월마트 주식회사
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionSmart Money Group LLC
Latest Disclosed Ownership8,422 shares
Latest Disclosed Value $ 1,046,650
Smart Money Group LLC reports 0.35% increase in ownership of WMT / Walmart Inc.

On May 5, 2026 - Smart Money Group LLC filed a 13F-HR form disclosing ownership of 8,422 shares of Walmart Inc. (MX:WMT) valued at $1,046,650 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 30, 2026 disclosing 8,393 shares of Walmart Inc.. This represents a change in shares of 0.35% 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)
2026-05-05 2026-03-31 13F WALMART COM 931142103 8,422 29 0.35 1,047 11.87 0.3045
2026-01-30 2025-12-31 13F WALMART COM 931142103 8,393 -352 -4.03 935 3.77 0.2727
2025-11-12 2025-09-30 13F WALMART COM 931142103 8,745 116 1.34 901 6.88 0.2669
2025-08-06 2025-06-30 13F WALMART COM 931142103 8,629 551 6.82 844 18.90 0.2646
2025-05-12 2025-03-31 13F/A-1 WALMART COM 931142103 8,078 -1,195 -12.89 709 -15.29 0.2411
2025-04-28 2025-03-31 13F WALMART COM 931142103 8,078 -1,195 709 0.2411
2025-01-16 2024-12-31 13F WALMART COM 931142103 9,273 0 0.00 838 10.28 0.2893
2024-11-05 2024-09-30 13F WALMART COM 931142103 9,273 -202 -2.13 760 16.77 0.2711
2024-08-12 2024-06-30 13F WALMART COM 931142103 9,475 323 3.53 650 19.71 0.2326
2024-05-02 2024-03-31 13F WALMART COM 931142103 9,152 6,180 207.94 543 16.03 0.2112
2024-02-06 2023-12-31 13F WALMART COM 931142103 2,972 -2,252 -43.11 469 -43.95 0.2041
2023-11-13 2023-09-30 13F WALMART COM 931142103 5,224 2,252 75.77 836 78.80 0.3968
2023-07-25 2023-06-30 13F WALMART COM 931142103 2,972 -19 -0.64 467 3.55 0.2228
2023-05-08 2023-03-31 13F WALMART COM 931142103 2,991 -52 -1.71 452 0.2266
2023-01-24 2022-12-31 13F WALMART COM 931142103 3,043 0 0.00 0 -100.00 0.2250
2022-10-27 2022-09-30 13F WALMART COM 931142103 3,043 189 6.62 395 13.83 0.2692
2022-07-14 2022-06-30 13F WALMART COM 931142103 2,854 23 0.81 347 -17.77 0.2407
2022-04-22 2022-03-31 13F WALMART COM 931142103 2,831 69 2.50 422 5.50 0.2834
2022-01-27 2021-12-31 13F WALMART COM 931142103 2,762 -27 -0.97 400 2.83 0.2555
2021-10-29 2021-09-30 13F WALMART COM 931142103 2,789 5 0.18 389 16.82 0.2829
2021-08-05 2021-06-30 13F/A-1 WALMART COM 931142103 2,784 -48 -1.69 333 -13.51 0.3817
2021-08-03 2021-06-30 13F WALMART COM 931142103 2,822 -10 407 0.3425
2021-04-26 2021-03-31 13F WALMART COM 931142103 2,832 10 0.35 385 -5.41 0.3213
2021-01-27 2020-12-31 13F WALMART COM 931142103 2,822 -488 -14.74 407 -12.10 0.3425
2020-10-29 2020-09-30 13F WALMART COM 931142103 3,310 41 1.25 463 18.41 0.1995
2020-07-29 2020-06-30 13F WALMART COM 931142103 3,269 17 0.52 391 5.68 0.2312
2020-05-13 2020-03-31 13F WALMART COM 931142103 3,252 -1 -0.03 370 -4.39 0.2598
2020-02-18 2019-12-31 13F WALMART COM 931142103 3,253 40 1.24 387 1.57 0.2263
2019-11-05 2019-09-30 13F WALMART COM 931142103 3,213 -10 -0.31 381 6.72 0.3057
2019-07-31 2019-06-30 13F WALMART COM 931142103 3,223 559 20.98 357 37.31 0.2949
2019-05-03 2019-03-31 13F WALMART COM 931142103 2,664 15 0.57 260 5.26 0.2271
2019-01-29 2018-12-31 13F WALMART COM 931142103 2,649 -90 -3.29 247 -3.89 0.2558
2018-11-01 2018-09-30 13F WALMART COM 931142103 2,739 2,739 257 0.2333
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.