Capital Planning Advisors, LLC

SEC CIK: 0001631941
Latest filing: May 14, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Capital Planning Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q1 2026 holdings

Shares (Q1 2026): 59,664
Value: $7.42M
% of portfolio: 1.1%
Quarters held: 21; Since Q1 2021

Holdings of WMT by Capital Planning Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q1 2026	59,664	$7.42M	1.1%	−1,513−2.5%	Reduced	Holders
Q4 2025	61,177	$6.82M	0.9%	−3,003−4.7%	Reduced	Holders
Q3 2025	64,180	$6.61M	0.9%	−3,445−5.1%	Reduced	Holders
Q2 2025	67,625	$6.61M	1.0%	+943+1.4%	Added	Holders
Q1 2025	66,682	$5.85M	0.9%	−3,021−4.3%	Reduced	Holders
Q4 2024	69,703	$6.30M	1.0%	+4,768+7.3%	Added	Holders
Q3 2024	64,935	$5.24M	0.8%	+4,853+8.1%	Added	Holders
Q2 2024	60,082	$4.07M	0.7%	+12,983+27.6%	Added	Holders
Q1 2024	47,099	$2.83M	0.5%	+6,740+16.7%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	13,453	$2.12M	0.4%	+4,569+51.4%	Added	Holders
Q3 2023	8,884	$1.42M	0.3%	+3,806+75.0%	Added	Holders
Q2 2023	5,078	$798.2K	0.2%	−22−0.4%	Reduced	Holders
Q1 2023	5,100	$752.0K	0.2%	+181+3.7%	Added	Holders
Q4 2022	4,919	$697.5K	0.2%	+175+3.7%	Added	Holders
Q3 2022	4,744	$615.0K	0.2%	+430+10.0%	Added	Holders
Q2 2022	4,314	$524.0K	0.1%	−290−6.3%	Reduced	Holders
Q1 2022	4,604	$686.0K	0.1%	+341+8.0%	Added	Holders
Q4 2021	4,263	$617.0K	0.1%	+178+4.4%	Added	Holders
Q3 2021	4,085	$569.0K	0.1%	−15−0.4%	Reduced	Holders
Q2 2021	4,100	$578.0K	0.1%	+10.0%	Added	Holders
Q1 2021	4,099	$557.0K	0.1%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.