Walmart Inc.
US ˙ NasdaqGS ˙ US9311421039

SecurityWMT / Walmart Inc.
InstitutionNikulski Financial, Inc.
Latest Disclosed Ownership33,571 shares
Latest Disclosed Value $ 4,173,594
Nikulski Financial, Inc. reports 7.43% decrease in ownership of WMT / Walmart Inc.

On May 15, 2026 - Nikulski Financial, Inc. filed a 13F-HR form disclosing ownership of 33,571 shares of Walmart Inc. (US:WMT) valued at $4,172,204 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 15, 2026 disclosing 36,266 shares of Walmart Inc.. This represents a change in shares of -7.43% during the quarter. The current value of the position is $3,924,114 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)
2026-05-15 2026-03-31 13F WALMART COM 931142103 33,571 -2,695 -7.43 4,174 3.27 1.0302
2026-01-15 2025-12-31 13F WALMART COM 931142103 36,266 1,533 4.41 4,042 12.91 0.9663
2025-11-05 2025-09-30 13F WALMART COM 931142103 34,733 225 0.65 3,580 6.08 0.8994
2025-08-15 2025-06-30 13F WALMART COM 931142103 34,508 484 1.42 3,374 12.99 0.9238
2025-05-01 2025-03-31 13F WALMART COM 931142103 34,024 -363 -1.06 2,987 -3.86 0.9029
2025-01-21 2024-12-31 13F WALMART COM 931142103 34,387 585 1.73 3,107 13.81 0.9134
2024-10-28 2024-09-30 13F WALMART COM 931142103 33,802 1,620 5.03 2,730 25.24 0.8170
2024-07-30 2024-06-30 13F WALMART COM 931142103 32,182 1,960 6.49 2,179 19.86 0.6933
2024-04-18 2024-03-31 13F WALMART COM 931142103 30,222 20,873 223.26 1,818 23.42 0.6031
2024-02-01 2023-12-31 13F WALMART COM 931142103 9,349 1,313 16.34 1,474 14.63 0.5396
2023-10-17 2023-09-30 13F WALMART COM 931142103 8,036 1,264 18.67 1,285 20.77 0.5318
2023-07-28 2023-06-30 13F WALMART COM 931142103 6,772 255 3.91 1,064 10.83 0.4401
2023-05-11 2023-03-31 13F WALMART COM 931142103 6,517 1,159 21.63 961 26.48 0.4246
2023-01-25 2022-12-31 13F WALMART COM 931142103 5,358 1,355 33.85 760 46.24 0.3622
2022-10-20 2022-09-30 13F WALMART COM 931142103 4,003 0 0.00 519 6.57 0.2686
2022-07-19 2022-06-30 13F WALMART COM 931142103 4,003 -120 -2.91 487 -20.68 0.2416
2022-04-08 2022-03-31 13F WALMART COM 931142103 4,123 915 28.52 614 32.33 0.2597
2022-02-01 2021-12-31 13F WALMART COM 931142103 3,208 475 17.38 464 21.78 0.1945
2021-11-05 2021-09-30 13F WALMART COM 931142103 2,733 520 23.50 381 22.12 0.1762
2021-08-11 2021-06-30 13F WALMART COM 931142103 2,213 131 6.29 312 10.25 0.1453
2021-05-14 2021-03-31 13F WALMART COM 931142103 2,082 94 4.73 283 -1.39 0.1451
2021-02-09 2020-12-31 13F/A-1 WALMART COM 931142103 1,988 529 36.26 287 40.69 0.1574
2021-02-04 2020-12-31 13F WALMART COM 931142103 1,459 0 204 129,360.3637
2020-11-10 2020-09-30 13F WALMART COM 931142103 1,459 1,459 204 0.1294
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.