월마트 주식회사
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionClarus Wealth Advisors
Latest Disclosed Ownership3,600 shares
Latest Disclosed Value $ 440,964
Clarus Wealth Advisors reports 13.17% increase in ownership of WMT / Walmart Inc.

On April 8, 2026 - Clarus Wealth Advisors filed a 13F-HR form disclosing ownership of 3,600 shares of Walmart Inc. (MX:WMT) valued at $440,964 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 3,181 shares of Walmart Inc.. This represents a change in shares of 13.17% 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)
2026-04-08 2026-03-31 13F WALMART COM 931142103 3,600 419 13.17 441 15.18 0.1880
2026-01-14 2025-12-31 13F WALMART COM 931142103 3,181 347 12.24 383 32.18 0.1587
2025-10-06 2025-09-30 13F WALMART COM 931142103 2,834 34 1.21 289 6.64 0.1280
2025-07-09 2025-06-30 13F WALMART COM 931142103 2,800 -300 -9.68 272 -2.17 0.1257
2025-04-10 2025-03-31 13F WALMART COM 931142103 3,100 3,100 278 0.1485
2023-04-10 2023-03-31 13F WALMART COM 931142103 0 -1,901 -100.00 0 -100.00
2023-01-12 2022-12-31 13F WALMART COM 931142103 1,901 1,901 275 0.1806
2021-01-12 2020-12-31 13F WALMART COM 931142103 0 -1,568 -100.00 0 -100.00
2020-10-08 2020-09-30 13F WALMART COM 931142103 1,568 -511 -24.58 221 -16.29 0.1712
2020-07-09 2020-06-30 13F WALMART COM 931142103 2,079 -5,304 -71.84 264 -70.07 0.2224
2020-04-08 2020-03-31 13F WALMART COM 931142103 7,383 -396 -5.09 882 -3.40 0.8814
2020-01-10 2019-12-31 13F/A-1 WALMART COM 931142103 7,779 785 11.22 913 10.00 0.6032
2020-01-10 2019-12-31 13F WALMART COM 931142103 6,994 0 830 606,645.3244
2019-10-11 2019-09-30 13F WALMART COM 931142103 6,994 3,036 76.71 830 89.93 0.6066
2019-07-24 2019-06-30 13F WALMART COM 931142103 3,958 659 19.98 437 35.71 0.3159
2019-04-04 2019-03-31 13F WALMART COM 931142103 3,299 529 19.10 322 24.81 0.2408
2019-02-05 2018-12-31 13F/A-3 WALMART COM 931142103 2,770 -17 -0.61 258 -1.53 0.4056
2019-01-08 2018-12-31 13F/A-1 WALMART COM 931142103 2,787 17 262 0.1711
2019-01-07 2018-12-31 13F WALMART COM 931142103 2,770 -17 258
2018-10-03 2018-09-30 13F WALMART COM 931142103 2,787 487 21.17 262 27.80 0.1710
2018-07-05 2018-06-30 13F WALMART COM 931142103 2,300 0 0.00 205 0.00 0.1550
2018-05-11 2018-03-31 13F WALMART COM 931142103 2,300 2,300 205 0.1892
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.