Capital Square, LLC

Position in WMT — Walmart Inc.

CIK 1798736 ATHENS, TN

Position in WMT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$1,281,763

+$264,905 QoQ

Shares Held

11,317

+38.3% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.09%

of 13F equity value

Holder Rank

#2,414

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

Capital Square, LLC holds $2,356,466 across 3 Discount Stores names. WMT ranks #1 (54.4% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	11,317	$1,281,763
2	COST	Costco Wholesale Corp /New	902	$843,793
3	DG	Dollar General Corp	2,006	$230,910

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,281,763	11,317	+38.3%	Shares	Sole	2026-08-13
2026-03-31	$1,016,858	8,182	+3.8%	Shares	Sole	2026-05-11
2025-12-31	$878,467	7,885	-9.3%	Shares	Sole	2026-02-13
2025-09-30	$896,003	8,694	+11.2%	Shares	Sole	2025-11-21
2025-06-30	$764,444	7,818	-13.5%	Shares	Sole	2025-08-11
2025-03-31	$793,270	9,036	-3.1%	Shares	Sole	2025-05-14
2024-12-31	$842,152	9,321	+23.9%	Shares	Sole	2025-02-13
2024-09-30	$607,724	7,526	-3.5%	Shares	Sole	2024-11-13
2024-06-30	$528,002	7,798	-2.3%	Shares	Sole	2024-08-01
2024-03-31	$480,036	7,978	+227.1%	Shares	Sole	2024-05-07
2023-12-31	$384,508	2,439	+0.4%	Shares	Sole	2024-01-26
2023-09-30	$388,469	2,429	+0.0%	Shares	Sole	2023-11-13
2023-06-30	$381,632	2,428	+0.1%	Shares	Sole	2023-08-08
2023-03-31	$357,713	2,426	+4.6%	Shares	Sole	2023-04-24
2022-12-31	$328,952	2,320	0.0%	Shares	Sole	2023-02-10
2022-09-30	$300,903	2,320	+0.0%	Shares	Sole	2022-11-14
2022-06-30	$281,944	2,319	-3.3%	Shares	Sole	2022-08-04
2022-03-31	$356,961	2,397	+1.5%	Shares	Sole	2022-05-09
2021-12-31	$341,757	2,362	+0.2%	Shares	Sole	2022-01-18
2021-09-30	$328,518	2,357	-2.7%	Shares	Sole	2021-11-02
2021-06-30	$341,550	2,422	-15.1%	Shares	Sole	2021-08-04
2021-03-31	$387,387	2,852	-18.9%	Shares	Sole	2021-05-07
2020-12-31	$506,975	3,517	+0.2%	Shares	Sole	2021-02-12
2020-09-30	$490,944	3,509	+0.0%	Shares	Sole	2020-11-12
2020-06-30	$420,188	3,508	-1.3%	Shares	Sole	2020-07-27
2020-03-31	$404,032	3,556	—	Shares	Sole	2020-04-30
No filing history on record for this holder in this stock.