Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionMercer Global Advisors Inc /adv
Latest Disclosed Ownership1,876,855 shares
Latest Disclosed Value $ 233,255,522
Mercer Global Advisors Inc /adv reports 4.03% increase in ownership of WMT / Walmart Inc.

On May 15, 2026 - Mercer Global Advisors Inc /adv filed a 13F-HR form disclosing ownership of 1,876,855 shares of Walmart Inc. (MX:WMT) valued at $233,255,522 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 1,804,128 shares of Walmart Inc.. This represents a change in shares of 4.03% 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)
2026-05-15 2026-03-31 13F WALMART COM 931142103 1,876,855 72,727 4.03 233,256 15.52 0.3452
2026-02-17 2025-12-31 13F WALMART COM 931142103 1,804,128 44,492 2.53 201,909 11.34 0.3078
2025-11-14 2025-09-30 13F WALMART COM 931142103 1,759,636 147,051 9.12 181,348 15.01 0.3027
2025-08-14 2025-06-30 13F WALMART COM 931142103 1,612,585 64,667 4.18 157,678 16.03 0.3211
2025-05-15 2025-03-31 13F WALMART COM 931142103 1,547,918 17,968 1.17 135,895 -1.69 0.3117
2025-02-14 2024-12-31 13F WALMART COM 931142103 1,529,950 -770,744 -33.50 138,231 -26.07 0.3373
2024-11-14 2024-09-30 13F WALMART COM 931142103 2,300,694 85,704 3.87 186,970 24.67 0.4376
2024-08-12 2024-06-30 13F WALMART COM 931142103 2,214,990 65,048 3.03 149,977 116,161.24 0.4089
2024-05-15 2024-03-31 13F WALMART COM 931142103 2,149,942 1,471,901 217.08 129 21.70 0.3677
2024-02-15 2023-12-31 13F WALMART COM 931142103 678,041 235,031 53.05 107 51.43 0.3215
2023-11-15 2023-09-30 13F/A-1 WALMART COM 931142103 443,010 106,476 31.64 71 34.62 0.2691
2023-11-14 2023-09-30 13F WALMART COM 931142103 443,010 106,476 71 0.2690
2023-08-14 2023-06-30 13F WALMART COM 931142103 336,534 110,078 48.61 53 57.58 0.2100
2023-05-16 2023-03-31 13F WALMART COM 931142103 226,456 -23,773 -9.50 33 -5.71 0.1517
2023-02-09 2022-12-31 13F WALMART COM 931142103 250,229 18,019 7.76 35 -99.88 0.1777
2022-11-15 2022-09-30 13F WALMART COM 931142103 232,210 -13,367 -5.44 30,117 0.87 0.1787
2022-08-10 2022-06-30 13F WALMART COM 931142103 245,577 20,438 9.08 29,857 -10.95 0.1827
2022-05-10 2022-03-31 13F WALMART COM 931142103 225,139 -9,269 -3.95 33,528 -1.14 0.1975
2022-02-04 2021-12-31 13F WALMART COM 931142103 234,408 5,900 2.58 33,916 6.52 0.2094
2021-11-10 2021-09-30 13F WALMART COM 931142103 228,508 18,331 8.72 31,840 7.43 0.2224
2021-08-10 2021-06-30 13F WALMART COM 931142103 210,177 7,834 3.87 29,639 7.84 0.2280
2021-08-10 2021-03-31 13F/A-1 WALMART COM 931142103 202,343 10,092 5.25 27,484 -0.83 0.2500
2021-05-11 2021-03-31 13F WALMART COM 931142103 198,774 6,523 26,999 0.2585
2021-02-12 2020-12-31 13F WALMART COM 931142103 192,251 15,931 9.04 27,713 12.34 0.3461
2020-12-10 2020-09-30 13F WALMART COM 931142103 176,320 10,333 6.23 24,669 24.08 0.3711
2020-08-10 2020-06-30 13F WALMART COM 931142103 165,987 49,622 42.64 19,882 50.38 0.3610
2020-05-18 2020-03-31 13F WALMART COM 931142103 116,365 50,435 76.50 13,221 68.74 0.2910
2020-02-13 2019-12-31 13F WALMART INC COM COM 931142103 65,930 -885 -1.32 7,835 -1.19 0.1565
2019-11-12 2019-09-30 13F WALMART INC COM COM 931142103 66,815 2,496 3.88 7,929 11.57 0.1865
2019-08-14 2019-06-30 13F WALMART INC COM COM 931142103 64,319 3,766 6.22 7,107 20.34 0.1884
2019-04-23 2019-03-31 13F/A-1 WALMART INC COM COM 931142103 60,553 60,553 5,906 0.2124
2019-04-12 2019-03-31 13F WALMART INC COM COM 931142103 75,815 7,062 0.3763
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.