Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionPrincipal Financial Group Inc
Latest Disclosed Ownership5,928,783 shares
Latest Disclosed Value $ 736,829,152
Principal Financial Group Inc reports 4.02% decrease in ownership of WMT / Walmart Inc.

On May 4, 2026 - Principal Financial Group Inc filed a 13F-HR form disclosing ownership of 5,928,783 shares of Walmart Inc. (MX:WMT) valued at $736,829,152 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 2, 2026 disclosing 6,176,874 shares of Walmart Inc.. This represents a change in shares of -4.02% 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)
2026-05-04 2026-03-31 13F WALMART COM 931142103 5,928,783 -248,091 -4.02 736,829 7.07 0.3935
2026-02-02 2025-12-31 13F WALMART COM 931142103 6,176,874 96,134 1.58 688,166 9.81 0.3513
2025-11-04 2025-09-30 13F WALMART COM 931142103 6,080,740 -109,909 -1.78 626,681 3.53 0.3161
2025-08-08 2025-06-30 13F WALMART COM 931142103 6,190,649 236,995 3.98 605,322 15.81 0.3200
2025-04-28 2025-03-31 13F WALMART COM 931142103 5,953,654 -151,291 -2.48 522,671 -5.24 0.2933
2025-01-31 2024-12-31 13F WALMART COM 931142103 6,104,945 -130,559 -2.09 551,582 9.55 0.3007
2024-10-31 2024-09-30 13F WALMART COM 931142103 6,235,504 809,352 14.92 503,517 37.05 0.2774
2024-07-29 2024-06-30 13F WALMART COM 931142103 5,426,152 -73,358 -1.33 367,405 11.03 0.2182
2024-04-29 2024-03-31 13F WALMART COM 931142103 5,499,510 3,683,704 202.87 330,906 15.60 0.1945
2024-02-07 2023-12-31 13F WALMART COM 931142103 1,815,806 18,215 1.01 286,262 -0.43 0.1825
2023-11-02 2023-09-30 13F WALMART COM 931142103 1,797,591 30,444 1.72 287,489 3.50 0.2066
2023-08-07 2023-06-30 13F WALMART COM 931142103 1,767,147 22,504 1.29 277,760 7.97 0.1898
2023-05-09 2023-03-31 13F WALMART COM 931142103 1,744,643 14,825 0.86 257,248 4.88 0.1839
2023-02-09 2022-12-31 13F WALMART COM 931142103 1,729,818 -76,357 -4.23 245,271 4.70 0.1847
2022-11-09 2022-09-30 13F WALMART COM 931142103 1,806,175 2,054 0.11 234,261 6.80 0.1862
2022-08-10 2022-06-30 13F WALMART COM 931142103 1,804,121 1,727,727 2,261.60 219,346 1,828.15 0.1623
2022-05-09 2022-03-31 13F WALMART COM 931142103 76,394 -1,997,419 -96.32 11,376 -96.21 0.0045
2022-05-09 2022-03-31 13F WALMART COM 931142103 2,010,669 299,429
2022-02-09 2021-12-31 13F WALMART COM 931142103 2,073,813 54,998 2.72 300,060 6.64 0.1791
2021-11-09 2021-09-30 13F WALMART COM 931142103 2,018,815 53,919 2.74 281,382 1.55 0.1835
2021-08-10 2021-06-30 13F WALMART COM 931142103 1,964,896 36,361 1.89 277,090 5.78 0.1790
2021-05-10 2021-03-31 13F WALMART COM 931142103 1,928,535 -142,854 -6.90 261,953 -12.27 0.1848
2021-02-23 2020-12-31 13F/A-1 WALMART COM 931142103 2,071,389 -180,445 -8.01 298,591 -5.23 0.2212
2021-02-08 2020-12-31 13F WALMART COM 931142103 2,071,389 -180,445 298,591 117,470.3010
2020-11-06 2020-09-30 13F WALMART COM 931142103 2,251,834 -171,587 -7.08 315,054 8.54 0.2651
2020-08-05 2020-06-30 13F WALMART COM 931142103 2,423,421 209,933 9.48 290,277 15.42 0.2574
