월마트 주식회사
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionPermanens Capital L.P.
Latest Disclosed Ownership86,688 shares
Latest Disclosed Value $ 10,795,040
Permanens Capital L.P. reports 0.33% increase in ownership of WMT / Walmart Inc.

On May 15, 2026 - Permanens Capital L.P. filed a 13F-HR form disclosing ownership of 86,688 shares of Walmart Inc. (MX:WMT) valued at $10,795,040 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 86,403 shares of Walmart Inc.. This represents a change in shares of 0.33% 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)
2026-05-15 2026-03-31 13F WALMART COM 931142103 86,688 285 0.33 10,795 11.91 1.3907
2026-02-17 2025-12-31 13F WALMART COM 931142103 86,403 19,814 29.76 9,646 40.57 1.2581
2025-11-14 2025-09-30 13F WALMART COM 931142103 66,589 15,738 30.95 6,863 38.01 1.0235
2025-08-14 2025-06-30 13F WALMART COM 931142103 50,851 5,826 12.94 4,972 25.56 0.6780
2025-05-15 2025-03-31 13F WALMART COM 931142103 45,025 -6,530 -12.67 3,961 -15.17 0.7192
2025-02-14 2024-12-31 13F WALMART COM 931142103 51,555 0 0.00 4,669 12.13 0.8916
2024-11-14 2024-09-30 13F WALMART COM 931142103 51,555 -41,244 -44.44 4,163 -33.74 0.8456
2024-08-14 2024-06-30 13F WALMART COM 931142103 92,799 9,630 11.58 6,283 25.13 0.6414
2024-05-15 2024-03-31 13F WALMART COM 931142103 83,169 58,589 238.36 5,022 29.04 0.6170
2024-02-14 2023-12-31 13F WALMART COM 931142103 24,580 5,285 27.39 3,891 26.13 0.7581
2023-11-14 2023-09-30 13F WALMART COM 931142103 19,295 810 4.38 3,086 6.20 0.5276
2023-08-14 2023-06-30 13F WALMART COM 931142103 18,485 18,485 2,905 0.6688
2021-11-12 2021-09-30 13F WALMART COM 931142103 0 -57,796 -100.00 0 -100.00
2021-08-13 2021-06-30 13F WALMART COM 931142103 57,796 17,092 41.99 8,150 47.43 1.4642
2021-05-13 2021-03-31 13F WALMART COM 931142103 40,704 8,061 24.69 5,528 17.47 1.1358
2021-02-12 2020-12-31 13F WALMART COM 931142103 32,643 30,244 1,260.69 4,706 1,300.60 0.9904
2020-11-13 2020-09-30 13F WALMART COM 931142103 2,399 875 57.41 336 83.61 0.1160
2020-08-13 2020-06-30 13F WALMART COM 931142103 1,524 1,524 183 0.0691
2020-05-15 2020-03-31 13F WALMART COM 931142103 0 -105 -100.00 0 -100.00
2020-02-13 2019-12-31 13F WALMART COM 931142103 105 105 12 0.0030
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.