Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionKimelman & Baird, LLC
Latest Disclosed Ownership1,709 shares
Latest Disclosed Value $ 212,395
Kimelman & Baird, LLC reports 33.00% increase in ownership of WMT / Walmart Inc.

On May 13, 2026 - Kimelman & Baird, LLC filed a 13F-HR form disclosing ownership of 1,709 shares of Walmart Inc. (MX:WMT) valued at $212,395 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 1,285 shares of Walmart Inc.. This represents a change in shares of 33.00% 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)
2026-05-13 2026-03-31 13F WALMART COM 931142103 1,709 424 33.00 212 48.25 0.0175
2026-02-06 2025-12-31 13F WALMART COM 931142103 1,285 -2,978 -69.86 143 -67.43 0.0110
2025-11-25 2025-09-30 13F WALMART COM 931142103 4,263 85 2.03 439 7.60 0.0343
2025-08-12 2025-06-30 13F WALMART COM 931142103 4,178 -207 -4.72 409 6.25 0.0333
2025-05-13 2025-03-31 13F WALMART COM 931142103 4,385 207 4.95 385 1.86 0.0327
2025-02-10 2024-12-31 13F WALMART COM 931142103 4,178 0 0.00 378 11.87 0.0300
2024-11-15 2024-09-30 13F WALMART COM 931142103 4,178 0 0.00 337 19.50 0.0269
2024-08-19 2024-06-30 13F WALMART COM 931142103 4,178 -211 -4.81 283 -54.44 0.0233
2021-08-17 2021-06-30 13F Wal Mart Stores cs 931142103 4,389 889 25.40 619 49.16 0.0552
2019-12-10 2019-09-30 13F Wal Mart Stores cs 931142103 3,500 0 0.00 415 7.24 0.0575
2019-11-22 2019-06-30 13F Wal Mart Stores cs 931142103 3,500 0 0.00 387 13.49 0.0538
2019-07-02 2019-03-31 13F Wal Mart Stores cs 931142103 3,500 0 0.00 341 4.60 0.0491
2019-02-15 2018-12-31 13F Wal Mart Stores cs 931142103 3,500 0 0.00 326 -0.91 0.0507
2019-01-30 2018-09-30 13F Wal Mart Stores cs 931142103 3,500 -1,000 -22.22 329 -14.55 0.0415
2019-01-24 2018-06-30 13F Wal Mart Stores cs 931142103 4,500 -1,000 -18.18 385 -29.10 0.0505
2018-03-06 2017-12-31 13F Wal Mart Stores cs 931142103 5,500 0 0.00 543 26.28 0.0772
2018-01-02 2017-09-30 13F Wal Mart Stores cs 931142103 5,500 0 0.00 430 3.37 0.0641
2017-08-22 2017-06-30 13F Wal Mart Stores COM 931142103 5,500 0 0.00 416 5.05 0.0630
2017-05-17 2017-03-31 13F Wal-Mart Stores COM 931142103 5,500 0 0.00 396 4.21 0.0603
2017-04-10 2016-12-31 13F Wal Mart Stores COM 931142103 5,500 -1,070 -16.29 380 -19.66 0.0637
2016-12-13 2016-09-30 13F Wal Mart Stores COM 931142103 6,570 0 0.00 473 -1.46 0.0832
2016-08-16 2016-06-30 13F Wal Mart Stores COM 931142103 6,570 -1,000 -13.21 480 -7.51 0.0877
2016-05-13 2016-03-31 13F Wal Mart Stores COM 931142103 7,570 0 0.00 519 11.85 0.0970
2016-02-12 2015-12-31 13F Wal Mart Stores COM 931142103 7,570 0 0.00 464 -13.59 0.0873
2015-08-12 2015-06-30 13F Wal Mart Stores cs 931142103 7,570 70 0.93 537 -12.97 0.0916
2015-05-12 2015-03-31 13F Wal Mart Stores cs 931142103 7,500 0 0.00 617 -4.34 0.1125
2015-02-12 2014-12-31 13F Wal Mart Stores cs 931142103 7,500 0 0.00 645 12.37 0.1162
2014-11-13 2014-09-30 13F Wal Mart Stores COM 931142103 7,500 -50 -0.66 574 1.41 0.1085
2014-08-14 2014-06-30 13F Wal Mart Stores cs 931142103 7,550 4,000 112.68 566 108.86 0.0996
2014-05-20 2014-03-31 13F Wal Mart Stores cs 931142103 3,550 0 0.00 271 -2.87 0.0505
2014-02-13 2013-12-31 13F Wal Mart Stores COM 931142103 3,550 -2,000 -36.04 279 -31.95 0.0534
2013-11-13 2013-09-30 13F Wal Mart Stores COM 931142103 5,550 -1,000 -15.27 410 -15.98 0.0819
2013-08-07 2013-06-30 13F Wal Mart Stores COM 931142103 6,550 6,550 488 0.1028
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.