Private Capital's WMT Position Overview
Private Capital (via Private Capital Management, LLC) currently holds 5.8K shares of Walmart Inc. (WMT) worth $593,311, representing 0.05% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Private Capital has maintained a strategic position in WMT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 672 shares. Largest reduction occurred in Q3 2024, reducing 888 shares.
Analysis based on 13F filings available since 2013 Q2
Private Capital's Walmart (WMT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Walmart (WMT) Trades by Private Capital
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +5,991 | New Buy | 5,991 | $47.26 |
| Q1 2023 | -417 | Reduce 6.96% | 5,574 | $49.14 |
| Q2 2023 | +672 | Add 12.06% | 6,246 | $52.39 |
| Q3 2023 | -39 | Reduce 0.62% | 6,207 | $53.31 |
| Q4 2023 | +525 | Add 8.46% | 6,732 | $52.55 |
| Q1 2024 | +1 | Add 0.01% | 6,733 | $60.17 |
| Q2 2024 | -333 | Reduce 4.95% | 6,400 | $67.71 |
| Q3 2024 | -888 | Reduce 13.88% | 5,512 | $80.75 |
| Q4 2024 | +75 | Add 1.36% | 5,587 | $90.35 |
| Q1 2025 | +185 | Add 3.31% | 5,772 | $87.79 |
| Q2 2025 | -16 | Reduce 0.28% | 5,756 | $97.78 |
| Q3 2025 | +1 | Add 0.02% | 5,757 | $103.06 |
Private Capital's Walmart Investment FAQs
Private Capital first purchased Walmart Inc. (WMT) in Q4 2022, acquiring 5,991 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital has held Walmart Inc. (WMT) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital's largest addition to Walmart Inc. (WMT) was in Q4 2022, adding 5,991 shares worth $283,105. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Private Capital's firm, Private Capital Management, LLC, owns 5,757 shares of Walmart Inc. (WMT), valued at approximately $593,311. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Walmart Inc. (WMT) represents approximately 0.05% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Private Capital's peak holding in Walmart Inc. (WMT) was 6,733 shares, as reported at the end of Q1 2024. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.