월마트 주식회사
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionLynch & Associates/in
Latest Disclosed Ownership177,528 shares
Latest Disclosed Value $ 22,063,198
Lynch & Associates/in reports 1.94% decrease in ownership of WMT / Walmart Inc.

On April 8, 2026 - Lynch & Associates/in filed a 13F-HR form disclosing ownership of 177,528 shares of Walmart Inc. (MX:WMT) valued at $22,063,198 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 7, 2026 disclosing 181,038 shares of Walmart Inc.. This represents a change in shares of -1.94% 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 WAL-MART STORES COM 931142103 177,528 -3,510 -1.94 22,063 9.39 4.1427
2026-01-07 2025-12-31 13F WAL-MART STORES COM 931142103 181,038 -8,498 -4.48 20,169 3.26 3.8134
2025-10-07 2025-09-30 13F WAL-MART STORES COM 931142103 189,536 -6,307 -3.22 19,534 2.01 3.7720
2025-07-15 2025-06-30 13F WAL-MART STORES COM 931142103 195,843 -6,682 -3.30 19,150 7.71 3.8580
2025-04-17 2025-03-31 13F WAL-MART STORES COM 931142103 202,525 -4,886 -2.36 17,780 -5.12 3.8455
2025-01-10 2024-12-31 13F WAL-MART STORES COM 931142103 207,411 -3,850 -1.82 18,740 9.85 4.0660
2024-10-15 2024-09-30 13F WAL-MART STORES COM 931142103 211,261 -2,828 -1.32 17,059 17.69 3.6067
2024-08-06 2024-06-30 13F WAL-MART STORES COM 931142103 214,089 3,839 1.83 14,496 14.58 3.2661
2024-04-09 2024-03-31 13F WAL-MART STORES COM 931142103 210,250 136,457 184.92 12,651 8.74 2.9217
2024-01-08 2023-12-31 13F WAL-MART STORES COM 931142103 73,793 -390 -0.53 11,634 -1.95 2.8274
2023-10-24 2023-09-30 13F/A-1 WAL-MART STORES COM 931142103 74,183 -956 -1.27 11,864 0.46 3.1299
2023-10-24 2023-09-30 13F WAL-MART STORES COM 931142103 74,183 -956 12 3.1299
2023-10-24 2023-06-30 13F/A-1 WAL-MART STORES COM 931142103 75,139 961 1.30 11,810 7.98 3.0221
2023-07-13 2023-06-30 13F WAL-MART STORES COM 931142103 75,139 961 12 3.0221
2023-10-24 2023-03-31 13F/A-1 WAL-MART STORES COM 931142103 74,178 -1,414 -1.87 10,938 2.04 2.8691
2023-04-04 2023-03-31 13F WAL-MART STORES COM 931142103 74,178 -1,414 11 2.8692
2023-10-24 2022-12-31 13F/A-1 WAL-MART STORES COM 931142103 75,592 -755 -0.99 10,718 8.24 2.8018
2023-01-05 2022-12-31 13F WAL-MART STORES COM 931142103 75,592 -755 11 2.8018
2022-10-03 2022-09-30 13F WAL-MART STORES COM 931142103 76,347 -1,817 -2.32 9,902 4.20 2.8969
2022-07-06 2022-06-30 13F WAL-MART STORES COM 931142103 78,164 538 0.69 9,503 -17.79 2.5854
2022-04-08 2022-03-31 13F WAL-MART STORES COM 931142103 77,626 347 0.45 11,560 3.38 2.8000
2022-01-11 2021-12-31 13F WAL-MART STORES COM 931142103 77,279 368 0.48 11,182 4.31 2.6397
2021-10-12 2021-09-30 13F WAL-MART STORES COM 931142103 76,911 -459 -0.59 10,720 -1.75 2.7767
2021-07-21 2021-06-30 13F WAL-MART STORES COM 931142103 77,370 282 0.37 10,911 4.20 2.7998
2021-04-09 2021-03-31 13F WAL-MART STORES COM 931142103 77,088 2,062 2.75 10,471 -3.18 2.8274
