SEC 13F Intelligence

Capital Wealth Planning, LLC / WMT

Capital Wealth Planning, LLC’s Walmart Inc Position

Does Capital Wealth Planning, LLC own Walmart Inc (WMT)? Yes — 5.15M shares worth $641M (+3.53% of its 13F portfolio) as of Q1 2026, up from 3.99M shares the prior filed quarter.

Position Value
$641M
Q1 2026
Shares
5.15M
% of Portfolio
+3.53%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $6MQ4 ’18Q1 ’19: $5MQ2 ’19: $64MQ3 ’19: $76MQ4 ’19: $80MQ4 ’19Q1 ’20: $60MQ2 ’20: $82MQ3 ’20: $104MQ4 ’20: $127MQ4 ’20Q1 ’21: $98MQ2 ’21: $114MQ3 ’21: $121MQ4 ’21: $140MQ4 ’21Q1 ’22: $3MQ2 ’22: $2MQ3 ’22: $2MQ4 ’22: $2MQ4 ’22Q1 ’23: $1MQ2 ’23: $251MQ3 ’23: $339MQ4 ’23: $434MQ4 ’23Q1 ’24: $486MQ2 ’24: $311MQ3 ’24: $360MQ4 ’24: $6MQ4 ’24Q1 ’25: $4MQ2 ’25: $2MQ3 ’25: $2MQ4 ’25: $447MQ4 ’25Q1 ’26: $641Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 20265.15M$641M+3.53%
Q4 20253.99M$447M+2.89%
Q3 202517.3K$2M+0.01%
Q2 202522.4K$2M+0.02%
Q1 202543.2K$4M+0.03%
Q4 202462.5K$6M+0.05%
Q3 20244.46M$360M+3.36%
Q2 20244.59M$311M+3.26%
Q1 20248.07M$486M+5.19%
Q4 20232.75M$434M+4.96%
Q3 20232.12M$339M+4.16%
Q2 20231.60M$251M+3.10%
Q1 20236.9K$1M+0.01%
Q4 202211.1K$2M+0.02%
Q3 202211.9K$2M+0.03%
Q2 202212.6K$2M+0.03%
Q1 202217.1K$3M+0.05%
Q4 2021964.7K$140M+3.09%
Q3 2021870.1K$121M+3.34%
Q2 2021810.7K$114M+3.21%
Q1 2021721.8K$98M+3.20%
Q4 2020867.4K$127M+4.89%
Q3 2020740.2K$104M+5.13%
Q2 2020687.9K$82M+4.70%
Q1 2020530.2K$60M+3.79%
Q4 2019675.0K$80M+4.74%
Q3 2019641.3K$76M+4.85%
Q2 2019580.6K$64M+4.65%
Q1 201958.1K$5M+3.54%
Q4 201859.8K$6M+3.70%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Capital Wealth Planning, LLC’s full portfolio or all institutional holders of WMT.