How many shares of WMT does CAPTRUST FINANCIAL ADVISORS own?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS holds 1.5M shares of WMT (WALMART INC).

What is CAPTRUST FINANCIAL ADVISORS's WMT position worth?

As of 2026-Q2, CAPTRUST FINANCIAL ADVISORS's WMT position is worth $165.9M.

Is CAPTRUST FINANCIAL ADVISORS buying or selling WMT?

In 2026-Q2, CAPTRUST FINANCIAL ADVISORS increased their WMT position (+18.5% change in shares).

When did CAPTRUST FINANCIAL ADVISORS first buy WMT?

Based on available 13F filings, CAPTRUST FINANCIAL ADVISORS first reported a position in WMT in 2018-Q4. They have held the position across 31 quarters.

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CAPTRUST FINANCIAL ADVISORS

WMT
31 quarters

Position history for CAPTRUST FINANCIAL ADVISORS's holdings in WALMART INC

Current Value

$165.9M

Current Shares

1.5M

Total Value Change

+$161.8M

Total Shares Change

+1.4M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+18.5%	$165.9M	0.3%	$113.26	43
2026-Q1	Increased	1.2M	+5.6%	$153.6M	0.3%	$127.91	38
2025-Q4	Increased	1.2M	+2.0%	$130.4M	0.2%	$111.92	37
2025-Q3	Increased	1.1M	+2.9%	$118.3M	0.2%	$102.87	37
2025-Q2	Increased	1.1M	+0.3%	$109.1M	0.2%	$96.85	36
2025-Q1	Increased	1.1M	+4.6%	$97.7M	0.2%	$84.57	37
2024-Q4	Increased	1.1M	+3.6%	$96.1M	0.3%	$89.71	37
2024-Q3	Increased	1M	+4.0%	$82.9M	0.2%	$78.85	37
2024-Q2	Increased	987,957	+2.0%	$66.9M	0.2%	$66.73	36
2024-Q1	Increased	968,579	+156.9%	$58.3M	0.2%	$59.09	57
2023-Q4	Decreased	376,968	-0.9%	$59.4M	0.2%	$51.44	0
2023-Q3	Increased	380,326	+0.9%	$60.8M	0.2%	$51.99	35
2023-Q2	Decreased	376,822	-2.7%	$59.2M	0.2%	$49.97	0
2023-Q1	Increased	387,266	+5.7%	$57.1M	0.3%	$47.00	37
2022-Q4	Decreased	366,368	-2.7%	$51.9M	0.3%	$45.57	0
2022-Q3	Decreased	376,547	-46.1%	$48.8M	0.3%	$42.34	0
2022-Q2	Increased	698,877	+12.8%	$85M	0.5%	$38.86	47
2022-Q1	Increased	619,710	+3.3%	$92.3M	0.6%	$47.60	43
2021-Q4	Increased	600,214	+7.1%	$87.2M	0.6%	$45.30	45
2021-Q3	Increased	560,494	+7.1%	$78.1M	0.6%	$44.26	45
2021-Q2	Increased	523,198	+9.0%	$73.8M	0.7%	$43.11	46
2021-Q1	Increased	479,833	+15.5%	$65.2M	0.7%	$42.45	48
2020-Q4	Increased	415,433	+19.8%	$60.1M	0.8%	$44.90	49
2020-Q3	Decreased	346,817	-7.2%	$49.6M	0.8%	$42.55	0
2020-Q2	Increased	373,557	+6.2%	$44.7M	0.7%	$36.79	44
2020-Q1	Increased	351,718	+2.6%	$40.3M	0.9%	$35.44	42
2019-Q4	Increased	342,933	+521.5%	$40.8M	0.6%	$36.57	66
2019-Q3	Increased	55,175	+1.8%	$6.5M	0.2%	$36.12	33
2019-Q2	Increased	54,219	+14.3%	$6M	0.2%	$33.53	37
2019-Q1	Increased	47,431	+7.5%	$4.7M	0.2%	$29.44	35
2018-Q4	New	44,112	-	$4.1M	0.2%	$27.66	44

Other major holders of WMT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

WMT31 quarters

WMT
31 quarters