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CAPTRUST FINANCIAL ADVISORS: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of CAPTRUST FINANCIAL ADVISORS on WMT, newest first. How the timeline and the estimate are built.

CAPTRUST FINANCIAL ADVISORS held 1,464,970 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-13.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 1,464,970 shares
    Change vs previous 13F +229,093 shares

    0.25% of the 13F portfolio, value $165,922,456.

    13F-HR 0001062993-26-004295 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,235,877 shares
    Change vs previous 13F +65,276 shares

    0.27% of the 13F portfolio, value $153,593,831.

    13F-HR 0001062993-26-002655 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,170,601 shares
    Change vs previous 13F +23,131 shares

    0.25% of the 13F portfolio, value $130,416,672.

    13F-HR 0001062993-26-000955 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,147,470 shares
    Change vs previous 13F +31,792 shares

    0.24% of the 13F portfolio, value $118,258,302.

    13F-HR 0001062993-25-016947 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,115,678 shares
    Change vs previous 13F +2,958 shares

    0.24% of the 13F portfolio, value $109,091,002.

    13F-HR 0001062993-25-014473 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,112,720 shares
    Change vs previous 13F +48,532 shares

    0.25% of the 13F portfolio, value $97,685,708.

    13F-HR 0001062993-25-009406 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,064,188 shares
    Change vs previous 13F +37,136 shares

    0.27% of the 13F portfolio, value $96,149,427.

    13F-HR 0001062993-25-002458 filed by CAPTRUST FINANCIAL ADVISORS
    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 1,027,052 shares
    Change vs previous 13F not available

    0.25% of the 13F portfolio, value $82,934,457.

    13F-HR 0001062993-24-019125 filed by CAPTRUST FINANCIAL ADVISORS
    Filed (acceptance time not in the bulk data set), ingested

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