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Disclosery

CapWealth Advisors, LLC: WMT position timeline

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

CapWealth Advisors, LLC held 8,549 WMT shares at 2026-09-30 per its 13F-HR filed 2026-10-05.

the latest 13F is the newest step

  1. period ended2026-09-30
    13F 8,549 shares
    Change vs previous 13F +725 shares

    0.07% of the 13F portfolio, value $888,376.

    13F-HR 0001531809-26-000007 filed by CapWealth Advisors, LLC
    Accepted , ingested

  2. period ended2026-06-30
    13F 7,824 shares
    Change vs previous 13F -73 shares

    0.06% of the 13F portfolio, value $886,120.

    13F-HR 0001531809-26-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  3. period ended2026-03-31
    13F 7,897 shares
    Change vs previous 13F -1,057 shares

    0.07% of the 13F portfolio, value $981,400.

    13F-HR 0001531809-26-000004 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  4. period ended2025-12-31
    13F/A 8,954 shares
    Change vs previous 13F -60 shares

    0.07% of the 13F portfolio, value $997,525.

    13F-HR/A 0001531809-26-000003 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  5. period ended2025-09-30
    13F/A 9,014 shares
    Change vs previous 13F +1,464 shares

    0.06% of the 13F portfolio, value $928,946.

    13F-HR/A 0001531809-26-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  6. period ended2025-06-30
    13F 7,550 shares
    Change vs previous 13F -71 shares

    0.07% of the 13F portfolio, value $738,199.

    13F-HR 0001531809-25-000005 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  7. period ended2025-03-31
    13F 7,621 shares
    Change vs previous 13F -126 shares

    0.07% of the 13F portfolio, value $669,090.

    13F-HR 0001531809-25-000002 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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

  8. period ended2024-12-31
    13F 7,747 shares
    Change vs previous 13F not available

    0.08% of the 13F portfolio, value $699,981.

    13F-HR 0001531809-25-000001 filed by CapWealth Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

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