Walmart Inc.
CH ˙ SWX ˙ US9311421039
SecurityCH:WMT / Walmart Inc.
InstitutionCFO4Life Group, LLC
Latest Disclosed Ownership57,136 shares
Latest Disclosed Value $ 7,100,858
CFO4Life Group, LLC reports 3.52% decrease in ownership of WMT / Walmart Inc.

On May 11, 2026 - CFO4Life Group, LLC filed a 13F-HR form disclosing ownership of 57,136 shares of Walmart Inc. (CH:WMT) valued at $7,100,858 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 59,221 shares of Walmart Inc.. This represents a change in shares of -3.52% 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)
2026-05-11 2026-03-31 13F WALMART COM 931142103 57,136 -2,085 -3.52 7,101 7.62 1.0825
2026-02-06 2025-12-31 13F WALMART COM 931142103 59,221 -114,729 -65.96 6,598 -63.20 0.9405
2025-11-07 2025-09-30 13F WALMART COM 931142103 173,950 -667 -0.38 17,927 5.00 2.6056
2025-08-08 2025-06-30 13F WALMART COM 931142103 174,617 2,813 1.64 17,074 13.21 2.6697
2025-04-30 2025-03-31 13F WALMART COM 931142103 171,804 -5,959 -3.35 15,083 -6.09 2.5387
2025-02-10 2024-12-31 13F WALMART COM 931142103 177,763 -4,392 -2.41 16,061 9.19 2.8216
2024-11-12 2024-09-30 13F WALMART COM 931142103 182,155 124,477 215.81 14,709 276.65 2.6034
2024-07-31 2024-06-30 13F WALMART COM 931142103 57,678 413 0.72 3,905 13.35 0.7343
2024-05-06 2024-03-31 13F WALMART COM 931142103 57,265 37,355 187.62 3,446 9.78 0.6253
2024-02-12 2023-12-31 13F/A-1 WALMART COM 931142103 19,910 -483 -2.37 3,139 -3.77 0.5993
2024-01-24 2023-12-31 13F WALMART COM 931142103 19,910 -483 3,139 0.5993
2023-10-30 2023-09-30 13F WALMART COM 931142103 20,393 -77 -0.38 3,261 1.37 0.7529
2023-08-07 2023-06-30 13F WALMART COM 931142103 20,470 -185 -0.90 3,218 5.65 0.6904
2023-05-03 2023-03-31 13F WALMART COM 931142103 20,655 -186 -0.89 3,046 3.05 0.6921
2023-02-03 2022-12-31 13F WALMART COM 931142103 20,841 -346 -1.63 2,955 7.53 0.6281
2022-10-19 2022-09-30 13F WALMART COM 931142103 21,187 -887 -4.02 2,748 -3.34 0.7314
2022-07-20 2022-06-30 13F WALMART COM 931142103 22,074 -287 -1.28 2,843 -14.62 0.7056
2022-05-02 2022-03-31 13F WALMART COM 931142103 22,361 -9 -0.04 3,330 2.87 0.6988
2022-02-10 2021-12-31 13F WALMART COM 931142103 22,370 -362 -1.59 3,237 2.18 0.6692
2021-10-12 2021-09-30 13F WALMART COM 931142103 22,732 2,264 11.06 3,168 9.77 0.7374
2021-07-14 2021-06-30 13F WALMART COM 931142103 20,468 -162 -0.79 2,886 3.00 0.6661
2021-04-20 2021-03-31 13F WALMART COM 931142103 20,630 118 0.58 2,802 -5.24 0.6967
2021-01-12 2020-12-31 13F WALMART COM 931142103 20,512 -173 -0.84 2,957 2.18 0.8480
2020-10-13 2020-09-30 13F WALMART COM 931142103 20,685 -98 -0.47 2,894 16.27 0.9797
2020-07-15 2020-06-30 13F WALMART COM 931142103 20,783 -270 -1.28 2,489 4.06 0.9563
2020-04-16 2020-03-31 13F WALMART COM 931142103 21,053 -238 -1.12 2,392 -5.45 1.2793
2020-01-22 2019-12-31 13F WALMART COM 931142103 21,291 -322 -1.49 2,530 -1.36 1.0695
2019-11-01 2019-09-30 13F WALMART COM 931142103 21,613 0 0.00 2,565 7.41 1.1501
2019-07-29 2019-06-30 13F WALMART COM 931142103 21,613 150 0.70 2,388 14.09 1.0914
2019-04-22 2019-03-31 13F WALMART COM 931142103 21,463 -3,617 -14.42 2,093 -10.40 0.9806
2019-02-01 2018-12-31 13F WALMART COM 931142103 25,080 1,691 7.23 2,336 6.38 1.0273
2018-10-25 2018-09-30 13F WALMART COM 931142103 23,389 -2,833 -10.80 2,196 -2.18 0.9737
2018-08-01 2018-06-30 13F WALMART COM 931142103 26,222 26,222 2,245 0.9368
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.