Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionBSW Wealth Partners
Latest Disclosed Ownership11,556 shares
Latest Disclosed Value $ 1,436,179
BSW Wealth Partners reports 0.83% increase in ownership of WMT / Walmart Inc.

On April 14, 2026 - BSW Wealth Partners filed a 13F-HR form disclosing ownership of 11,556 shares of Walmart Inc. (MX:WMT) valued at $1,436,179 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 11,461 shares of Walmart Inc.. This represents a change in shares of 0.83% 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)
2026-04-14 2026-03-31 13F WALMART COM 931142103 11,556 95 0.83 1,436 12.54 0.1753
2026-01-23 2025-12-31 13F WALMART COM 931142103 11,461 -140 -1.21 1,277 6.78 0.1532
2025-10-15 2025-09-30 13F WALMART COM 931142103 11,601 -302 -2.54 1,196 2.75 0.1489
2025-07-18 2025-06-30 13F WALMART COM 931142103 11,903 40 0.34 1,164 11.72 0.1595
2025-04-24 2025-03-31 13F WALMART COM 931142103 11,863 -12 -0.10 1,041 -2.89 0.1581
2025-01-22 2024-12-31 13F WALMART COM 931142103 11,875 266 2.29 1,073 14.41 0.1575
2024-10-29 2024-09-30 13F WALMART COM 931142103 11,609 42 0.36 937 19.67 0.1407
2024-07-16 2024-06-30 13F WALMART COM 931142103 11,567 304 2.70 783 15.66 0.1285
2024-04-23 2024-03-31 13F WALMART COM 931142103 11,263 8,226 270.86 678 41.63 0.1148
2024-01-25 2023-12-31 13F WALMART COM 931142103 3,037 -31 -1.01 479 -2.45 0.0950
2023-10-27 2023-09-30 13F WALMART COM 931142103 3,068 1 0.03 491 1.66 0.1091
2023-08-11 2023-06-30 13F WALMART COM 931142103 3,067 -50 -1.60 482 5.01 0.1006
2023-05-15 2023-03-31 13F WALMART COM 931142103 3,117 0 0.00 460 0.0941
2023-02-14 2022-12-31 13F WALMART COM 931142103 3,117 0 0.00 0 -100.00 0.0949
2022-11-14 2022-09-30 13F WALMART COM 931142103 3,117 4 0.13 404 6.88 0.0992
2022-08-15 2022-06-30 13F WALMART COM 931142103 3,113 10 0.32 378 -18.18 0.0906
2022-05-16 2022-03-31 13F WALMART COM 931142103 3,103 -34 -1.08 462 1.76 0.1168
2022-02-14 2021-12-31 13F WALMART COM 931142103 3,137 425 15.67 454 20.11 0.1140
2021-11-15 2021-09-30 13F WALMART COM 931142103 2,712 -12 -0.44 378 -1.56 0.1057
2021-08-16 2021-06-30 13F WALMART COM 931142103 2,724 0 0.00 384 3.78 0.1056
2021-05-17 2021-03-31 13F WALMART COM 931142103 2,724 12 0.44 370 -5.37 0.1069
2021-02-16 2020-12-31 13F WALMART COM 931142103 2,712 506 22.94 391 26.54 0.1202
2020-11-13 2020-09-30 13F WALMART COM 931142103 2,206 -1 -0.05 309 17.05 0.1160
2020-08-13 2020-06-30 13F WALMART COM 931142103 2,207 77 3.62 264 9.09 0.0885
2020-05-14 2020-03-31 13F WALMART COM 931142103 2,130 384 21.99 242 16.91 0.1005
2020-02-18 2019-12-31 13F WALMART COM 931142103 1,746 14 0.81 207 0.49 0.0705
2019-11-12 2019-09-30 13F WALMART COM 931142103 1,732 1,732 206 0.0792
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.