2020-05-12 2020-03-31 13F WALMART COM 931142103 2,213,488 -34,878 -1.55 251,497 -5.88 0.2784
2020-02-05 2019-12-31 13F WALMART COM 931142103 2,248,366 -249,962 -10.01 267,196 -9.88 0.2226
2019-11-13 2019-09-30 13F WALMART COM 931142103 2,498,328 -27,048 -1.07 296,502 6.26 0.2614
2019-08-12 2019-06-30 13F WALMART COM 931142103 2,525,376 286,673 12.81 279,029 27.80 0.2509
2019-05-10 2019-03-31 13F WALMART COM 931142103 2,238,703 -18,885 -0.84 218,341 3.83 0.2034
2019-02-14 2018-12-31 13F WALMART COM 931142103 2,257,588 -296,008 -11.59 210,294 -12.31 0.2241
2018-11-14 2018-09-30 13F WALMART COM 931142103 2,553,596 -40,733 -1.57 239,808 7.92 0.2113
2018-08-13 2018-06-30 13F WALMART COM 931142103 2,594,329 -65,227 -2.45 222,205 -6.09 0.2042
2018-05-14 2018-03-31 13F WALMART COM 931142103 2,659,556 -431,441 -13.96 236,621 -22.48 0.2274
2018-02-12 2017-12-31 13F WAL-MART STORES COM 931142103 3,090,997 -669,275 -17.80 305,236 3.88 0.2810
2017-11-02 2017-09-30 13F WAL-MART STORES COM 931142103 3,760,272 -406,764 -9.76 293,828 -6.83 0.2849
2017-08-08 2017-06-30 13F WAL-MART STORES COM 931142103 4,167,036 -56,190 -1.33 315,361 3.60 0.3161
2017-05-11 2017-03-31 13F WAL-MART STORES COM 931142103 4,223,226 -303,628 -6.71 304,410 -2.71 0.3663
2017-02-13 2016-12-31 13F WAL-MART STORES COM 931142103 4,526,854 523,045 13.06 312,897 8.36 0.3969
2016-11-10 2016-09-30 13F WAL-MART STORES COM 931142103 4,003,809 491,732 14.00 288,754 12.60 0.3814
2016-08-09 2016-06-30 13F WAL-MART STORES COM 931142103 3,512,077 98,695 2.89 256,452 9.70 0.3577
2016-05-10 2016-03-31 13F WAL-MART STORES COM 931142103 3,413,382 1,331,176 63.93 233,782 83.16 0.3394
2016-02-09 2015-12-31 13F WAL-MART STORES COM 931142103 2,082,206 -1,257,932 -37.66 127,639 -41.06 0.1896
2015-11-12 2015-09-30 13F/A-1 WAL-MART STORES COM 931142103 3,340,138 124,280 3.86 216,575 -5.05 0.3403
2015-11-09 2015-09-30 13F WAL-MART STORES COM 931142103 3,340,138 216,575
2015-08-10 2015-06-30 13F WAL-MART STORES COM 931142103 3,215,858 228,937 7.66 228,101 -7.15 0.3402
2015-05-14 2015-03-31 13F/A-1 WAL-MART STORES COM 931142103 2,986,921 336,808 12.71 245,677 7.95 0.3660
2015-05-12 2015-03-31 13F WAL-MART STORES COM 931142103 2,986,921 245,675
2015-02-12 2014-12-31 13F WAL-MART STORES COM 931142103 2,650,113 -147,746 -5.28 227,592 6.38 0.3536
2014-11-13 2014-09-30 13F WAL-MART STORES COM 931142103 2,797,859 -929,504 -24.94 213,952 -23.54 0.3630
2014-08-12 2014-06-30 13F WAL-MART STORES COM 931142103 3,727,363 65,241 1.78 279,814 -0.03 0.4705
2014-05-13 2014-03-31 13F WAL-MART STORES COM 931142103 3,662,122 17,330 0.48 279,896 -2.41 0.4993
2014-02-12 2013-12-31 13F WAL-MART STORES COM 931142103 3,644,792 65,304 1.82 286,809 8.34 0.5353
2013-11-05 2013-09-30 13F WAL-MART STORES COM 931142103 3,579,488 -206,448 -5.45 264,740 -6.13 0.5468
2013-08-12 2013-06-30 13F WAL-MART STORES COM 931142103 3,785,936 3,785,936 282,015 0.6247
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.