Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionLVW Advisors, LLC
Latest Disclosed Ownership22,384 shares
Latest Disclosed Value $ 2,781,932
LVW Advisors, LLC reports 1.99% increase in ownership of WMT / Walmart Inc.

On April 20, 2026 - LVW Advisors, LLC filed a 13F-HR form disclosing ownership of 22,384 shares of Walmart Inc. (MX:WMT) valued at $2,781,932 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 14, 2026 disclosing 21,947 shares of Walmart Inc.. This represents a change in shares of 1.99% 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)
2026-04-20 2026-03-31 13F WALMART COM 931142103 22,384 437 1.99 2,782 13.74 0.2650
2026-01-14 2025-12-31 13F WALMART COM 931142103 21,947 51 0.23 2,445 8.38 0.2478
2025-10-20 2025-09-30 13F WALMART COM 931142103 21,896 -825 -3.63 2,257 1.58 0.2305
2025-07-17 2025-06-30 13F WALMART COM 931142103 22,721 1,083 5.01 2,222 16.96 0.2424
2025-04-09 2025-03-31 13F WALMART COM 931142103 21,638 -2,009 -8.50 1,900 -11.10 0.2271
2025-01-16 2024-12-31 13F WALMART COM 931142103 23,647 -1,042 -4.22 2,136 7.18 0.2572
2024-10-09 2024-09-30 13F WALMART COM 931142103 24,689 -944 -3.68 1,994 14.87 0.2538
2024-07-15 2024-06-30 13F WALMART COM 931142103 25,633 1,037 4.22 1,736 17.31 0.2537
2024-04-18 2024-03-31 13F WALMART COM 931142103 24,596 18,738 319.87 1,480 60.24 0.2505
2024-01-16 2023-12-31 13F WALMART COM 931142103 5,858 1,665 39.71 923 37.76 0.1730
2023-10-11 2023-09-30 13F WALMART COM 931142103 4,193 1,429 51.70 671 54.38 0.1384
2023-07-14 2023-06-30 13F WALMART COM 931142103 2,764 13 0.47 434 7.16 0.0836
2023-05-03 2023-03-31 13F WALMART COM 931142103 2,751 763 38.38 406 44.13 0.0793
2023-01-19 2022-12-31 13F WALMART COM 931142103 1,988 -138 -6.49 282 1.81 0.0573
2022-10-14 2022-09-30 13F WALMART COM 931142103 2,126 -17,008 -88.89 276 -88.13 0.0617
2022-07-22 2022-06-30 13F WALMART COM 931142103 19,134 -10,463 -35.35 2,326 -47.22 0.4730
2022-05-02 2022-03-31 13F WALMART COM 931142103 29,597 263 0.90 4,407 3.84 0.7452
2022-01-26 2021-12-31 13F WALMART COM 931142103 29,334 -1,168 -3.83 4,244 -0.16 0.7230
2021-11-02 2021-09-30 13F WALMART COM 931142103 30,502 602 2.01 4,251 0.83 0.7322
2021-07-15 2021-06-30 13F WALMART COM 931142103 29,900 -1,184 -3.81 4,216 -0.14 0.7483
2021-04-19 2021-03-31 13F WALMART COM 931142103 31,084 283 0.92 4,222 -4.91 0.8109
2021-02-04 2020-12-31 13F WALMART COM 931142103 30,801 -2,753 -8.20 4,440 -5.41 0.8906
2020-10-29 2020-09-30 13F WALMART COM 931142103 33,554 -860 -2.50 4,694 13.88 1.0345
2020-08-11 2020-06-30 13F WALMART COM 931142103 34,414 2,337 7.29 4,122 13.09 0.9948
2020-04-23 2020-03-31 13F WALMART COM 931142103 32,077 1,174 3.80 3,645 -0.74 0.9702
2020-02-10 2019-12-31 13F WALMART COM 931142103 30,903 3,366 12.22 3,672 12.36 0.8313
2019-10-22 2019-09-30 13F WALMART COM 931142103 27,537 -3,685 -11.80 3,268 -5.28 0.8098
2019-08-14 2019-06-30 13F WALMART COM 931142103 31,222 -83 -0.27 3,450 13.00 0.9538
2019-05-03 2019-03-31 13F WALMART COM 931142103 31,305 -871 -2.71 3,053 1.87 0.8136
2019-02-05 2018-12-31 13F WALMART COM 931142103 32,176 876 2.80 2,997 1.97 1.0117
2018-11-02 2018-09-30 13F WALMART COM 931142103 31,300 403 1.30 2,939 11.07 0.8251
2018-07-31 2018-06-30 13F WALMART COM 931142103 30,897 2,698 9.57 2,646 5.46 0.8387
2018-04-20 2018-03-31 13F WALMART COM 931142103 28,199 -3,192 -10.17 2,509 -19.06 0.7787
2018-02-12 2017-12-31 13F WAL-MART STORES COM 931142103 31,391 -202 -0.64 3,100 25.56 0.9055
2017-11-09 2017-09-30 13F WAL-MART STORES COM 931142103 31,593 -319 -1.00 2,469 2.24 0.9804
2017-08-10 2017-06-30 13F WAL-MART STORES COM 931142103 31,912 -393 -1.22 2,415 3.69 0.8497
2017-05-11 2017-03-31 13F WAL-MART STORES COM 931142103 32,305 2,203 7.32 2,329 11.92 0.8347
2017-02-10 2016-12-31 13F WAL-MART STORES COM 931142103 30,102 1,271 4.41 2,081 0.10 0.7273
2016-11-14 2016-09-30 13F WAL-MART STORES COM 931142103 28,831 790 2.82 2,079 1.51 0.6814
2016-08-11 2016-06-30 13F WAL-MART STORES COM 931142103 28,041 917 3.38 2,048 10.23 0.7690
2016-05-11 2016-03-31 13F WAL-MART STORES COM 931142103 27,124 27,124 1,858 0.5936
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.