Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionGradient Investments LLC
Latest Disclosed Ownership383,098 shares
Latest Disclosed Value $ 47,611,361
Gradient Investments LLC reports 6.22% decrease in ownership of WMT / Walmart Inc.

On April 13, 2026 - Gradient Investments LLC filed a 13F-HR form disclosing ownership of 383,098 shares of Walmart Inc. (MX:WMT) valued at $47,611,361 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 8, 2026 disclosing 408,514 shares of Walmart Inc.. This represents a change in shares of -6.22% 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)
2026-04-13 2026-03-31 13F WALMART COM 931142103 383,098 -25,416 -6.22 47,611 4.61 0.7376
2026-01-08 2025-12-31 13F WALMART COM 931142103 408,514 -12,183 -2.90 45,513 4.97 0.7224
2025-10-06 2025-09-30 13F WALMART COM 931142103 420,697 23,995 6.05 43,357 11.78 0.7239
2025-07-08 2025-06-30 13F WALMART COM 931142103 396,702 -11,227 -2.75 38,789 8.31 0.7091
2025-04-09 2025-03-31 13F WALMART COM 931142103 407,929 51,647 14.50 35,812 11.25 0.7224
2025-01-21 2024-12-31 13F WALMART COM 931142103 356,282 -37,231 -9.46 32,190 1.30 0.6519
2024-10-15 2024-09-30 13F WALMART COM 931142103 393,513 -9,087 -2.26 31,776 16.57 0.6622
2024-07-18 2024-06-30 13F WALMART COM 931142103 402,600 20,225 5.29 27,260 18.49 0.6122
2024-04-23 2024-03-31 13F WALMART COM 931142103 382,375 266,277 229.36 23,007 25.71 0.5336
2024-01-18 2023-12-31 13F WALMART COM 931142103 116,098 12,090 11.62 18,303 10.03 0.4426
2023-10-27 2023-09-30 13F WALMART COM 931142103 104,008 7,725 8.02 16,634 9.91 0.4391
2023-07-11 2023-06-30 13F WALMART COM 931142103 96,283 1,503 1.59 15,134 8.29 0.3897
2023-04-17 2023-03-31 13F WALMART COM 931142103 94,780 23,677 33.30 13,975 38.63 0.3810
2023-01-10 2022-12-31 13F WALMART COM 931142103 71,103 -108,142 -60.33 10,082 -56.64 0.3178
2022-10-14 2022-09-30 13F WALMART COM 931142103 179,245 3,245 1.84 23,248 8.65 0.7111
2022-07-11 2022-06-30 13F WALMART COM 931142103 176,000 -12,369 -6.57 21,398 -23.72 0.6247
2022-05-26 2022-03-31 13F WALMART COM 931142103 188,369 -390 -0.21 28,052 2.71 0.7206
2022-01-12 2021-12-31 13F WALMART COM 931142103 188,759 11,189 6.30 27,312 10.35 0.6924
2021-10-18 2021-09-30 13F WALMART COM 931142103 177,570 41,299 30.31 24,750 28.79 0.6934
2021-07-12 2021-06-30 13F WALMART COM 931142103 136,271 5,530 4.23 19,217 8.21 0.5623
2021-04-21 2021-03-31 13F WALMART COM 931142103 130,741 25,910 24.72 17,759 21.08 0.5774
2021-01-08 2020-12-31 13F WALMART COM 931142103 104,831 -1,216 -1.15 14,667 -1.15 0.6225
2020-10-06 2020-09-30 13F WALMART COM 931142103 106,047 5,288 5.25 14,837 22.93 0.6231
2020-07-10 2020-06-30 13F WALMART COM 931142103 100,759 -14,282 -12.41 12,069 -7.67 0.5503
2020-04-07 2020-03-31 13F WALMART COM 931142103 115,041 91,834 395.72 13,071 373.93 0.7043
2020-01-15 2019-12-31 13F WALMART COM 931142103 23,207 3,764 19.36 2,758 19.50 0.1228
2019-10-10 2019-09-30 13F WALMART COM 931142103 19,443 4,534 30.41 2,308 40.13 0.1131
2019-07-16 2019-06-30 13F WALMART COM 931142103 14,909 10,261 220.76 1,647 263.58 0.0845
2019-04-11 2019-03-31 13F WALMART COM 931142103 4,648 1,627 53.86 453 61.21 0.0293
2019-01-18 2018-12-31 13F WALMART COM 931142103 3,021 1,168 63.03 281 61.49 0.0169
2018-10-11 2018-09-30 13F WALMART COM 931142103 1,853 -201 -9.79 174 -1.14 0.0089
2018-08-09 2018-06-30 13F WALMART COM 931142103 2,054 205 11.09 176 6.67 0.0094
2018-04-10 2018-03-31 13F WALMART COM 931142103 1,849 277 17.62 165 6.45 0.0089
2018-02-07 2017-12-31 13F WAL-MART STORES COM 931142103 1,572 1,572 155 0.0090
2017-10-16 2017-09-30 13F WAL-MART STORES COM 931142103 0 -1,159 -100.00 0 -100.00
2017-07-19 2017-06-30 13F WAL-MART STORES COM 931142103 1,159 30 2.66 88 8.64 0.0062
2017-04-11 2017-03-31 13F WAL-MART STORES COM 931142103 1,129 645 133.26 81 145.45 0.0062
2017-01-17 2016-12-31 13F WAL-MART STORES COM 931142103 484 -6 -1.22 33 -5.71 0.0029
2016-10-11 2016-09-30 13F WAL-MART STORES COM 931142103 490 111 29.29 35 25.00 0.0034
2016-07-14 2016-06-30 13F WAL-MART STORES COM 931142103 379 -985 -72.21 28 -69.89 0.0030
2016-04-13 2016-03-31 13F WAL-MART STORES COM 931142103 1,364 -16 -1.16 93 9.41 0.0115
2016-01-19 2015-12-31 13F WAL-MART STORES COM 931142103 1,380 -373 -21.28 85 -25.44 0.0113
2015-10-14 2015-09-30 13F WAL-MART STORES COM 931142103 1,753 51 3.00 114 -5.79 0.0162
2015-08-25 2015-06-30 13F WAL-MART STORES COM 931142103 1,702 151 9.74 121 -5.47 0.0166
2015-04-10 2015-03-31 13F WAL-MART STORES COM 931142103 1,551 312 25.18 128 20.75 0.0191
2015-01-15 2014-12-31 13F WAL-MART STORES COM 931142103 1,239 34 2.82 106 15.22 0.0175
2014-10-14 2014-09-30 13F WAL-MART STORES COM 931142103 1,205 211 21.23 92 22.67 0.0166
2014-07-11 2014-06-30 13F WAL-MART STORES COM 931142103 994 -60 -5.69 75 -7.41 0.0361
2014-04-11 2014-03-31 13F WAL-MART STORES COM 931142103 1,054 110 11.65 81 9.46 0.0187
2014-01-13 2013-12-31 13F WAL-MART STORES COM 931142103 944 24 2.61 74 8.82 0.0197
2013-10-15 2013-09-30 13F WAL-MART STORES COM 931142103 920 0 0.00 68 -1.45 0.0214
2013-07-19 2013-06-30 13F WAL-MART STORES COM 931142103 920 920 69 0.0259
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.