Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionAncora Advisors, LLC
Latest Disclosed Ownership123,601 shares
Latest Disclosed Value $ 15,361,187
Ancora Advisors, LLC reports 2.89% decrease in ownership of WMT / Walmart Inc.

On May 15, 2026 - Ancora Advisors, LLC filed a 13F-HR form disclosing ownership of 123,601 shares of Walmart Inc. (MX:WMT) valued at $15,361,187 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 127,273 shares of Walmart Inc.. This represents a change in shares of -2.89% 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 WAL-MART STORES INC COM COM 931142103 123,601 -3,672 -2.89 15,361 8.34 0.3268
2026-02-17 2025-12-31 13F WAL-MART STORES INC COM COM 931142103 127,273 4,981 4.07 14,179 12.50 0.2921
2025-11-14 2025-09-30 13F WALMART COM 931142103 122,292 -3,844 -3.05 12,603 2.19 0.2517
2025-08-14 2025-06-30 13F WALMART COM 931142103 126,136 -5,243 -3.99 12,334 6.94 0.2558
2025-05-15 2025-03-31 13F WALMART COM 931142103 131,379 302 0.23 11,534 -2.61 0.2574
2025-02-14 2024-12-31 13F WALMART COM 931142103 131,077 -734 -0.56 11,843 11.27 0.2642
2024-11-14 2024-09-30 13F WALMART COM 931142103 131,811 -1,049 -0.79 10,644 18.32 0.2423
2024-08-14 2024-06-30 13F WALMART COM 931142103 132,860 -1,855 -1.38 8,996 10.98 0.2229
2024-05-16 2024-03-31 13F WALMART COM 931142103 134,715 90,701 206.07 8,106 16.82 0.1842
2024-02-14 2023-12-31 13F WALMART COM 931142103 44,014 1,913 4.54 6,939 3.04 0.1630
2023-11-14 2023-09-30 13F WALMART COM 931142103 42,101 1,317 3.23 6,733 5.04 0.1787
2023-08-14 2023-06-30 13F WALMART COM 931142103 40,784 2,507 6.55 6,410 13.59 0.1686
2023-05-16 2023-03-31 13F WALMART COM 931142103 38,277 2,835 8.00 5,644 12.28 0.1601
2023-02-14 2022-12-31 13F WALMART COM 931142103 35,442 25,743 265.42 5,026 299.52 0.1448
2022-11-14 2022-09-30 13F WALMART COM 931142103 9,699 1,876 23.98 1,258 32.28 0.0389
2022-08-15 2022-06-30 13F WALMART COM 931142103 7,823 147 1.92 951 -16.80 0.0268
2022-05-16 2022-03-31 13F/A-1 WALMART COM 931142103 7,676 -170 -2.17 1,143 0.70 0.0277
2022-05-13 2022-03-31 13F WAL-MART STORES INC COM COM 931142103 7,700 -146 1,046 0.0180
2022-02-14 2021-12-31 13F WALMART COM 931142103 7,846 -190 -2.36 1,135 1.34 0.0269
2021-11-15 2021-09-30 13F WALMART COM 931142103 8,036 277 3.57 1,120 2.38 0.0289
2021-11-12 2021-06-30 13F/A-1 WALMART COM 931142103 7,759 59 0.77 1,094 4.59 0.0286
2021-08-13 2021-06-30 13F WALMART COM 931142103 7,759 59 1,094 0.0286
2021-11-12 2021-03-31 13F/A-1 WAL-MART STORES INC COM COM 931142103 7,700 608 8.57 1,046 2.35 0.0289
2021-05-14 2021-03-31 13F WAL-MART STORES INC COM COM 931142103 7,700 608 1,046 0.0289
2021-11-12 2020-12-31 13F/A-1 WALMART COM 931142103 7,092 -25 -0.35 1,022 2.71 0.0329
2021-02-12 2020-12-31 13F WALMART COM 931142103 7,092 -25 1,022 0.0329
2021-11-12 2020-09-30 13F/A-1 WALMART COM 931142103 7,117 335 4.94 995 22.39 0.0395
2020-11-13 2020-09-30 13F WALMART COM 931142103 7,117 335 995 0.0395
2021-11-12 2020-06-30 13F/A-1 WALMART COM 931142103 6,782 490 7.79 813 13.71 0.0340
2020-08-14 2020-06-30 13F WALMART COM 931142103 6,782 490 813 0.0340
2021-11-12 2020-03-31 13F/A-1 WALMART COM 931142103 6,292 -1,038 -14.16 715 -17.91 0.0331
2020-05-14 2020-03-31 13F WALMART COM 931142103 6,292 -1,038 715 0.0331
2020-02-14 2019-12-31 13F WALMART COM 931142103 7,330 802 12.29 871 12.53 0.0324
2019-11-19 2019-09-30 13F/A-2 WALMART COM 931142103 6,528 1,250 23.68 774 32.76 0.0338
2019-11-18 2019-09-30 13F/A-1 WALMART COM 931142103 6,528 1,250 774 0.0338
2019-11-14 2019-09-30 13F WALMART COM 931142103 6,528 1,250 774 0.0339
2019-11-14 2019-06-30 13F/A-1 WALMART COM 931142103 5,278 -44 -0.83 583 12.33 0.0261
2019-08-12 2019-06-30 13F WALMART COM 931142103 5,278 -44 583 24,080.4112
2019-11-14 2019-03-31 13F/A-1 WALMART COM 931142103 5,322 -1,102 -17.15 519 -13.36 0.0236
2019-05-15 2019-03-31 13F WALMART COM 931142103 5,322 -1,102 519 21,620.7209
2019-11-14 2018-12-31 13F/A-1 WALMART COM 931142103 6,424 2,192 51.80 599 50.50 0.0288
2019-02-14 2018-12-31 13F WALMART COM 931142103 6,424 2,192 599
2018-11-13 2018-09-30 13F WALMART COM 931142103 4,232 -2,111 -33.28 398 -26.70 0.0153
2018-08-10 2018-06-30 13F WALMART COM 931142103 6,343 -2,218 -25.91 543 -28.74 0.0236
2018-05-15 2018-03-31 13F WAL-MART STORES INC COM COM 931142103 8,561 2,381 38.53 762 24.92 0.0343
2018-02-14 2017-12-31 13F WAL-MART STORES COM 931142103 6,180 -2,110 -25.45 610 -5.72 0.0325
2017-11-14 2017-09-30 13F WAL-MART STORES COM 931142103 8,290 7,057 572.34 647 661.18 0.0375
2017-02-14 2016-12-31 13F WAL-MART STORES COM 931142103 1,233 1,233 -89.78 85 -90.53 0.0062
2013-10-31 2013-09-30 13F/A-1 WAL-MART STORES INC COM COM 931142103 0 -12,062 -100.00 0 -100.00
2013-07-22 2013-06-30 13F WAL-MART STORES INC COM COM 931142103 12,062 12,062 898 0.1539
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.