Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionCrown Wealth Group, LLC
Latest Disclosed Ownership11,864 shares
Latest Disclosed Value $ 1,474,475
Crown Wealth Group, LLC reports 4.41% increase in ownership of WMT / Walmart Inc.

On April 21, 2026 - Crown Wealth Group, LLC filed a 13F-HR form disclosing ownership of 11,864 shares of Walmart Inc. (MX:WMT) valued at $1,474,475 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 28, 2026 disclosing 11,363 shares of Walmart Inc.. This represents a change in shares of 4.41% 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)
2026-04-21 2026-03-31 13F WALMART COM 931142103 11,864 501 4.41 1,474 16.52 0.4331
2026-01-28 2025-12-31 13F WALMART COM 931142103 11,363 1,444 14.56 1,266 23.78 0.3537
2025-10-22 2025-09-30 13F WALMART COM 931142103 9,919 3,141 46.34 1,022 54.38 0.3071
2025-07-16 2025-06-30 13F WALMART COM 931142103 6,778 1,002 17.35 663 30.57 0.2490
2025-04-25 2025-03-31 13F WALMART COM 931142103 5,776 368 6.80 507 3.89 0.2630
2025-02-05 2024-12-31 13F WALMART COM 931142103 5,408 42 0.78 489 12.70 0.1987
2024-11-13 2024-09-30 13F WALMART COM 931142103 5,366 -57 -1.05 433 17.98 0.1884
2024-07-26 2024-06-30 13F WALMART COM 931142103 5,423 -134 -2.41 367 9.88 0.1834
2024-05-01 2024-03-31 13F WALMART COM 931142103 5,557 3,814 218.82 334 21.90 0.1723
2024-01-23 2023-12-31 13F WALMART COM 931142103 1,743 -140 -7.43 275 -8.97 0.1655
2023-10-25 2023-09-30 13F WALMART COM 931142103 1,883 1,883 301 0.2264
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.