CWP
WMT icon

Capital Wealth Planning’s Walmart Inc WMT Stock Holding History

Capital Wealth Planning’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-482,400
Closed -$18K – 201
2017
Q2 		$18K Buy
+482,400
New +$12.2M ﹤0.01% 107

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Wealth Planning's WMT Position: Q1 2026 in Review

Capital Wealth Planning increased its Walmart Inc (WMT) stake by 29% in Q1 2026, buying an estimated $143M and bringing the position to 5,154,836 shares worth $641M. The position accounts for 3.53% of the portfolio, ranked #16.

Capital Wealth Planning first reported a position in WMT in Q3 2013 and has held it in 49 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Capital Wealth Planning held 5,154,836 shares of Walmart Inc worth $641M as of Q1 2026.
  • Capital Wealth Planning bought 1,162,001 Walmart Inc shares in Q1 2026, an estimated $143M.
  • Walmart Inc made up 3.53% of Capital Wealth Planning's portfolio in Q1 2026, its #16 holding.
  • Capital Wealth Planning first reported a position in Walmart Inc in Q3 2013 and has held it in 49 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Capital Wealth Planning's 13F filing for Q1 2026, filed 15 May 2026.