Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionCRA Financial Services, LLC
Latest Disclosed Ownership15,966 shares
Latest Disclosed Value $ 1,984,313
CRA Financial Services, LLC reports 0.31% increase in ownership of WMT / Walmart Inc.

On April 9, 2026 - CRA Financial Services, LLC filed a 13F-HR form disclosing ownership of 15,966 shares of Walmart Inc. (MX:WMT) valued at $1,984,313 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 16, 2026 disclosing 15,916 shares of Walmart Inc.. This represents a change in shares of 0.31% 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.

Upgrade to unlock premium data and export to Excel .

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)
2026-04-09 2026-03-31 13F WALMART COM 931142103 15,966 50 0.31 1,984 11.90 0.2577
2026-01-16 2025-12-31 13F WALMART COM 931142103 15,916 46 0.29 1,773 8.44 0.2320
2025-10-16 2025-09-30 13F WALMART COM 931142103 15,870 262 1.68 1,636 7.14 0.2237
2025-07-14 2025-06-30 13F WALMART COM 931142103 15,608 487 3.22 1,526 15.00 0.2333
2025-04-16 2025-03-31 13F WALMART COM 931142103 15,121 -186 -1.22 1,327 -3.98 0.2271
2025-01-31 2024-12-31 13F WALMART COM 931142103 15,307 227 1.51 1,383 13.56 0.2373
2024-10-10 2024-09-30 13F WALMART COM 931142103 15,080 -619 -3.94 1,218 14.60 0.2234
2024-07-12 2024-06-30 13F WALMART COM 931142103 15,699 67 0.43 1,063 12.98 0.2145
2024-04-17 2024-03-31 13F WALMART COM 931142103 15,632 10,454 201.89 941 15.20 0.2043
2024-02-01 2023-12-31 13F WALMART COM 931142103 5,178 24 0.47 816 -0.97 0.1997
2023-10-13 2023-09-30 13F WALMART COM 931142103 5,154 1 0.02 824 1.85 0.2269
2023-07-11 2023-06-30 13F WALMART COM 931142103 5,153 347 7.22 810 14.27 0.2189
2023-04-06 2023-03-31 13F WALMART COM 931142103 4,806 76 1.61 709 5.67 0.2104
2023-01-24 2022-12-31 13F WALMART COM 931142103 4,730 -6 -0.13 671 9.12 0.2195
2022-10-24 2022-09-30 13F WALMART COM 931142103 4,736 -88 -1.82 614 4.60 0.2209
2022-07-21 2022-06-30 13F WALMART COM 931142103 4,824 -191 -3.81 587 -21.42 0.2012
2022-04-15 2022-03-31 13F WALMART COM 931142103 5,015 -39 -0.77 747 2.19 0.2247
2022-01-20 2021-12-31 13F WALMART COM 931142103 5,054 -102 -1.98 731 1.67 0.2173
2021-10-12 2021-09-30 13F WALMART COM 931142103 5,156 147 2.93 719 1.84 0.2433
2021-07-23 2021-06-30 13F WALMART COM 931142103 5,009 -48 -0.95 706 2.77 0.2455
2021-04-16 2021-03-31 13F WALMART COM 931142103 5,057 475 10.37 687 4.09 0.2658
2021-01-27 2020-12-31 13F WALMART COM 931142103 4,582 378 8.99 660 12.24 0.2774
2020-10-14 2020-09-30 13F WALMART COM 931142103 4,204 838 24.90 588 45.91 0.2810
2020-07-22 2020-06-30 13F WALMART COM 931142103 3,366 75 2.28 403 7.75 0.2128
2020-04-14 2020-03-31 13F WALMART COM 931142103 3,291 175 5.62 374 1.08 0.2394
2020-01-28 2019-12-31 13F WALMART COM 931142103 3,116 0 0.00 370 0.00 0.2019
2019-11-07 2019-09-30 13F WALMART COM 931142103 3,116 -380 -10.87 370 -4.15 0.2238
2019-07-24 2019-06-30 13F WALMART COM 931142103 3,496 -5 -0.14 386 13.20 0.2319
2019-04-15 2019-03-31 13F WALMART COM 931142103 3,501 -300 -7.89 341 -3.94 0.2222
2019-02-08 2018-12-31 13F WALMART COM 931142103 3,801 3,801 355 0.2562
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.