 | Shares | Other | 2022-02-04 | |
| 2021-09-30 | $121,279,416 | 870,135 | Shares | Sole | 2021-11-03 | |
| 2021-06-30 | $114,328,943 | 810,728 | Shares | Sole | 2021-08-03 | |
| 2021-03-31 | $98,042,573 | 721,803 | Shares | Sole | 2021-04-19 | |
| 2020-12-31 | $125,035,997 | 867,402 | Shares | Sole | 2021-01-25 | |
| 2020-09-30 | $103,568,311 | 740,249 | Shares | Other | 2020-11-10 | |
| 2020-06-30 | $82,395,652 | 687,891 | Shares | Other | 2020-08-14 | |
| 2020-03-31 | $60,240,589 | 530,194 | Shares | Sole | 2020-04-30 | |
| No filing history on record for this holder in this stock. | ||||||