Capital & Planning, LLC
- SEC CIK
- 0002053750
- Latest filing
- Sep 2, 2026
WMT holding history
Walmart Inc. in every 13F filed by Capital & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WMT overviewAll 13F holders of WMTFull Q2 2026 holdings
- Shares (Q2 2026)
- 12,260
- Value
- $1.39M
- % of portfolio
- 0.7%
- Quarters held
- 6
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 12,260 | $1.39M | 0.7% | −142−1.1% | Reduced | Holders |
| Q1 2026 | 12,402 | $1.54M | 0.9% | +12,402 | New | Holders |
| Q4 2025 | 0 | $0 | 0.0% | −12,503−100.0% | Sold out | Holders |
| Q3 2025 | 12,503 | $1.29M | 0.8% | −400−3.1% | Reduced | Holders |
| Q2 2025 | 12,903 | $1.26M | 0.9% | −683−5.0% | Reduced | Holders |
| Q1 2025 | 13,586 | $1.19M | 0.9% | −137−1.0% | Reduced | Holders |
| Q4 2024 | 13,723 | $1.24M | 0.9% | – | No prior filing | Holders |