沃爾瑪公司
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionSather Financial Group Inc
Latest Disclosed Ownership3,872 shares
Latest Disclosed Value $ 481,213
Sather Financial Group Inc reports 57.21% increase in ownership of WMT / Walmart Inc.

On April 29, 2026 - Sather Financial Group Inc filed a 13F-HR form disclosing ownership of 3,872 shares of Walmart Inc. (MX:WMT) valued at $481,213 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 2,463 shares of Walmart Inc.. This represents a change in shares of 57.21% 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 3,872 1,409 57.21 481 75.55 0.0260
2026-01-26 2025-12-31 13F WALMART COM 931142103 2,463 174 7.60 274 16.60 0.0148
2025-10-22 2025-09-30 13F WALMART COM 931142103 2,289 2,289 236 0.0128
2024-05-07 2024-03-31 13F WALMART COM 931142103 0 -93,079 -100.00 0 -100.00
2024-01-26 2023-12-31 13F WALMART COM 931142103 93,079 2 0.00 14,674 -1.42 1.0854
2023-10-19 2023-09-30 13F WALMART COM 931142103 93,077 42 0.05 14,886 1.79 1.2386
2023-07-20 2023-06-30 13F WALMART COM 931142103 93,035 0 0.00 14,623 6.60 1.1708
2023-04-18 2023-03-31 13F WALMART COM 931142103 93,035 0 0.00 13,718 4.00 1.1916
2023-01-20 2022-12-31 13F WALMART COM 931142103 93,035 93,035 13,191 1.0847
2020-08-05 2020-06-30 13F WALMART COM 931142103 0 -2,561 -100.00 0 -100.00
2020-05-11 2020-03-31 13F WALMART COM 931142103 2,561 -366 -12.50 290 -16.43 0.0567
2020-02-14 2019-12-31 13F WALMART COM 931142103 2,927 2,927 347 0.0544
2017-11-13 2017-09-30 13F WAL-MART STORES COM 931142103 0 -123,778 -100.00 0 -100.00
2017-08-15 2017-06-30 13F WAL-MART STORES COM 931142103 123,778 -4,342 -3.39 9,368 1.44 2.7027
2017-05-09 2017-03-31 13F WAL-MART STORES COM 931142103 128,120 -870 -0.67 9,235 3.58 2.8846
2017-02-14 2016-12-31 13F WAL-MART STORES COM 931142103 128,990 -1,700 -1.30 8,916 -5.40 3.0815
2016-11-14 2016-09-30 13F WAL-MART STORES COM 931142103 130,690 -35,225 -21.23 9,425 -22.20 3.6023
2016-08-12 2016-06-30 13F WAL-MART STORES COM 931142103 165,915 502 0.30 12,115 6.94 4.7066
2016-05-16 2016-03-31 13F WAL-MART STORES COM 931142103 165,413 3,340 2.06 11,329 14.03 4.5557
2016-02-12 2015-12-31 13F WAL-MART STORES COM 931142103 162,073 50,927 45.82 9,935 37.85 4.1693
2015-11-03 2015-09-30 13F WAL-MART STORES COM 931142103 111,146 11,493 11.53 7,207 1.97 2.9329
2015-08-07 2015-06-30 13F Wal-Mart Stores COM 931142103 99,653 43,752 78.27 7,068 53.19 2.9929
2015-05-12 2015-03-31 13F WAL-MART STORES COM 931142103 55,901 6,500 13.16 4,614 8.74 2.0106
2015-02-12 2014-12-31 13F WAL-MART STORES COM 931142103 49,401 650 1.33 4,243 13.81 1.9177
2014-11-07 2014-09-30 13F WAL-MART STORES COM 931142103 48,751 1,075 2.25 3,728 4.16 1.6904
2014-08-12 2014-06-30 13F WAL-MART STORES COM 931142103 47,676 1,890 4.13 3,579 2.29 1.8630
2014-04-22 2014-03-31 13F WAL-MART STORES COM 931142103 45,786 300 0.66 3,499 -2.24 2.2096
2014-01-30 2013-12-31 13F WAL-MART STORES COM 931142103 45,486 -630 -1.37 3,579 4.93 2.3841
2013-10-16 2013-09-30 13F WAL-MART STORES COM 931142103 46,116 2,400 5.49 3,411 4.76 2.4523
2013-07-31 2013-06-30 13F WAL-MART STORES COM 931142103 43,716 43,716 3,256 2.6936
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.