沃爾瑪公司
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionWealthPLAN Partners, LLC
Latest Disclosed Ownership40,210 shares
Latest Disclosed Value $ 4,997,325
WealthPLAN Partners, LLC reports 38.16% decrease in ownership of WMT / Walmart Inc.

On April 29, 2026 - WealthPLAN Partners, LLC filed a 13F-HR form disclosing ownership of 40,210 shares of Walmart Inc. (MX:WMT) valued at $4,997,325 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 12, 2026 disclosing 65,022 shares of Walmart Inc.. This represents a change in shares of -38.16% 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)
2026-04-29 2026-03-31 13F WALMART COM 931142103 40,210 -24,812 -38.16 4,997 -31.02 0.8146
2026-02-12 2025-12-31 13F WALMART COM 931142103 65,022 -4,773 -6.84 7,244 0.71 1.0822
2025-10-27 2025-09-30 13F WALMART COM 931142103 69,795 -306 -0.44 7,193 4.95 1.0782
2025-07-28 2025-06-30 13F WALMART COM 931142103 70,101 -22,880 -24.61 6,854 -16.03 1.1031
2025-05-12 2025-03-31 13F WALMART COM 931142103 92,981 -1,125 -1.20 8,163 -4.00 1.1507
2025-01-30 2024-12-31 13F WALMART COM 931142103 94,106 -451 -0.48 8,503 11.36 1.2061
2024-11-05 2024-09-30 13F WALMART COM 931142103 94,557 -27,381 -22.45 7,636 -7.52 1.0252
2024-08-09 2024-06-30 13F WALMART COM 931142103 121,938 4,105 3.48 8,256 16.45 0.8865
2024-05-07 2024-03-31 13F WALMART COM 931142103 117,833 73,803 167.62 7,090 2.15 0.7341
2024-01-05 2023-12-31 13F WALMART COM 931142103 44,030 -1,581 -3.47 6,941 -4.84 0.7135
2023-11-02 2023-09-30 13F WALMART COM 931142103 45,611 36,730 413.58 7,295 422.87 0.8477
2023-07-31 2023-06-30 13F Walmart Stock/ETF 931142103 8,881 -623 -6.56 1,396 -0.43 0.1974
2023-05-10 2023-03-31 13F Walmart Stock/ETF 931142103 9,504 -210 -2.16 1,401 -0.85 0.1594
2023-02-16 2022-12-31 13F WALMART COM 931142103 9,714 1,580 19.42 1,413 13.59 0.0987
2022-05-03 2022-03-31 13F WALMART COM 931142103 8,134 -1,310 -13.87 1,244 -5.76 0.0863
2022-02-01 2021-12-31 13F WALMART COM 931142103 9,444 -185 -1.92 1,320 -1.05 0.0870
2021-12-09 2021-09-30 13F WALMART COM 931142103 9,629 -326 -3.27 1,334 -10.65 0.0887
2021-08-19 2021-06-30 13F WALMART COM 931142103 9,955 -1,296 -11.52 1,493 -5.69 0.1051
2021-05-11 2021-03-31 13F WALMART COM 931142103 11,251 -2,780 -19.81 1,583 -20.85 0.1228
2021-02-09 2020-12-31 13F WALMART COM 931142103 14,031 -386 -2.68 2,000 -6.41 0.1700
2020-12-18 2020-09-30 13F WALMART COM 931142103 14,417 -3,965 -21.57 2,137 -11.80 0.2083
2020-08-19 2020-06-30 13F WALMART COM 931142103 18,382 306 1.69 2,423 8.61 0.2509
2020-05-15 2020-03-31 13F WALMART COM 931142103 18,076 7,231 66.68 2,231 77.49 0.2895
2020-02-14 2019-12-31 13F WALMART COM 931142103 10,845 -531 -4.67 1,257 -8.65 0.1484
2019-11-15 2019-09-30 13F WALMART COM 931142103 11,376 -1,780 -13.53 1,376 -2.62 0.1881
2019-08-19 2019-06-30 13F WALMART COM 931142103 13,156 -34,181 -72.21 1,413 -70.11 0.2127
2019-05-16 2019-03-31 13F WALMART COM 931142103 47,337 4,379 10.19 4,728 10.08 0.7381
2019-02-20 2018-12-31 13F WALMART COM 931142103 42,958 3,164 7.95 4,295 14.63 0.6908
2018-11-21 2018-09-30 13F WALMART COM 931142103 39,794 1,846 4.86 3,747 15.29 0.6840
2018-08-16 2018-06-30 13F WALMART COM 931142103 37,948 8,795 30.17 3,250 25.29 0.6662
2018-05-15 2018-03-31 13F WALMART COM 931142103 29,153 7,750 36.21 2,594 22.71 0.5692
2018-02-16 2017-12-31 13F WAL-MART STORES COM 931142103 21,403 1,116 5.50 2,114 33.38 0.5660
2017-11-14 2017-09-30 13F WAL-MART STORES COM 931142103 20,287 2,251 12.48 1,585 16.12 0.4447
2017-08-11 2017-06-30 13F WAL-MART STORES COM 931142103 18,036 17,471 3,092.21 1,365 3,312.50 0.3921
2017-04-19 2017-03-31 13F WAL-MART STORES Common Stock 931142103 565 -7,614 -93.09 40 -93.17 0.1407
2016-12-09 2016-09-30 13F WAL-MART STORES Common Stock/Common Stocks, Annuities, Real Estate, Oil & Gas, Gold Coins, Miscellaneous Description Securities. 931142103 8,179 -7,644 -48.31 587 -6.09 0.1911
2016-08-08 2016-06-30 13F Walmart Stores Common Stock 931142103 15,823 -15,295 -49.15 625 -8.64 0.0802
2016-03-24 2015-12-31 13F WAL-MART STORES COM 931142103 31,118 30,127 3,040.06 683 875.71 0.1110
2015-08-10 2015-06-30 13F WAL-MART STORES COM 931142103 991 398 67.12 70 42.86 0.0306
2015-05-04 2015-03-31 13F Walmart Stores Common Stock 931142103 593 593 49 0.0228
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.