SEC 13F Intelligence

Capital Analysts, LLC / WMT

Capital Analysts, LLC’s Walmart Inc Position

Does Capital Analysts, LLC own Walmart Inc (WMT)? Yes — 232.6K shares worth $29M (+0.76% of its 13F portfolio) as of Q1 2026, down from 240.2K shares the prior filed quarter.

Position Value
$29M
Q1 2026
Shares
232.6K
% of Portfolio
+0.76%
Quarters Held
30
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $3MQ4 ’18Q1 ’19: $3MQ2 ’19: $3MQ3 ’19: $4MQ4 ’19: $4MQ4 ’19Q1 ’20: $3MQ2 ’20: $3MQ3 ’20: $4MQ4 ’20: $4MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ3 ’21: $4MQ4 ’21: $4MQ4 ’21Q1 ’22: $4MQ2 ’22: $3MQ3 ’22: $4MQ4 ’22: $4MQ4 ’22Q1 ’23: $4MQ2 ’23: $4MQ3 ’23: $5MQ4 ’23: $5MQ4 ’23Q1 ’24: $15MQ2 ’24: $17MQ3 ’24: $20MQ4 ’24: $21MQ4 ’24Q1 ’25: $21MQ2 ’25: $23MQ3 ’25: $25MQ4 ’25: $27MQ4 ’25Q1 ’26: $29Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 2026232.6K$29M+0.76%
Q4 2025240.2K$27M+0.74%
Q3 2025238.3K$25M+0.72%
Q2 2025235.1K$23M+0.77%
Q1 2025239.7K$21M+0.78%
Q4 2024237.5K$21M+0.86%
Q3 2024248.3K$20M+0.82%
Q2 2024251.5K$17M+0.75%
Q1 2024247.6K$15M+0.70%
Q4 202329.0K$5M+0.23%
Q3 202328.3K$5M+0.25%
Q2 202328.5K$4M+0.25%
Q1 202329.2K$4M+0.25%
Q4 202228.8K$4M+0.25%
Q3 202228.3K$4M+0.25%
Q2 202227.3K$3M+0.23%
Q1 202226.6K$4M+0.25%
Q4 202126.4K$4M+0.23%
Q3 202126.8K$4M+0.24%
Q2 202126.9K$4M+0.25%
Q1 202127.3K$4M+0.26%
Q4 202026.0K$4M+0.33%
Q3 202026.9K$4M+0.36%
Q2 202028.5K$3M+0.36%
Q1 202029.0K$3M+0.40%
Q4 201930.2K$4M+0.35%
Q3 201930.6K$4M+0.38%
Q2 201931.6K$3M+0.38%
Q1 201932.0K$3M+0.36%
Q4 201831.8K$3M+0.39%

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