Skip to content
Disclosery

Capital Wealth Planning, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Capital Wealth Planning, LLC on WMT, newest first. How the timeline and the estimate are built.

Capital Wealth Planning, LLC held 5,283,297 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-14.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 5,283,297 shares
    Change vs previous 13F +128,461 shares

    2.99% of the 13F portfolio, value $598,386,206.

    13F-HR 0002085853-26-001006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 5,154,836 shares
    Change vs previous 13F +1,162,001 shares

    3.53% of the 13F portfolio, value $640,643,025.

    13F-HR 0002085853-26-000600 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 3,992,835 shares
    Change vs previous 13F +3,975,561 shares

    2.89% of the 13F portfolio, value $447,034,394.

    13F-HR 0002085853-26-000251 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 17,274 shares
    Change vs previous 13F -5,094 shares

    0.01% of the 13F portfolio, value $1,780,253.

    13F-HR 0002085853-25-000273 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 22,368 shares
    Change vs previous 13F -20,849 shares

    0.02% of the 13F portfolio, value $2,187,115.

    13F-HR 0001566728-25-000006 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 43,217 shares
    Change vs previous 13F -19,266 shares

    0.03% of the 13F portfolio, value $3,794,046.

    13F-HR 0001566728-25-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 62,483 shares
    Change vs previous 13F -4,401,382 shares

    0.05% of the 13F portfolio, value $5,645,337.

    13F-HR 0001566728-25-000001 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 4,463,865 shares
    Change vs previous 13F not available

    3.36% of the 13F portfolio, value $360,457,128.

    13F-HR 0001566728-24-000005 filed by Capital Wealth Planning, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).