Walmart Inc.
US ˙ NasdaqGS ˙ US9311421039

SecurityWMT / Walmart Inc.
InstitutionFirst Foundation Advisors
Latest Disclosed Ownership51,137 shares
Latest Disclosed Value $ 6,355,294
First Foundation Advisors reports 2.20% increase in ownership of WMT / Walmart Inc.

On May 4, 2026 - First Foundation Advisors filed a 13F-HR form disclosing ownership of 51,137 shares of Walmart Inc. (US:WMT) valued at $6,355,306 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 4, 2026 disclosing 50,035 shares of Walmart Inc.. This represents a change in shares of 2.20% during the quarter. The current value of the position is $5,977,404 USD.

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 51,137 1,102 2.20 6,355 14.01 0.2559
2026-02-04 2025-12-31 13F WALMART COM 931142103 50,035 14,320 40.10 5,574 51.47 0.2100
2025-11-17 2025-09-30 13F WALMART COM 931142103 35,715 13,372 59.85 3,681 68.50 0.1360
2025-08-14 2025-06-30 13F WALMART COM 931142103 22,343 3,080 15.99 2,185 29.15 0.0810
2025-05-08 2025-03-31 13F WALMART COM 931142103 19,263 -1,567 -7.52 1,691 -10.10 0.0688
2025-02-13 2024-12-31 13F WALMART COM 931142103 20,830 -634 -2.95 1,882 8.54 0.0708
2024-11-14 2024-09-30 13F WALMART COM 931142103 21,464 173 0.81 1,733 20.26 0.0653
2024-08-06 2024-06-30 13F WALMART COM 931142103 21,291 -1,072 -4.79 1,442 7.14 0.0551
2024-05-10 2024-03-31 13F WALMART COM 931142103 22,363 15,391 220.75 1,346 22.38 0.0538
2024-02-14 2023-12-31 13F WALMART COM 931142103 6,972 -7,304 -51.16 1,099 -51.86 0.0501
2023-11-15 2023-09-30 13F WALMART COM 931142103 14,276 86 0.61 2,283 2.38 0.1067
2023-08-14 2023-06-30 13F WALMART COM 931142103 14,190 1,815 14.67 2,230 22.26 0.0964
2023-05-12 2023-03-31 13F WALMART COM 931142103 12,375 2,199 21.61 1,825 26.49 0.0839
2023-02-14 2022-12-31 13F WALMART COM 931142103 10,176 1,086 11.95 1,443 22.31 0.0691
2022-11-14 2022-09-30 13F WALMART COM 931142103 9,090 -968 -9.62 1,179 -3.60 0.0577
2022-08-12 2022-06-30 13F WALMART COM 931142103 10,058 2,300 29.65 1,223 5.89 0.0540
2022-05-05 2022-03-31 13F WALMART COM 931142103 7,758 -18 -0.23 1,155 2.67 0.0417
2022-02-14 2021-12-31 13F WALMART COM 931142103 7,776 815 11.71 1,125 15.98 0.0387
2021-11-15 2021-09-30 13F WALMART COM 931142103 6,961 872 14.32 970 12.92 0.0362
2021-08-13 2021-06-30 13F WALMART COM 931142103 6,089 151 2.54 859 6.44 0.0331
2021-05-18 2021-03-31 13F WALMART COM 931142103 5,938 -3,309 -35.78 807 -39.46 0.0346
2021-02-16 2020-12-31 13F WALMART COM 931142103 9,247 -1,710 -15.61 1,333 -13.05 0.0591
2020-11-12 2020-09-30 13F Wal-Mart Stores COM 931142103 10,957 -198 -1.77 1,533 14.75 0.0711
2020-08-14 2020-06-30 13F Wal-Mart Stores COM 931142103 11,155 158 1.44 1,336 6.97 0.0689
2020-05-11 2020-03-31 13F Wal-Mart Stores COM 931142103 10,997 4,855 79.05 1,249 71.10 0.0765
2020-02-11 2019-12-31 13F Wal-Mart Stores COM 931142103 6,142 428 7.49 730 7.67 0.0361
2019-11-12 2019-09-30 13F Wal-Mart Stores COM 931142103 5,714 60 1.06 678 8.48 0.0362
2019-08-14 2019-06-30 13F Wal-Mart Stores COM 931142103 5,654 11 0.19 625 13.64 0.0350
2019-05-13 2019-03-31 13F Wal-Mart Stores COM 931142103 5,643 -627 -10.00 550 -5.82 0.0326
2019-02-14 2018-12-31 13F Wal-Mart Stores COM 931142103 6,270 52 0.84 584 0.00 0.0369
2018-11-13 2018-09-30 13F Wal-Mart Stores COM 931142103 6,218 9 0.14 584 9.77 0.0323
2018-08-14 2018-06-30 13F WALMART COM 931142103 6,209 -185 -2.89 532 -6.50 0.0313
2018-05-15 2018-03-31 13F Wal-Mart Stores COM 931142103 6,394 792 14.14 569 2.89 0.0317
2018-02-14 2017-12-31 13F Wal-Mart Stores COM 931142103 5,602 1,062 23.39 553 55.77 0.0298
2017-11-14 2017-09-30 13F Wal-Mart Stores COM 931142103 4,540 331 7.86 355 11.29 0.0201
2017-08-14 2017-06-30 13F Wal-Mart Stores COM 931142103 4,209 -2,911 -40.88 319 -37.82 0.0188
2017-05-05 2017-03-31 13F Wal-Mart Stores COM 931142103 7,120 -2,142 -23.13 513 -19.84 0.0317
2017-02-14 2016-12-31 13F Wal-Mart Stores COM 931142103 9,262 471 5.36 640 0.95 0.0419
2016-11-14 2016-09-30 13F Wal-Mart Stores COM 931142103 8,791 3,039 52.83 634 50.95 0.0438
2016-08-16 2016-06-30 13F Wal-Mart Stores COM 931142103 5,752 -195 -3.28 420 3.19 0.0301
2016-05-13 2016-03-31 13F Wal-Mart Stores COM 931142103 5,947 75 1.28 407 13.06 0.0296
2016-02-16 2015-12-31 13F Wal-Mart Stores COM 931142103 5,872 1,390 31.01 360 23.71 0.0246
2015-11-16 2015-09-30 13F Wal-Mart Stores COM 931142103 4,482 311 7.46 291 -1.69 0.0239
2015-08-13 2015-06-30 13F Wal-Mart Stores COM 931142103 4,171 -333 -7.39 296 -20.00 0.0235
2015-05-14 2015-03-31 13F Wal-Mart Stores COM 931142103 4,504 976 27.66 370 22.11 0.0309
2015-02-17 2014-12-31 13F Wal-Mart Stores COM 931142103 3,528 -1,247 -26.12 303 -16.99 0.0267
2014-11-14 2014-09-30 13F Wal-Mart Stores COM 931142103 4,775 1,416 42.16 365 44.84 0.0363
2014-08-15 2014-06-30 13F Wal-Mart Stores COM 931142103 3,359 -79 -2.30 252 -4.18 0.0275
2014-05-15 2014-03-31 13F Wal-Mart Stores COM 931142103 3,438 -876 -20.31 263 -22.42 0.0326
2014-02-14 2013-12-31 13F Wal-Mart Stores COM 931142103 4,314 535 14.16 339 21.51 0.0456
2013-11-15 2013-09-30 13F Wal-Mart Stores COM 931142103 3,779 3,779 279 0.0434
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.