Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionRDA Financial Network
Latest Disclosed Ownership39,109 shares
Latest Disclosed Value $ 4,860,495
RDA Financial Network reports 42.50% increase in ownership of WMT / Walmart Inc.

On April 8, 2026 - RDA Financial Network filed a 13F-HR form disclosing ownership of 39,109 shares of Walmart Inc. (MX:WMT) valued at $4,860,495 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 6, 2026 disclosing 27,445 shares of Walmart Inc.. This represents a change in shares of 42.50% 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)
2026-04-08 2026-03-31 13F WALMART COM 931142103 39,109 11,664 42.50 4,860 58.98 1.2163
2026-01-06 2025-12-31 13F WALMART COM 931142103 27,445 228 0.84 3,058 8.98 0.7362
2025-10-08 2025-09-30 13F WALMART COM 931142103 27,217 2,536 10.28 2,805 16.25 0.6918
2025-07-07 2025-06-30 13F WALMART COM 931142103 24,681 -145 -0.58 2,413 10.74 0.6520
2025-04-14 2025-03-31 13F WALMART COM 931142103 24,826 -649 -2.55 2,180 -5.30 0.6499
2025-01-15 2024-12-31 13F WALMART COM 931142103 25,475 1,433 5.96 2,302 18.55 0.6711
2024-10-15 2024-09-30 13F WALMART COM 931142103 24,042 339 1.43 1,941 21.01 0.6023
2024-07-10 2024-06-30 13F WALMART COM 931142103 23,703 -21 -0.09 1,605 12.40 0.5259
2024-04-11 2024-03-31 13F WALMART COM 931142103 23,724 16,153 213.35 1,427 19.61 0.4892
2024-01-12 2023-12-31 13F WALMART COM 931142103 7,571 4,698 163.52 1,194 159.91 0.4523
2023-10-18 2023-09-30 13F WALMART COM 931142103 2,873 137 5.01 459 6.74 0.1989
2023-07-13 2023-06-30 13F WALMART COM 931142103 2,736 11 0.40 430 7.23 0.1808
2023-04-12 2023-03-31 13F WALMART COM 931142103 2,725 0 0.00 402 3.89 0.1833
2023-01-10 2022-12-31 13F WALMART COM 931142103 2,725 0 0.00 386 9.35 0.1943
2022-10-11 2022-09-30 13F WALMART COM 931142103 2,725 76 2.87 353 9.63 0.1927
2022-07-13 2022-06-30 13F WALMART COM 931142103 2,649 616 30.30 322 6.27 0.1625
2022-04-12 2022-03-31 13F WALMART COM 931142103 2,033 -191 -8.59 303 -5.90 0.1279
2022-01-31 2021-12-31 13F WALMART COM 931142103 2,224 30 1.37 322 5.23 0.1314
2021-10-29 2021-09-30 13F WALMART COM 931142103 2,194 -11 -0.50 306 -1.61 0.1348
2021-07-13 2021-06-30 13F WALMART COM 931142103 2,205 82 3.86 311 7.99 0.1373
2021-05-06 2021-03-31 13F WALMART COM 931142103 2,123 95 4.68 288 -1.37 0.1235
2021-02-05 2020-12-31 13F WALMART COM 931142103 2,028 170 9.15 292 12.31 0.1316
2020-10-13 2020-09-30 13F WALMART COM 931142103 1,858 1,858 260 0.1178
2020-04-06 2020-03-31 13F WALMART COM 931142103 0 -1,986 -100.00 0 -100.00
2020-01-30 2019-12-31 13F WALMART COM 931142103 1,986 0 0.00 230 -3.36 0.0936
2019-11-20 2019-09-30 13F WALMART COM 931142103 1,986 -50 -2.46 238 3.93 0.1016
2019-07-09 2019-06-30 13F WALMART COM 931142103 2,036 -49 -2.35 229 7.01 0.1031
2019-04-30 2019-03-31 13F WALMART COM 931142103 2,085 2,085 214 0.1010
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.