Capital Wealth Planning, LLC

Position in WMT — Walmart Inc.

CIK 1566728 NAPLES, FL

Position in WMT

as of Mar 31, 2026 · filed May 15, 2026 Compact

Position Value

$640,643,017

+$195,801,270 QoQ

Shares Held

5,154,836

+29.1% QoQ

Ownership

0.065%

of shares outstanding

% of Portfolio

3.68%

of 13F equity value

Holder Rank

—

not a current holder

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 54.50553616060725.ToString("F0")% Shared 0.ToString("F0")% None 45.49446383939276.ToString("F0")%

Consumer Defensive · as of Mar 31, 2026

Capital Wealth Planning, LLC holds $656,627,746 across 2 Discount Stores names. WMT ranks #1 (97.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)	Open
1	WMT	Walmart Inc. This page	5,154,836	$640,643,017
2	COST	Costco Wholesale Corp /New	16,042	$15,984,729

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$640,643,017	5,154,836	+29.1%	Shares	Sole	2026-05-15
2025-12-31	$444,841,747	3,992,835	+23014.7%	Shares	Sole	2026-02-11
2025-09-30	$1,780,258	17,274	-22.8%	Shares	Sole	2025-11-13
2025-06-30	$2,187,143	22,368	-48.2%	Shares	Sole	2025-08-07
2025-03-31	$3,794,020	43,217	-30.8%	Shares	Sole	2025-05-12
2024-12-31	$5,645,339	62,483	-98.6%	Shares	Sole	2025-02-05
2024-09-30	$360,457,098	4,463,865	-2.8%	Shares	Other	2024-11-12
2024-06-30	$311,107,746	4,594,709	-43.1%	Shares	Sole	2024-08-09
2024-03-31	$485,814,926	8,074,039	+193.6%	Shares	Sole	2024-05-07
2023-12-31	$144,516,020	2,750,067	+29.9%	Shares	Sole	2024-02-08
2023-09-30	$112,867,398	2,117,190	+32.5%	Shares	Sole	2023-11-06
2023-06-30	$83,739,896	1,598,294	+23107.4%	Shares	Sole	2023-08-04
2023-03-31	$338,496	6,887	-37.7%	Shares	Sole	2023-05-04
2022-12-31	$522,543	11,056	-7.3%	Shares	Sole	2023-02-03
2022-09-30	$515,816	11,931	-5.0%	Shares	Sole	2022-11-09
2022-06-30	$508,812	12,555	-26.7%	Shares	Sole	2022-08-08
2022-03-31	$850,432	17,132	-98.2%	Shares	Sole	2022-05-11
2021-12-31	$46,527,383	964,698	+10.9%	Shares	Other	2022-02-04
2021-09-30	$40,426,471	870,135	+7.3%	Shares	Sole	2021-11-03
2021-06-30	$38,109,647	810,728	+12.3%	Shares	Sole	2021-08-03
2021-03-31	$32,680,857	721,803	-16.8%	Shares	Sole	2021-04-19
2020-12-31	$41,678,665	867,402	+17.2%	Shares	Sole	2021-01-25
2020-09-30	$34,522,770	740,249	+7.6%	Shares	Other	2020-11-10
2020-06-30	$27,465,217	687,891	+29.7%	Shares	Other	2020-08-14
2020-03-31	$20,080,196	530,194	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.