CWP
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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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Capital Wealth Planning's WMT Position: Q2 2026 in Review

Capital Wealth Planning increased its Walmart Inc (WMT) stake by 2.5% in Q2 2026, buying an estimated $15.9M and bringing the position to 5,283,297 shares worth $598M. The position accounts for 2.99% of the portfolio, ranked #14.

Capital Wealth Planning first reported a position in WMT in Q3 2013 and has held it in 50 quarters since. The position peaked at $641M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Capital Wealth Planning held 5,283,297 shares of Walmart Inc worth $598M as of Q2 2026.
  • Capital Wealth Planning bought 128,461 Walmart Inc shares in Q2 2026, an estimated $15.9M.
  • Walmart Inc made up 2.99% of Capital Wealth Planning's portfolio in Q2 2026, its #14 holding.
  • Capital Wealth Planning first reported a position in Walmart Inc in Q3 2013 and has held it in 50 quarters since.
  • Capital Wealth Planning's Walmart Inc position peaked at $641M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Capital Wealth Planning's 13F filing for Q2 2026, filed 14 Aug 2026.