Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionKelman-Lazarov, Inc.
Latest Disclosed Ownership12,877 shares
Latest Disclosed Value $ 1,600,408
Kelman-Lazarov, Inc. reports 4.66% increase in ownership of WMT / Walmart Inc.

On April 27, 2026 - Kelman-Lazarov, Inc. filed a 13F-HR form disclosing ownership of 12,877 shares of Walmart Inc. (MX:WMT) valued at $1,600,408 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 12,304 shares of Walmart Inc.. This represents a change in shares of 4.66% 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)
2026-04-27 2026-03-31 13F WALMART COM 931142103 12,877 573 4.66 1,600 16.79 0.2294
2026-01-26 2025-12-31 13F WALMART COM 931142103 12,304 233 1.93 1,371 10.13 0.1958
2025-11-12 2025-09-30 13F WALMART COM 931142103 12,071 622 5.43 1,244 11.17 0.1844
2025-07-29 2025-06-30 13F WALMART COM 931142103 11,449 182 1.62 1,119 13.14 0.1814
2025-05-06 2025-03-31 13F WALMART COM 931142103 11,267 20 0.18 989 -2.66 0.1796
2025-02-13 2024-12-31 13F WALMART COM 931142103 11,247 -43 -0.38 1,016 11.53 0.1829
2024-11-08 2024-09-30 13F WALMART COM 931142103 11,290 3 0.03 912 19.24 0.1569
2024-08-12 2024-06-30 13F WALMART COM 931142103 11,287 -560 -4.73 764 7.30 0.1425
2024-05-09 2024-03-31 13F WALMART COM 931142103 11,847 7,919 201.60 713 15.02 0.1393
2024-02-01 2023-12-31 13F WALMART COM 931142103 3,928 72 1.87 619 0.49 0.1341
2023-10-30 2023-09-30 13F WALMART COM 931142103 3,856 304 8.56 617 10.39 0.1458
2023-08-04 2023-06-30 13F WALMART COM 931142103 3,552 187 5.56 558 12.50 0.1342
2023-05-04 2023-03-31 13F WALMART COM 931142103 3,365 0 0.00 496 3.98 0.1288
2023-02-06 2022-12-31 13F WALMART COM 931142103 3,365 -223 -6.22 477 2.58 0.1343
2022-10-24 2022-09-30 13F WALMART COM 931142103 3,588 -1,398 -28.04 465 -23.27 0.1582
2022-08-08 2022-06-30 13F WALMART COM 931142103 4,986 11 0.22 606 -18.22 0.2048
2022-05-10 2022-03-31 13F WALMART COM 931142103 4,975 0 0.00 741 2.92 0.2465
2022-02-09 2021-12-31 13F WALMART COM 931142103 4,975 0 0.00 720 3.90 0.2317
2021-11-04 2021-09-30 13F WALMART COM 931142103 4,975 0 0.00 693 -1.28 0.2427
2021-08-10 2021-06-30 13F WALMART COM 931142103 4,975 -17 -0.34 702 3.54 0.2450
2021-05-07 2021-03-31 13F WALMART COM 931142103 4,992 0 0.00 678 -5.83 0.2416
2021-02-08 2020-12-31 13F WALMART COM 931142103 4,992 -188 -3.63 720 -0.69 0.2763
2020-11-12 2020-09-30 13F WALMART COM 931142103 5,180 0 0.00 725 16.94 0.3294
2020-07-29 2020-06-30 13F WALMART COM 931142103 5,180 0 0.00 620 5.26 0.2873
2020-04-27 2020-03-31 13F WALMART COM 931142103 5,180 -2,712 -34.36 589 -37.21 0.3156
2020-01-29 2019-12-31 13F WALMART COM 931142103 7,892 -452 -5.42 938 -5.25 0.4219
2019-10-15 2019-09-30 13F WALMART COM 931142103 8,344 -632 -7.04 990 -0.20 0.4879
2019-07-22 2019-06-30 13F WALMART COM 931142103 8,976 -1,949 -17.84 992 -6.94 0.5085
2019-05-08 2019-03-31 13F WALMART COM 931142103 10,925 -719 -6.17 1,066 -1.75 0.5621
2019-02-11 2018-12-31 13F WALMART COM 931142103 11,644 -1,848 -13.70 1,085 -14.36 0.6751
2018-11-14 2018-09-30 13F WALMART COM 931142103 13,492 -499 -3.57 1,267 5.76 0.7415
2018-08-03 2018-06-30 13F Wal Mart Stores COM 931142103 13,991 -701 -4.77 1,198 -8.34 0.6431
2018-05-08 2018-03-31 13F Wal Mart Stores COM 931142103 14,692 -3,705 -20.14 1,307 -28.07 0.7026
2018-06-25 2017-12-31 13F/A-1 Wal Mart Stores COM 931142103 18,397 1,771 10.65 1,817 39.88 0.9278
2018-01-23 2017-12-31 13F Wal Mart Stores COM 931142103 18,397 1,771 1,817 0.8701
2017-10-05 2017-09-30 13F Wal Mart Stores COM 931142103 16,626 340 2.09 1,299 5.35 0.6857
2017-07-24 2017-06-30 13F Wal Mart Stores COM 931142103 16,286 10,565 184.67 1,233 199.27 0.6762
2017-04-25 2017-03-31 13F Wal Mart Stores COM 931142103 5,721 0 0.00 412 4.30 0.2653
2017-01-17 2016-12-31 13F Wal Mart Stores WMT 931142103 5,721 -7,374 -56.31 395 -57.93 0.2231
2016-10-11 2016-09-30 13F Wal Mart Stores Equities 931142103 13,095 -375 -2.78 940 -4.18 0.5326
2016-07-14 2016-06-30 13F Wal Mart Stores Equities 931142103 13,470 -268 -1.95 981 3.27 0.5602
2016-04-19 2016-03-31 13F Wal Mart Stores COM 931142103 13,738 13,738 949 0.5553
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.