Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionWelch Group, LLC
Latest Disclosed Ownership49,889 shares
Latest Disclosed Value $ 6,200,193
Welch Group, LLC reports 1.99% decrease in ownership of WMT / Walmart Inc.

On April 21, 2026 - Welch Group, LLC filed a 13F-HR form disclosing ownership of 49,889 shares of Walmart Inc. (MX:WMT) valued at $6,200,193 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 50,903 shares of Walmart Inc.. This represents a change in shares of -1.99% 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)
2026-04-21 2026-03-31 13F WALMART COMMON 931142103 49,889 -1,014 -1.99 6,200 9.33 0.2329
2026-01-26 2025-12-31 13F WALMART COMMON STOCK 931142103 50,903 417 0.83 5,671 8.99 0.2186
2025-10-14 2025-09-30 13F WALMART COMMON 931142103 50,486 2,516 5.24 5,203 10.94 0.2031
2025-07-25 2025-06-30 13F WALMART COMMON 931142103 47,970 836 1.77 4,691 16.87 0.1960
2025-04-08 2025-03-31 13F WALMART COMMON 931142103 47,134 390 0.83 4,013 -5.20 0.1765
2025-01-27 2024-12-31 13F WALMART COMMON 931142103 46,744 -785 -1.65 4,234 10.32 0.1907
2024-10-24 2024-09-30 13F WALMART COMMON 931142103 47,529 3,537 8.04 3,838 28.84 0.1668
2024-07-17 2024-06-30 13F WALMART COMMON 931142103 43,992 1,085 2.53 2,979 15.38 0.1431
2024-04-09 2024-03-31 13F WALMART COMMON 931142103 42,907 28,840 205.02 2,582 16.42 0.1280
2024-01-23 2023-12-31 13F WALMART Common 931142103 14,067 6 0.04 2,218 -1.38 0.1194
2023-10-18 2023-09-30 13F WALMART Common 931142103 14,061 -114 -0.80 2,249 0.94 0.1332
2023-07-18 2023-06-30 13F WALMART Common 931142103 14,175 -599 -4.05 2,228 2.25 0.1277
2023-04-13 2023-03-31 13F WALMART Common 931142103 14,774 394 2.74 2,178 6.87 0.1266
2023-01-30 2022-12-31 13F WALMART Common 931142103 14,380 192 1.35 2,039 10.76 0.1166
2022-10-13 2022-09-30 13F WALMART COMMON 931142103 14,188 -447 -3.05 1,840 3.43 0.1198
2022-07-21 2022-06-30 13F WALMART COMMON 931142103 14,635 -91 -0.62 1,779 -18.88 0.1086
2022-04-29 2022-03-31 13F WALMART COMMON 931142103 14,726 720 5.14 2,193 8.19 0.1252
2022-01-26 2021-12-31 13F WALMART COMMON 931142103 14,006 -197 -1.39 2,027 2.37 0.1186
2021-11-05 2021-09-30 13F WALMART COMMON 931142103 14,203 888 6.67 1,980 5.43 0.1341
2021-07-21 2021-06-30 13F WALMART COMMON 931142103 13,315 -1,223 -8.41 1,878 -4.91 0.1280
2021-04-23 2021-03-31 13F WALMART COMMON 931142103 14,538 5,149 54.84 1,975 45.97 0.1422
2021-01-25 2020-12-31 13F WALMART Common 931142103 9,389 704 8.11 1,353 11.36 0.1085
2020-10-28 2020-09-30 13F WALMART Common 931142103 8,685 98 1.14 1,215 18.08 0.1061
2020-07-22 2020-06-30 13F WALMART Common 931142103 8,587 1,777 26.09 1,029 32.95 0.0961
2020-04-28 2020-03-31 13F WALMART Common 931142103 6,810 4,021 144.17 774 133.84 0.0826
2020-01-24 2019-12-31 13F Wal-Mart Stores Common 931142103 2,789 166 6.33 331 6.43 0.0326
2019-11-05 2019-09-30 13F Wal-Mart Stores Common 931142103 2,623 -361 -12.10 311 -5.76 0.0319
2019-07-11 2019-06-30 13F Wal-Mart Stores Common 931142103 2,984 -2,500 -45.59 330 -38.32 0.0352
2019-04-15 2019-03-31 13F Wal-Mart Stores Common 931142103 5,484 264 5.06 535 10.08 0.0589
2019-01-10 2018-12-31 13F Wal-Mart Stores Common 931142103 5,220 0 0.00 486 -0.82 0.0595
2018-11-01 2018-09-30 13F Wal-Mart Stores Common 931142103 5,220 6 0.12 490 9.62 0.0510
2018-07-30 2018-06-30 13F Wal-Mart Stores Common 931142103 5,214 0 0.00 447 -3.66 0.0557
2018-04-23 2018-03-31 13F Wal-Mart Stores Common 931142103 5,214 98 1.92 464 -8.12 0.0588
2018-02-01 2017-12-31 13F Wal-Mart Stores Common 931142103 5,116 242 4.97 505 32.55 0.0783
2017-11-07 2017-09-30 13F Wal-Mart Stores Common 931142103 4,874 -20 -0.41 381 2.97 0.0637
2017-08-07 2017-06-30 13F Wal-Mart Stores Common 931142103 4,894 -63 -1.27 370 3.64 0.0617
2017-05-01 2017-03-31 13F Wal-Mart Stores Common 931142103 4,957 -2,395 -32.58 357 -29.72 0.0672
2017-02-09 2016-12-31 13F Wal-Mart Stores Common 931142103 7,352 -7,105 -49.15 508 -51.29 0.0993
2016-10-28 2016-09-30 13F Wal-Mart Stores Common 931142103 14,457 12,856 803.00 1,043 791.45 0.2073
2016-07-27 2016-06-30 13F Wal-Mart Stores Common 931142103 1,601 -2,220 -58.10 117 -55.34 0.0238
2016-05-05 2016-03-31 13F Wal-Mart Stores Common 931142103 3,821 -19 -0.49 262 11.49 0.0437
2016-01-21 2015-12-31 13F Wal-Mart Stores Common 931142103 3,840 -400 -9.43 235 -14.55 0.0422
2015-10-23 2015-09-30 13F Wal-Mart Stores COM 931142103 4,240 281 7.10 275 -2.14 0.0532
2015-07-31 2015-06-30 13F Wal-Mart Stores Common 931142103 3,959 169 4.46 281 -9.94 0.0532
2015-04-29 2015-03-31 13F Wal-Mart Stores Common 931142103 3,790 8 0.21 312 -4.00 0.0573
2015-01-20 2014-12-31 13F Wal-Mart Stores Common 931142103 3,782 -226 -5.64 325 5.86 0.0627
2014-10-29 2014-09-30 13F Wal-Mart Stores Common 931142103 4,008 10 0.25 307 2.33 0.0635
2014-07-22 2014-06-30 13F Wal-Mart Stores Common 931142103 3,998 658 19.70 300 17.65 0.0621
2014-04-23 2014-03-31 13F Wal-Mart Stores COM 931142103 3,340 10 0.30 255 -2.67 0.0577
2014-02-07 2013-12-31 13F Wal-Mart Stores Common 931142103 3,330 0 0.00 262 6.50 0.0594
2013-10-04 2013-09-30 13F Wal-Mart Stores Common 931142103 3,330 11 0.33 246 -0.40 0.0605
2013-07-29 2013-06-30 13F Wal-Mart Stores Common 931142103 3,319 3,319 247 0.0641
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.