沃爾瑪公司
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionSowell Financial Services LLC
Latest Disclosed Ownership139,802 shares
Latest Disclosed Value $ 17,374,597
Sowell Financial Services LLC reports 0.92% increase in ownership of WMT / Walmart Inc.

On April 20, 2026 - Sowell Financial Services LLC filed a 13F-HR form disclosing ownership of 139,802 shares of Walmart Inc. (MX:WMT) valued at $17,374,597 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 21, 2026 disclosing 138,531 shares of Walmart Inc.. This represents a change in shares of 0.92% 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)
2026-04-20 2026-03-31 13F WALMART COM 931142103 139,802 1,271 0.92 17,375 12.58 0.6425
2026-01-21 2025-12-31 13F WALMART COM 931142103 138,531 -860 -0.62 15,434 7.43 0.5669
2025-10-17 2025-09-30 13F WALMART COM 931142103 139,391 -4,250 -2.96 14,366 2.28 0.5512
2025-07-14 2025-06-30 13F WALMART COM 931142103 143,641 -709 -0.49 14,045 10.83 0.5720
2025-04-17 2025-03-31 13F WALMART COM 931142103 144,350 -5,719 -3.81 12,672 -6.53 0.5767
2025-02-07 2024-12-31 13F WALMART COM 931142103 150,069 25,700 20.66 13,559 35.00 0.7131
2024-10-04 2024-09-30 13F WALMART COM 931142103 124,369 -803 -0.64 10,043 18.50 0.4666
2024-08-13 2024-06-30 13F WALMART COM 931142103 125,172 -6,714 -5.09 8,475 6.43 0.4047
2024-05-03 2024-03-31 13F WALMART COM 931142103 131,886 76,111 136.46 7,963 -9.77 0.3756
2024-01-24 2023-12-31 13F WALMART COM 931142103 55,775 -1,178 -2.07 8,825 -3.12 0.4781
2023-11-08 2023-09-30 13F WALMART COM 931142103 56,953 -302,883 -84.17 9,109 -83.89 0.5717
2023-08-14 2023-06-30 13F WALMART COM 931142103 359,836 153,253 74.18 56,559 188,430.00 3.1528
2023-05-12 2023-03-31 13F WALMART STOCK 931142103 206,583 -112,559 -35.27 30 -33.33 2.3504
2023-02-09 2022-12-31 13F WalMart Stock 931142103 319,142 -21,775 -6.39 45 -99.90 2.9410
2022-11-15 2022-09-30 13F WalMart Stock 931142103 340,917 1,385 0.41 44,217 7.11 4.4581
2022-08-15 2022-06-30 13F WALMART Stock 931142103 339,532 311,712 1,120.46 41,280 897.10 3.8153
2022-05-13 2022-03-31 13F WALMART Stock 931142103 27,820 -256,255 -90.21 4,140 -89.97 0.7233
2022-02-09 2021-12-31 13F WALMART INC COM Stock 931142103 284,075 23,757 9.13 41,259 13.71 2.3658
2021-11-04 2021-09-30 13F WALMART INC COM Stock 931142103 260,318 -53,314 -17.00 36,283 -17.96 2.4503
2021-08-05 2021-06-30 13F WALMART INC COM Stock 931142103 313,632 9,096 2.99 44,228 2.96 2.9302
2021-05-07 2021-03-31 13F WALMART INC COM Stock 931142103 304,536 133,327 77.87 42,955 74.05 1.4951
2021-01-13 2020-12-31 13F WALMART INC COM COM 931142103 171,209 55,710 48.23 24,680 52.72 1.0543
2020-11-12 2020-09-30 13F WALMART INC COM COM 931142103 115,499 9,713 9.18 16,160 27.54 0.8071
2020-08-13 2020-06-30 13F WALMART INC COM Stock 931142103 105,786 4,478 4.42 12,671 10.08 0.6964
2020-05-12 2020-03-31 13F WALMART INC COM Stock 931142103 101,308 15,860 18.56 11,511 13.35 0.8518
2020-02-07 2019-12-31 13F WALMART INC COM Stock 931142103 85,448 -6,010 -6.57 10,155 -6.44 0.7738
2019-11-14 2019-09-30 13F WALMART INC COM COM 931142103 91,458 61,543 205.73 10,854 271.97 0.8968
2019-05-15 2019-03-31 13F WALMART INC COM Stock 931142103 29,915 5,091 20.51 2,918 26.21 0.3258
2019-03-05 2018-12-31 13F WALMART COM 931142103 24,824 4,563 22.52 2,312 21.49 0.3275
2018-11-13 2018-09-30 13F WALMART COM 931142103 20,261 20,261 1,903 0.2763
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.