월마트 주식회사
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionMeeder Advisory Services, Inc.
Latest Disclosed Ownership119,912 shares
Latest Disclosed Value $ 14,902,615
Meeder Advisory Services, Inc. reports 4.50% increase in ownership of WMT / Walmart Inc.

On May 7, 2026 - Meeder Advisory Services, Inc. filed a 13F-HR form disclosing ownership of 119,912 shares of Walmart Inc. (MX:WMT) valued at $14,902,615 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 114,749 shares of Walmart Inc.. This represents a change in shares of 4.50% 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)
2026-05-07 2026-03-31 13F WALMART COM 931142103 119,912 5,163 4.50 14,903 16.57 0.6234
2026-02-11 2025-12-31 13F WALMART COM 931142103 114,749 9,058 8.57 12,784 17.37 0.5488
2026-02-11 2025-12-31 13F WALMART COM 931142103 114,749 12,784
2025-10-24 2025-09-30 13F WALMART COM 931142103 105,691 7,068 7.17 10,892 12.95 0.5063
2025-08-07 2025-06-30 13F WALMART COM 931142103 98,623 8,001 8.83 9,643 21.22 0.4993
2025-05-07 2025-03-31 13F WALMART COM 931142103 90,622 5,504 6.47 7,956 3.45 0.4772
2025-02-12 2024-12-31 13F WALMART COM 931142103 85,118 4,248 5.25 7,690 17.76 0.4800
2024-11-07 2024-09-30 13F WALMART COM 931142103 80,870 488 0.61 6,530 19.99 0.4228
2024-08-08 2024-06-30 13F WALMART COM 931142103 80,382 23,029 40.15 5,443 57.74 0.3851
2024-05-07 2024-03-31 13F WALMART COM 931142103 57,353 38,846 209.90 3,451 18.27 0.3510
2024-01-25 2023-12-31 13F WALMART COM 931142103 18,507 481 2.67 2,918 1.21 0.3341
2023-11-13 2023-09-30 13F WALMART COM 931142103 18,026 -2,469 -12.05 2,883 -10.52 0.3624
2023-08-11 2023-06-30 13F WALMART COM 931142103 20,495 915 4.67 3,221 11.57 0.3469
2023-05-15 2023-03-31 13F WALMART COM 931142103 19,580 1,223 6.66 2,887 10.95 0.3327
2023-02-14 2022-12-31 13F WALMART COM 931142103 18,357 18,357 2,603 0.3288
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.