Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionBoston Research & Management Inc
Latest Disclosed Ownership110,124 shares
Latest Disclosed Value $ 13,686
Boston Research & Management Inc reports 2.11% decrease in ownership of WMT / Walmart Inc.

On April 10, 2026 - Boston Research & Management Inc filed a 13F-HR form disclosing ownership of 110,124 shares of Walmart Inc. (MX:WMT) valued at $13,686 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 112,494 shares of Walmart Inc.. This represents a change in shares of -2.11% 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)
2026-04-10 2026-03-31 13F Wal-Mart Stores COM 931142103 110,124 -2,370 -2.11 14 8.33 3.2509
2026-02-11 2025-12-31 13F Wal-Mart Stores COM 931142103 112,494 -16,427 -12.74 13 -7.69 2.8896
2025-11-12 2025-09-30 13F Wal-Mart Stores COM 931142103 128,921 -540 -0.42 13 8.33 2.9305
2025-08-12 2025-06-30 13F Wal-Mart Stores COM 931142103 129,461 -1,893 -1.44 13 9.09 3.0255
2025-05-12 2025-03-31 13F Wal-Mart Stores COM 931142103 131,354 -2,548 -1.90 12 -8.33 2.8635
2025-02-12 2024-12-31 13F Wal-Mart Stores COM 931142103 133,902 -2,849 -2.08 12 9.09 2.9698
2024-11-12 2024-09-30 13F Wal-Mart Stores COM 931142103 136,751 -617 -0.45 11 22.22 2.5940
2024-08-13 2024-06-30 13F Wal-Mart Stores COM 931142103 137,368 -3,235 -2.30 9 12.50 2.3519
2024-05-14 2024-03-31 13F Wal-Mart Stores COM 931142103 140,603 93,716 199.88 8 14.29 2.0911
2024-02-12 2023-12-31 13F Wal-Mart Stores COM 931142103 46,887 465 1.00 7 0.00 1.9622
2023-11-13 2023-09-30 13F Wal-Mart Stores COM 931142103 46,422 -527 -1.12 7 0.00 2.1943
2023-08-01 2023-06-30 13F Wal-Mart Stores COM 931142103 46,949 -122 -0.26 7 16.67 2.0894
2023-05-10 2023-03-31 13F Wal-Mart Stores COM 931142103 47,071 580 1.25 7 0.00 2.0727
2023-02-13 2022-12-31 13F Wal-Mart Stores COM 931142103 46,491 -5 -0.01 7 -99.90 2.0394
2022-11-14 2022-09-30 13F Wal-Mart Stores COM 931142103 46,496 330 0.71 6,030 7.45 2.0543
2022-08-11 2022-06-30 13F Wal-Mart Stores COM 931142103 46,166 -719 -1.53 5,612 -19.62 1.8177
2022-05-12 2022-03-31 13F Wal-Mart Stores COM 931142103 46,885 -488 -1.03 6,982 1.87 2.0269
2022-02-10 2021-12-31 13F Wal-Mart Stores COM 931142103 47,373 165 0.35 6,854 4.18 1.8714
2021-11-10 2021-09-30 13F/A-1 Wal-Mart Stores COM 931142103 47,208 1,060 2.30 6,579 1.11 1.9592
2021-11-10 2021-09-30 13F Wal-Mart Stores COM 931142103 46,258 110 6,283 2.0225
2021-08-11 2021-06-30 13F Wal-Mart Stores COM 931142103 46,148 -110 -0.24 6,507 3.57 1.9738
2021-05-11 2021-03-31 13F Wal-Mart Stores COM 931142103 46,258 80 0.17 6,283 -5.60 2.0225
2021-02-09 2020-12-31 13F Wal-Mart Stores COM 931142103 46,178 -240 -0.52 6,656 2.49 2.3156
2020-11-09 2020-09-30 13F Wal-Mart Stores COM 931142103 46,418 -1,247 -2.62 6,494 13.75 2.5395
