Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionAtwood & Palmer Inc
Latest Disclosed Ownership259,489 shares
Latest Disclosed Value $ 32,249,245
Atwood & Palmer Inc reports 2.80% decrease in ownership of WMT / Walmart Inc.

On April 15, 2026 - Atwood & Palmer Inc filed a 13F-HR form disclosing ownership of 259,489 shares of Walmart Inc. (MX:WMT) valued at $32,249,245 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 266,961 shares of Walmart Inc.. This represents a change in shares of -2.80% 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)
2026-04-15 2026-03-31 13F WALMART COM 931142103 259,489 -7,472 -2.80 32,249 8.43 1.8198
2026-01-28 2025-12-31 13F WALMART COM 931142103 266,961 -99 -0.04 29,742 8.06 1.6901
2025-10-15 2025-09-30 13F WALMART COM 931142103 267,060 -3,555 -1.31 27,523 4.02 1.6168
2025-07-08 2025-06-30 13F WALMART COM 931142103 270,615 1,764 0.66 26,461 12.11 1.6541
2025-04-15 2025-03-31 13F WALMART COM 931142103 268,851 -10,491 -3.76 23,602 -6.48 1.6371
2025-01-16 2024-12-31 13F WALMART COM 931142103 279,342 -2,415 -0.86 25,239 10.93 1.7294
2024-10-07 2024-09-30 13F WALMART COM 931142103 281,757 495 0.18 22,752 19.47 1.5466
2024-07-10 2024-06-30 13F WALMART COM 931142103 281,262 -1,107 -0.39 19,044 12.09 1.4427
2024-04-10 2024-03-31 13F WALMART COM 931142103 282,369 190,500 207.36 16,990 17.31 1.2892
2024-01-12 2023-12-31 13F WALMART COM 931142103 91,869 272 0.30 14,483 -1.13 1.1703
2023-10-20 2023-09-30 13F WALMART COM 931142103 91,597 210 0.23 14,649 1.98 1.2841
2023-07-18 2023-06-30 13F WALMART COM 931142103 91,387 3,032 3.43 14,364 10.26 1.2847
2023-04-21 2023-03-31 13F WALMART COM 931142103 88,355 1,605 1.85 13,028 5.91 1.2249
2023-01-31 2022-12-31 13F WALMART COM 931142103 86,750 1,468 1.72 12,300 11.20 1.1115
2022-10-12 2022-09-30 13F WALMART COM 931142103 85,282 1,810 2.17 11,061 8.99 1.0962
2022-07-21 2022-06-30 13F WALMART COM 931142103 83,472 1,708 2.09 10,149 -16.65 0.9885
2022-04-29 2022-03-31 13F WALMART COM 931142103 81,764 1,491 1.86 12,176 4.83 1.0513
2022-01-24 2021-12-31 13F WALMART COM 931142103 80,273 3,152 4.09 11,615 8.06 0.9721
2021-10-29 2021-09-30 13F/A-1 WALMART COM 931142103 77,121 597 0.78 10,749 -0.39 0.9593
2021-10-19 2021-09-30 13F WALMART COM 931142103 77,121 597 10,749 0.9592
2021-07-26 2021-06-30 13F WALMART COM 931142103 76,524 615 0.81 10,791 4.66 0.9696
2021-04-26 2021-03-31 13F WALMART COM 931142103 75,909 1,581 2.13 10,311 -3.76 0.9922
2021-02-04 2020-12-31 13F WALMART COM 931142103 74,328 1,205 1.65 10,714 4.72 1.1503
2020-10-28 2020-09-30 13F WALMART COM 931142103 73,123 1,060 1.47 10,231 18.52 1.2884
2020-07-24 2020-06-30 13F WALMART COM 931142103 72,063 477 0.67 8,632 6.12 1.1667
2020-04-20 2020-03-31 13F WALMART COM 931142103 71,586 5,900 8.98 8,134 4.20 1.2775
2020-02-05 2019-12-31 13F WALMART COM 931142103 65,686 -1,991 -2.94 7,806 -2.81 1.0034
2019-10-21 2019-09-30 13F WALMART COM 931142103 67,677 383 0.57 8,032 8.03 1.0825
2019-07-17 2019-06-30 13F WALMART COM 931142103 67,294 65,419 3,489.01 7,435 3,962.84 1.0042
2019-04-23 2019-03-31 13F WALMART COM 931142103 1,875 0 0.00 183 4.57 0.0259
2019-02-01 2018-12-31 13F WALMART COM 931142103 1,875 475 33.93 175 33.59 0.0278
2018-10-29 2018-09-30 13F WALMART COM 931142103 1,400 -34 -2.37 131 6.50 0.0171
2018-07-19 2018-06-30 13F WALMART COM 931142103 1,434 34 2.43 123 -1.60 0.0169
2018-04-30 2018-03-31 13F WALMART COM 931142103 1,400 0 0.00 125 -9.42 0.0178
2018-02-08 2017-12-31 13F WAL-MART STORES COM 931142103 1,400 300 27.27 138 60.47 0.0194
2017-10-16 2017-09-30 13F WAL-MART STORES COM 931142103 1,100 0 0.00 86 3.61 0.0125
2017-08-08 2017-06-30 13F WAL-MART STORES COM 931142103 1,100 1,000 1,000.00 83 1,085.71 0.0130
2017-04-28 2017-03-31 13F WAL-MART STORES COM 931142103 100 -400 -80.00 7 -80.00 0.0011
2017-02-06 2016-12-31 13F WAL-MART STORES COM 931142103 500 0 0.00 35 -2.78 0.0063
2016-11-08 2016-09-30 13F WAL-MART STORES COM 931142103 500 0 0.00 36 -2.70 0.0065
2016-07-21 2016-06-30 13F WAL-MART STORES COM 931142103 500 0 0.00 37 8.82 0.0067
2016-04-28 2016-03-31 13F WAL-MART STORES COM 931142103 500 0 0.00 34 9.68 0.0060
2016-01-28 2015-12-31 13F WAL-MART STORES COM 931142103 500 0 0.00 31 -3.12 0.0059
2015-11-12 2015-09-30 13F WAL-MART STORES COM 931142103 500 0 0.00 32 -8.57 0.0062
2015-07-31 2015-06-30 13F WAL-MART STORES COM 931142103 500 0 0.00 35 -14.63 0.0063
2015-05-05 2015-03-31 13F WAL-MART STORES COM 931142103 500 100 25.00 41 17.14 0.0073
2015-02-17 2014-12-31 13F WAL-MART STORES COM 931142103 400 -975 -70.91 35 -69.03 0.0065
2014-12-02 2014-09-30 13F/A-1 WAL-MART STORES COM 931142103 1,375 1,075 358.33 113 391.30 0.0213
2014-11-12 2014-09-30 13F WAL-MART STORES COM 931142103 1,375 1,075 113 0.0207
2014-08-11 2014-06-30 13F WAL-MART STORES COM 931142103 300 300 23 0.0061
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.