Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionPrivate Wealth Advisors, LLC
Latest Disclosed Ownership8,133 shares
Latest Disclosed Value $ 1,010,800
Private Wealth Advisors, LLC reports 0.89% decrease in ownership of WMT / Walmart Inc.

On May 13, 2026 - Private Wealth Advisors, LLC filed a 13F-HR form disclosing ownership of 8,133 shares of Walmart Inc. (MX:WMT) valued at $1,010,800 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 8,206 shares of Walmart Inc.. This represents a change in shares of -0.89% 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 8,133 -73 -0.89 1,011 10.50 0.2842
2026-02-06 2025-12-31 13F WALMART COM 931142103 8,206 -182 -2.17 914 5.79 0.2921
2025-12-01 2025-09-30 13F WALMART COM 931142103 8,388 -579 -6.46 864 -1.37 0.2907
2025-08-14 2025-06-30 13F WALMART COM 931142103 8,967 -187 -2.04 877 9.09 0.3218
2025-05-12 2025-03-31 13F WALMART COM 931142103 9,154 286 3.23 804 0.25 0.2906
2025-02-05 2024-12-31 13F WALMART COM 931142103 8,868 -120 -1.34 801 9.73 0.3142
2024-11-05 2024-09-30 13F WALMART COM 931142103 8,988 18 0.20 730 20.66 0.2798
2024-07-23 2024-06-30 13F WALMART COM 931142103 8,970 32 0.36 605 12.66 0.2331
2024-05-08 2024-03-31 13F WALMART COM 931142103 8,938 5,965 200.64 538 14.74 0.2189
2024-01-23 2023-12-31 13F WALMART COM 931142103 2,973 -272 -8.38 469 -9.65 0.1828
2023-10-19 2023-09-30 13F WALMART COM 931142103 3,245 -1 -0.03 519 1.57 0.2195
2023-07-20 2023-06-30 13F WALMART COM 931142103 3,246 -3 -0.09 510 6.47 0.2084
2023-04-25 2023-03-31 13F WALMART COM 931142103 3,249 -3 -0.09 479 3.90 0.2015
2023-02-13 2022-12-31 13F WALMART COM 931142103 3,252 -6 -0.18 461 8.98 0.1552
2022-11-14 2022-09-30 13F WALMART COM 931142103 3,258 2 0.06 423 0.00 0.1968
2022-08-15 2022-06-30 13F WALMART COM 931142103 3,256 -20 -0.61 423 -13.32 0.1563
2022-05-17 2022-03-31 13F WALMART COM 931142103 3,276 -6 -0.18 488 2.74 0.1557
2022-02-11 2021-12-31 13F WALMART COM 931142103 3,282 -214 -6.12 475 -6.31 0.1016
2021-12-03 2021-09-30 13F WALMART COM 931142103 3,496 9 0.26 507 3.05 0.1212
2021-07-29 2021-06-30 13F WALMART COM 931142103 3,487 18 0.52 492 4.46 0.1509
2021-05-17 2021-03-31 13F WALMART COM 931142103 3,469 -1,200 -25.70 471 -31.54 0.1596
2021-02-11 2020-12-31 13F WALMART COM 931142103 4,669 10 0.21 688 5.52 0.2377
2020-11-16 2020-09-30 13F WALMART COM 931142103 4,659 0 0.00 652 16.85 0.3376
2020-08-13 2020-06-30 13F WALMART COM 931142103 4,659 -26 -0.55 558 4.89 0.3887
2020-05-14 2020-03-31 13F WALMART COM 931142103 4,685 -836 -15.14 532 -18.90 0.4359
2020-02-12 2019-12-31 13F/A-1 WALMART COM 931142103 5,521 -125 -2.21 656 -2.09 0.3773
2020-01-31 2019-12-31 13F WALMART COM 931142103 5,528 -118 515 415,953.2194
2019-11-22 2019-09-30 13F WALMART COM 931142103 5,646 44 0.79 670 22.71 0.4365
2019-11-22 2019-06-30 13F WALMART COM 931142103 5,602 0 0.00 546 0.00 0.3718
2019-11-22 2019-03-31 13F WALMART COM 931142103 5,602 74 1.34 546 6.02 0.3718
2020-02-03 2018-12-31 13F WALMART COM 931142103 5,528 5,528 515 0.4160
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.