2020-08-10 2020-06-30 13F Wal-Mart Stores COM 931142103 47,665 -180 -0.38 5,709 5.02 2.3719
2020-05-08 2020-03-31 13F Wal-Mart Stores COM 931142103 47,845 -726 -1.49 5,436 -5.82 2.7292
2020-02-07 2019-12-31 13F Wal-Mart Stores COM 931142103 48,571 -1,050 -2.12 5,772 -1.99 2.1652
2019-11-12 2019-09-30 13F Wal-Mart Stores COM 931142103 49,621 -445 -0.89 5,889 6.47 2.3287
2019-08-07 2019-06-30 13F Wal-Mart Stores COM 931142103 50,066 -390 -0.77 5,531 12.42 2.2371
2019-05-07 2019-03-31 13F Wal-Mart Stores COM 931142103 50,456 -915 -1.78 4,920 2.82 2.0500
2019-02-06 2018-12-31 13F Wal-Mart Stores COM 931142103 51,371 3,980 8.40 4,785 7.53 2.2784
2018-11-13 2018-09-30 13F Wal-Mart Stores COM 931142103 47,391 355 0.75 4,450 10.48 2.0333
2018-07-30 2018-06-30 13F Wal-Mart Stores COM 931142103 47,036 -295 -0.62 4,028 -4.35 1.9823
2018-05-09 2018-03-31 13F Wal-Mart Stores COM 931142103 47,331 1,465 3.19 4,211 -7.02 2.1457
2018-02-09 2017-12-31 13F Wal-Mart Stores COM 931142103 45,866 -2,171 -4.52 4,529 20.68 2.2711
2017-11-09 2017-09-30 13F Wal-Mart Stores COM 931142103 48,037 105 0.22 3,753 3.47 1.9179
2017-08-08 2017-06-30 13F Wal-Mart Stores COM 931142103 47,932 -160 -0.33 3,627 4.65 1.9622
2017-05-05 2017-03-31 13F Wal-Mart Stores COM 931142103 48,092 -930 -1.90 3,466 2.30 1.8883
2017-02-09 2016-12-31 13F Wal-Mart Stores COM 931142103 49,022 755 1.56 3,388 -2.67 1.9274
2016-11-07 2016-09-30 13F Wal-Mart Stores COM 931142103 48,267 2,665 5.84 3,481 4.57 2.0109
2016-08-10 2016-06-30 13F Wal-Mart Stores COM 931142103 45,602 -40 -0.09 3,329 6.49 2.0184
2016-05-13 2016-03-31 13F Wal-Mart Stores COM 931142103 45,642 4,870 11.94 3,126 25.09 1.9466
2016-02-11 2015-12-31 13F Wal-Mart Stores COM 931142103 40,772 -5,037 -11.00 2,499 -15.86 1.5538
2015-11-09 2015-09-30 13F Wal-Mart Stores COM 931142103 45,809 3,360 7.92 2,970 -1.33 1.9551
2015-07-31 2015-06-30 13F Wal-Mart Stores COM 931142103 42,449 1,970 4.87 3,010 -9.58 1.9053
2015-05-11 2015-03-31 13F Wal-Mart Stores COM 931142103 40,479 845 2.13 3,329 -2.17 2.1114
2015-02-11 2014-12-31 13F Wal-Mart Stores COM 931142103 39,634 660 1.69 3,403 14.19 2.1328
2014-11-04 2014-09-30 13F Wal-Mart Stores COM 931142103 38,974 2,630 7.24 2,980 9.24 2.0037
2014-08-12 2014-06-30 13F Wal-Mart Stores COM 931142103 36,344 1,482 4.25 2,728 2.40 1.8856
2014-05-13 2014-03-31 13F Wal-Mart Stores COM 931142103 34,862 1,200 3.56 2,664 0.60 1.9584
2014-02-07 2013-12-31 13F Wal-Mart Stores COM 931142103 33,662 2,276 7.25 2,648 14.09 2.0357
2013-11-08 2013-09-30 13F Wal-Mart Stores COM 931142103 31,386 710 2.31 2,321 1.58 1.9604
2013-08-13 2013-06-30 13F/A-1 Wal-Mart Stores COM 931142103 30,676 30,676 2,285 2.0315
2013-08-12 2013-06-30 13F Wal-Mart Stores COM 931142103 30,676 2,285 2.0676
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.