월마트 주식회사
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionAries Wealth Management
Latest Disclosed Ownership54,359 shares
Latest Disclosed Value $ 6,755,737
Aries Wealth Management reports 0.22% decrease in ownership of WMT / Walmart Inc.

On May 14, 2026 - Aries Wealth Management filed a 13F-HR form disclosing ownership of 54,359 shares of Walmart Inc. (MX:WMT) valued at $6,755,737 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 54,480 shares of Walmart Inc.. This represents a change in shares of -0.22% during the quarter.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-14 2026-03-31 13F WALMART COM 931142103 54,359 -121 -0.22 6,756 11.30 1.4854
2026-01-30 2025-12-31 13F WALMART COM 931142103 54,480 789 1.47 6,070 9.69 1.3439
2025-11-10 2025-09-30 13F WALMART COM 931142103 53,691 70 0.13 5,533 5.53 1.3093
2025-07-28 2025-06-30 13F WALMART COM 931142103 53,621 -1,834 -3.31 5,243 7.70 1.3701
2025-04-17 2025-03-31 13F WALMART COM 931142103 55,455 -312 -0.56 4,868 -3.37 1.3219
2025-01-30 2024-12-31 13F WALMART COM 931142103 55,767 -737 -1.30 5,039 10.43 1.3872
2024-10-31 2024-09-30 13F WALMART COM 931142103 56,504 -3,338 -5.58 4,563 12.61 1.2542
2024-07-25 2024-06-30 13F WALMART COM 931142103 59,842 -13 -0.02 4,052 12.50 1.2767
2024-05-03 2024-03-31 13F WALMART COM 931142103 59,855 39,583 195.26 3,601 12.71 1.1607
2024-01-10 2023-12-31 13F WALMART COM 931142103 20,272 -453 -2.19 3,196 -4.37 1.1397
2023-10-19 2023-09-30 13F WALMART COM 931142103 20,725 560 2.78 3,341 5.43 1.3078
2023-07-14 2023-06-30 13F WALMART COM 931142103 20,165 21 0.10 3,170 6.70 1.2290
2023-04-11 2023-03-31 13F WALMART COM 931142103 20,144 -133 -0.66 2,970 3.30 1.2180
2023-01-19 2022-12-31 13F WALMART COM 931142103 20,277 345 1.73 2,875 1.34 1.2393
2022-11-02 2022-09-30 13F WALMART COM 931142103 19,932 195 0.99 2,837 18.21 1.2556
2022-07-27 2022-06-30 13F WALMART COM 931142103 19,737 19,737 2,400 1.0897
2022-04-23 2022-03-31 13F WALMART COM 931142103 0 -19,536 -100.00 0 -100.00
2022-06-06 2021-12-31 13F/A-1 WALMART COM 931142103 19,536 925 4.97 2,827 8.98 1.0773
2022-01-18 2021-12-31 13F WALMART COM 931142103 136,752 118,141 19,787 1.0829
2021-10-13 2021-09-30 13F WALMART COM 931142103 18,611 868 4.89 2,594 3.68 1.0973
2021-07-14 2021-06-30 13F WALMART COM 931142103 17,743 204 1.16 2,502 2.37 1.0702
2021-04-20 2021-03-31 13F WALMART COM 931142103 17,539 202 1.17 2,444 -3.86 1.0978
2021-01-22 2020-12-31 13F WALMART COM 931142103 17,337 0 0.00 2,542 4.78 1.2700
2020-10-14 2020-09-30 13F WALMART COM 931142103 17,337 -132 -0.76 2,426 15.97 1.3769
2020-07-09 2020-06-30 13F WALMART COM 931142103 17,469 212 1.23 2,092 2.15 1.2770
2020-04-09 2020-03-31 13F WALMART COM 931142103 17,257 245 1.44 2,048 2.35 1.5614
2020-01-13 2019-12-31 13F WALMART COM 931142103 17,012 0 0.00 2,001 -2.20 1.2215
2019-10-22 2019-09-30 13F WALMART COM 931142103 17,012 -90 -0.53 2,046 6.84 1.3608
2019-07-15 2019-06-30 13F WALMART COM 931142103 17,102 -82 -0.48 1,915 14.26 1.3387
2019-04-09 2019-03-31 13F WALMART COM 931142103 17,184 8,515 98.22 1,676 107.43 1.2531
2019-01-15 2018-12-31 13F WALMART COM 931142103 8,669 160 1.88 808 1.13 0.8568
2018-11-14 2018-09-30 13F WALMART COM 931142103 8,509 0 0.00 799 5.27 0.7175
2018-08-07 2018-06-30 13F WALMART COM 931142103 8,509 0 0.00 759 3.13 0.7017
2018-04-17 2018-03-31 13F WALMART COM 931142103 8,509 500 6.24 736 -12.17 0.7131
2018-02-05 2017-12-31 13F WAL-MART STORES COM 931142103 8,009 8,009 838 0.7717
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.