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Private Capital’s WMT Holdings & Trades

First Buy
Q4 2022
Duration Held
13 Quarters
Largest Add
Q4 2022
+5,991 Shares
Current Position
8,457 Shares
$942,189 Value

Private Capital's WMT Position Overview

Private Capital (via Private Capital Management, LLC) currently holds 8,457 shares of Walmart Inc. (WMT) worth $942,189, representing 0.09% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 quarters.

Based on 13F filings, Private Capital has maintained a strategic position in WMT, demonstrating sustained confidence in this investment. Largest addition occurred in Q4 2025, adding 2,700 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

Report Date Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q4 2025 +2,700 Add 46.90% 8,457 $111.41
Q3 2025 +1 Add 0.02% 5,757 $103.06
Q2 2025 -16 Reduce 0.28% 5,756 $97.78
Q1 2025 +185 Add 3.31% 5,772 $87.79
Q4 2024 +75 Add 1.36% 5,587 $90.35
Q3 2024 -888 Reduce 13.88% 5,512 $80.75
Q2 2024 -333 Reduce 4.95% 6,400 $67.71
Q1 2024 +1 Add 0.01% 6,733 $60.17
Q4 2023 +525 Add 8.46% 6,732 $52.55
Q3 2023 -39 Reduce 0.62% 6,207 $53.31
Q2 2023 +672 Add 12.06% 6,246 $52.39
Q1 2023 -417 Reduce 6.96% 5,574 $49.14
Q4 2022 +5,991 New Buy 5,991 $47.26

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 13 quarters since Q4 2022.

Private Capital's largest addition to Walmart Inc. (WMT) was in Q4 2022, adding 5,991 shares worth $283,105.

According to the latest 13F filing for Q4 2025, Private Capital's firm, Private Capital Management, LLC, owns 8,457 shares of Walmart Inc. (WMT), valued at approximately $942,189.

As of the Q4 2025 filing, Walmart Inc. (WMT) represents approximately 0.09% of Private Capital's publicly disclosed stock portfolio, making it one of their key holdings.

Private Capital's peak holding in Walmart Inc. (WMT) was 8,457 shares, as reported at the end of Q4 2025.