Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionArkadios Wealth Advisors
Latest Disclosed Ownership291,100 shares
Latest Disclosed Value $ 36,177,892
Arkadios Wealth Advisors reports 10.60% increase in ownership of WMT / Walmart Inc.

On May 18, 2026 - Arkadios Wealth Advisors filed a 13F-HR form disclosing ownership of 291,100 shares of Walmart Inc. (MX:WMT) valued at $36,177,892 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 263,197 shares of Walmart Inc.. This represents a change in shares of 10.60% 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)
2026-05-18 2026-03-31 13F WALMART INC COM Stock 931142103 291,100 27,903 10.60 36,178 23.38 0.3810
2026-02-13 2025-12-31 13F WALMART INC COM Stock 931142103 263,197 38,787 17.28 29,323 26.79 0.5685
2025-10-29 2025-09-30 13F WALMART INC COM Stock 931142103 224,410 24,871 12.46 23,128 18.54 0.5548
2025-08-04 2025-06-30 13F WALMART INC COM Stock 931142103 199,539 26,455 15.28 19,511 28.40 0.5753
2025-05-08 2025-03-31 13F WALMART INC COM Stock 931142103 173,084 -30,438 -14.96 15,195 -17.36 0.5740
2025-01-15 2024-12-31 13F WALMART INC COM Stock 931142103 203,522 9,336 4.81 18,388 17.27 1.0029
2024-10-24 2024-09-30 13F WALMART INC COM Stock 931142103 194,186 6,022 3.20 15,681 23.08 0.8881
2024-07-29 2024-06-30 13F WALMART INC COM Stock 931142103 188,164 19,648 11.66 12,741 25.65 0.8593
2024-04-30 2024-03-31 13F WALMART INC COM Stock 931142103 168,516 114,076 209.54 10,140 18.14 0.7859
2024-01-24 2023-12-31 13F WALMART INC COM Stock 931142103 54,440 -1,014 -1.83 8,582 -3.23 0.7257
2023-10-13 2023-09-30 13F WALMART INC COM Stock 931142103 55,454 11,855 27.19 8,869 29.42 0.8415
2023-07-26 2023-06-30 13F WALMART INC COM Stock 931142103 43,599 2,109 5.08 6,853 12.02 0.7969
2023-05-02 2023-03-31 13F WALMART INC COM Stock 931142103 41,490 -170 -0.41 6,118 3.57 0.7285
2023-01-11 2022-12-31 13F WALMART INC COM Stock 931142103 41,660 4,042 10.74 5,907 147,550.00 0.7830
2022-10-21 2022-09-30 13F WALMART INC COM Stock 931142103 37,618 3,528 10.35 5 0.00 0.7395
2022-07-14 2022-06-30 13F WALMART INC COM Stock 931142103 34,090 2,151 6.73 4 0.00 0.6166
2022-05-02 2022-03-31 13F WALMART INC COM Stock 931142103 31,939 4,350 15.77 5 33.33 0.6229
2022-02-03 2021-12-31 13F WALMART INC COM Stock 931142103 27,589 1,129 4.27 4 0.00 0.5287
2021-10-19 2021-09-30 13F WALMART INC COM Stock 931142103 26,460 942 3.69 4 0.00 0.5317
2021-07-28 2021-06-30 13F WALMART INC COM Stock 931142103 25,518 5,852 29.76 4 50.00 0.4383
2021-04-26 2021-03-31 13F WALMART INC COM Stock 931142103 19,666 6,654 51.14 3 100.00 0.4400
2021-02-09 2020-12-31 13F WALMART INC COM Stock 931142103 13,012 3,172 32.24 2 -99.93 0.3934
2020-11-10 2020-09-30 13F WALMART INC COM Common Stock 931142103 9,840 -110 -1.11 1,424 8.45 0.7142
2020-08-10 2020-06-30 13F WALMART INC COM Common Stock 931142103 9,950 743 8.07 1,314 25.53 0.7286
2020-05-14 2020-03-31 13F WALMART INC COM Common Stock 931142103 9,207 -140 -1.50 1,046 -4.65 0.6668
2020-02-14 2019-12-31 13F WALMART INC COM Common Stock 931142103 9,347 9,347 1,098 0.6575
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.