2021-01-20 2020-12-31 13F WAL-MART STORES COM 931142103 75,026 -983 -1.29 10,815 1.70 2.9458
2020-10-21 2020-09-30 13F WAL-MART STORES COM 931142103 76,009 448 0.59 10,634 17.49 3.1845
2020-07-20 2020-06-30 13F WAL-MART STORES COM 931142103 75,561 186 0.25 9,051 5.69 2.9276
2020-04-28 2020-03-31 13F WAL-MART STORES COM 931142103 75,375 310 0.41 8,564 -4.00 3.1469
2020-01-10 2019-12-31 13F WAL-MART STORES COM 931142103 75,065 -555 -0.73 8,921 -0.60 2.5638
2019-10-03 2019-09-30 13F WAL-MART STORES COM 931142103 75,620 -112 -0.15 8,975 7.25 2.7449
2019-07-19 2019-06-30 13F WAL-MART STORES COM 931142103 75,732 717 0.96 8,368 14.38 2.7192
2019-04-25 2019-03-31 13F WAL-MART STORES COM 931142103 75,015 4,315 6.10 7,316 11.08 2.4261
2019-01-10 2018-12-31 13F WAL-MART STORES COM 931142103 70,700 12,005 20.45 6,586 19.48 2.4592
2018-10-05 2018-09-30 13F WAL-MART STORES COM 931142103 58,695 2,533 4.51 5,512 14.59 1.8603
2018-07-09 2018-06-30 13F WAL-MART STORES COM 931142103 56,162 629 1.13 4,810 -2.65 1.7424
2018-04-06 2018-03-31 13F WAL-MART STORES COM 931142103 55,533 23 0.04 4,941 -9.87 1.8894
2018-01-04 2017-12-31 13F WAL-MART STORES COM 931142103 55,510 1,470 2.72 5,482 29.81 2.0547
2017-10-18 2017-09-30 13F WAL-MART STORES COM 931142103 54,040 1,161 2.20 4,223 5.52 1.6779
2017-07-20 2017-06-30 13F WAL-MART STORES COM 931142103 52,879 2,656 5.29 4,002 10.55 1.5810
2017-04-10 2017-03-31 13F WAL-MART STORES COM 931142103 50,223 1,394 2.85 3,620 7.26 1.4763
2017-01-09 2016-12-31 13F WAL-MART STORES COM 931142103 48,829 2,440 5.26 3,375 0.87 1.4207
2016-10-04 2016-09-30 13F WAL-MART STORES COM 931142103 46,389 2,025 4.56 3,346 3.30 1.4721
2016-07-20 2016-06-30 13F WAL-MART STORES COM 931142103 44,364 3,039 7.35 3,239 14.45 1.4472
2016-04-11 2016-03-31 13F WAL-MART STORES COM 931142103 41,325 8,227 24.86 2,830 39.48 1.3456
2016-02-29 2015-12-31 13F WAL-MART STORES COM 931142103 33,098 -9,582 -22.45 2,029 -26.67 1.0413
2015-10-14 2015-09-30 13F WAL-MART STORES COM 931142103 42,680 551 1.31 2,767 -7.40 1.5329
2015-07-21 2015-06-30 13F WAL-MART STORES COM 931142103 42,129 -1,499 -3.44 2,988 -16.72 1.5598
2015-04-13 2015-03-31 13F WAL-MART STORES COM 931142103 43,628 2,350 5.69 3,588 1.21 1.8892
2015-01-21 2014-12-31 13F WAL-MART STORES COM 931142103 41,278 988 2.45 3,545 15.06 1.9065
2014-10-03 2014-09-30 13F WAL-MART STORES COM 931142103 40,290 -375 -0.92 3,081 0.92 1.7309
2014-07-15 2014-06-30 13F WAL-MART STORES COM 931142103 40,665 956 2.41 3,053 0.59 1.7432
2014-04-15 2014-03-31 13F WAL-MART STORES COM 931142103 39,709 -2,725 -6.42 3,035 -9.10 1.7901
2014-01-22 2013-12-31 13F WAL-MART STORES COM 931142103 42,434 1,075 2.60 3,339 9.15 1.9949
2013-10-16 2013-09-30 13F WAL-MART STORES COM 931142103 41,359 1,100 2.73 3,059 2.00 2.0410
2013-07-16 2013-06-30 13F WAL-MART STORES COM 931142103 40,259 40,259 2,999 2.0726
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.