沃爾瑪公司
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionLongView Wealth Management
Latest Disclosed Ownership15,782 shares
Latest Disclosed Value $ 1,973,479
LongView Wealth Management reports 21.98% decrease in ownership of WMT / Walmart Inc.

On April 15, 2026 - LongView Wealth Management filed a 13F-HR form disclosing ownership of 15,782 shares of Walmart Inc. (MX:WMT) valued at $1,973,479 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 13, 2026 disclosing 20,229 shares of Walmart Inc.. This represents a change in shares of -21.98% 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)
2026-04-15 2026-03-31 13F WALMART COM 931142103 15,782 -4,447 -21.98 1,973 -17.31 0.4958
2026-01-13 2025-12-31 13F WALMART COM 931142103 20,229 42 0.21 2,386 14.71 0.5763
2025-10-14 2025-09-30 13F WALMART COM 931142103 20,187 -50 -0.25 2,080 5.16 0.5637
2025-07-11 2025-06-30 13F WALMART COM 931142103 20,237 -1,189 -5.55 1,979 5.16 0.5991
2025-04-21 2025-03-31 13F WALMART COM 931142103 21,426 225 1.06 1,881 -1.78 0.5642
2025-01-15 2024-12-31 13F WALMART COM 931142103 21,201 -140 -0.66 1,916 11.14 0.5838
2024-10-09 2024-09-30 13F WALMART COM 931142103 21,341 977 4.80 1,723 25.04 0.5501
2024-07-22 2024-06-30 13F WALMART COM 931142103 20,364 4,882 31.53 1,379 48.01 0.5092
2024-04-16 2024-03-31 13F WALMART COM 931142103 15,482 10,436 206.82 932 15.94 0.3692
2024-01-10 2023-12-31 13F WALMART COM 931142103 5,046 5,046 804 0.3589
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.