Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionOutlook Wealth Advisors, LLC
Latest Disclosed Ownership8,124 shares
Latest Disclosed Value $ 1,009,651
Outlook Wealth Advisors, LLC ownership in WMT / Walmart Inc.

On April 17, 2026 - Outlook Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 8,124 shares of Walmart Inc. (MX:WMT) valued at $1,009,651 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 11, 2026 disclosing 8,124 shares of Walmart Inc.. This represents a change in shares of 0.00% 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.

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)
2026-04-17 2026-03-31 13F WALMART COM 931142103 8,124 0 0.00 1,010 11.49 0.2444
2026-02-11 2025-12-31 13F WALMART COM 931142103 8,124 484 6.34 905 14.99 0.2047
2025-10-30 2025-09-30 13F WALMART COM 931142103 7,640 1,131 17.38 787 23.74 0.1962
2025-08-11 2025-06-30 13F WALMART COM 931142103 6,509 -81 -1.23 636 10.03 0.1637
2025-04-14 2025-03-31 13F WALMART COM 931142103 6,590 -8,468 -56.24 579 -57.50 0.1610
2025-01-14 2024-12-31 13F WALMART COM 931142103 15,058 268 1.81 1,360 13.90 0.3907
2024-10-23 2024-09-30 13F WALMART COM 931142103 14,790 9,065 158.34 1,194 208.53 0.3429
2024-07-18 2024-06-30 13F WALMART COM 931142103 5,725 37 0.65 388 13.16 0.1210
2024-04-22 2024-03-31 13F WALMART COM 931142103 5,688 3,746 192.89 342 11.76 0.1057
2024-01-29 2023-12-31 13F WALMART COM 931142103 1,942 -66 -3.29 306 -4.67 0.1071
2023-10-10 2023-09-30 13F WALMART COM 931142103 2,008 69 3.56 321 5.59 0.1226
2023-07-10 2023-06-30 13F WALMART COM 931142103 1,939 -4 -0.21 305 6.29 0.1152
2023-04-18 2023-03-31 13F WALMART COM 931142103 1,943 -46 -2.31 286 1.42 0.1274
2023-02-14 2022-12-31 13F WALMART COM 931142103 1,989 -62 -3.02 282 6.02 0.1339
2022-10-25 2022-09-30 13F WALMART COMMON STOCK 931142103 2,051 -33 -1.58 266 4.72 0.1193
2022-07-28 2022-06-30 13F WALMART COMMON STOCK 931142103 2,084 58 2.86 254 -15.89 0.1039
2022-07-28 2022-03-31 13F/A-1 WALMART Commom Stock 931142103 2,026 -6 -0.30 302 2.72 0.1010
2022-05-13 2022-03-31 13F WALMART COM 931142103 1,512 -520 225 0.0784
2022-01-21 2021-12-31 13F WalMart COMMON STOCK 931142103 2,032 -96 -4.51 294 -1.01 0.0864
2021-10-22 2021-09-30 13F WalMart COM 931142103 2,128 221 11.59 297 10.41 0.0971
2021-07-21 2021-06-30 13F WalMart COMMON STOCK 931142103 1,907 -298 -13.51 269 -10.33 0.0860
2021-05-04 2021-03-31 13F WalMart COM 931142103 2,205 443 25.14 300 18.11 0.1043
2021-02-04 2020-12-31 13F WalMart COMMON STOCK 931142103 1,762 -459 -20.67 254 -18.33 0.0925
2020-11-10 2020-09-30 13F WalMart COM 931142103 2,221 -263 -10.59 311 4.36 0.1236
2020-07-17 2020-06-30 13F WalMart COM 931142103 2,484 -129 -4.94 298 0.34 0.1263
2020-04-16 2020-03-31 13F WalMart COM 931142103 2,613 740 39.51 297 33.18 0.1677
2020-02-12 2019-12-31 13F WalMart COM 931142103 1,873 -559 -22.99 223 -22.84 0.1257
2019-10-17 2019-09-30 13F WalMart COM 931142103 2,432 281 13.06 289 21.43 0.1722
2019-08-15 2019-06-30 13F WalMart COM 931142103 2,151 2,151 238 0.1569
2019-05-06 2019-03-31 13F WalMart COM 931142103 0 -496 -100.00 0 -100.00
2019-02-13 2018-12-31 13F WalMart COM 931142103 496 496 462 0.2106
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.