沃爾瑪公司
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionSunbelt Securities, Inc.
Latest Disclosed Ownership55,023 shares
Latest Disclosed Value $ 6,838,254
Sunbelt Securities, Inc. reports 3.63% decrease in ownership of WMT / Walmart Inc.

On May 16, 2026 - Sunbelt Securities, Inc. filed a 13F-HR form disclosing ownership of 55,023 shares of Walmart Inc. (MX:WMT) valued at $6,838,254 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 20, 2026 disclosing 57,093 shares of Walmart Inc.. This represents a change in shares of -3.63% 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)
2026-05-16 2026-03-31 13F WALMART INC COM Stock 931142103 55,023 -2,070 -3.63 6,838 7.52 0.4317
2026-02-20 2025-12-31 13F WALMART INC COM Stock 931142103 57,093 5,869 11.46 6,361 20.48 0.4242
2025-11-19 2025-09-30 13F WALMART INC COM Stock 931142103 51,224 9,674 23.28 5,279 40.62 0.3645
2025-08-14 2025-06-30 13F WALMART INC COM Stock 931142103 41,550 -5,909 -12.45 3,754 -9.89 0.3314
2025-04-24 2025-03-31 13F WALMART INC COM Stock 931142103 47,459 5,909 14.22 4,166 10.71 0.3720
2025-02-18 2024-12-31 13F WALMART INC COM Stock 931142103 41,550 1,473 3.68 3,763 16.29 0.3316
2024-11-18 2024-09-30 13F WALMART INC COM Stock 931142103 40,077 -916 -2.23 3,236 16.61 0.3173
2024-08-16 2024-06-30 13F WALMART INC COM Stock 931142103 40,993 620 1.54 2,776 14.24 0.2839
2024-04-15 2024-03-31 13F WALMART INC COM Stock 931142103 40,373 26,832 198.15 2,429 13.82 0.2710
2024-02-15 2023-12-31 13F WALMART INC COM Stock 931142103 13,541 434 3.31 2,135 1.81 0.2688
2023-12-11 2023-09-30 13F WALMART INC COM Stock 931142103 13,107 375 2.95 2,096 4.75 0.2901
2023-08-16 2023-06-30 13F WALMART INC COM Stock 931142103 12,732 181 1.44 2,001 9.46 0.2878
2023-05-17 2023-03-31 13F WALMART INC COM Stock 931142103 12,551 2 0.02 1,828 2.75 0.2940
2023-02-08 2022-12-31 13F WALMART COM 931142103 12,549 659 5.54 1,779 15.37 0.3477
2022-11-21 2022-09-30 13F WALMART COM 931142103 11,890 -355 -2.90 1,542 3.56 0.3260
2022-10-03 2022-06-30 13F WALMART COM 931142103 12,245 -306 -2.44 1,489 -20.84 0.3149
2022-05-16 2022-03-31 13F WALMART COM 931142103 12,551 -2,635 -17.35 1,881 -10.26 0.3444
2022-02-14 2021-12-31 13F WALMART COM 931142103 15,186 3,241 27.13 2,096 23.95 0.3405
2021-11-15 2021-09-30 13F WALMART COM 931142103 11,945 0 0.00 1,691 0.00 0.3040
2021-07-29 2021-06-30 13F WALMART COM 931142103 11,945 209 1.78 1,691 6.09 0.3044
2021-05-27 2021-03-31 13F WALMART COM 931142103 11,736 4,545 63.20 1,594 53.71 0.3140
2021-02-09 2020-12-31 13F WALMART COM 931142103 7,191 326 4.75 1,037 6.69 0.2143
2020-11-17 2020-09-30 13F WALMART COM 931142103 6,865 1,520 28.44 972 51.40 0.2703
2020-08-14 2020-06-30 13F WALMART COM 931142103 5,345 -119,531 -95.72 642 -95.54 0.2206
2020-05-15 2020-03-31 13F WALMART COM 931142103 124,876 83,747 203.62 14,400 210.14 0.6171
2020-02-26 2019-12-31 13F/A-1 WALMART COM 931142103 41,129 2,449 6.33 4,643 1.15 0.4888
2020-02-14 2019-12-31 13F WALMART COM 931142103 41,129 2,449 1,161 457.8655
2019-11-15 2019-09-30 13F WALMART COM 931142103 38,680 36,198 1,458.42 4,590 1,575.18 0.5147
2019-08-01 2019-06-30 13F WALMART COM 931142103 2,482 -7,286 -74.59 274 -71.25 0.1192
2019-05-15 2019-03-31 13F WALMART COM 931142103 9,768 5,553 131.74 953 142.49 0.4764
2019-02-14 2018-12-31 13F/A-1 WALMART COM 931142103 4,215 1,559 58.70 393 57.83 0.2289
2019-02-11 2018-12-31 13F WALMART COM 931142103 2,656 0 249 0.1333
2018-11-14 2018-09-30 13F WALMART COM 931142103 2,656 11 0.42 249 9.69 0.1333
2018-08-08 2018-06-30 13F WALMART COM 931142103 2,645 -55 -2.04 227 -5.42 0.1358
2018-05-09 2018-03-31 13F WALMART COM 931142103 2,700 286 11.85 240 0.84 0.2195
2018-02-06 2017-12-31 13F WAL-MART STORES COM 931142103 2,414 2,414 238 0.2315
2017-05-05 2017-03-31 13F WAL-MART STORES COM 931142103 0 -1,811 -100.00 0 -100.00
2017-02-13 2016-12-31 13F WAL-MART STORES COM 931142103 1,811 1,811 0.00 125 0.1531
2016-11-14 2016-09-30 13F WAL-MART STORES COM 931142103 0 -2,054 -100.00 0 -100.00
2016-08-11 2016-06-30 13F WAL-MART STORES COM 931142103 2,054 -1,617 -44.05 150 -40.64 0.1574
2017-02-15 2016-03-31 13F/A-1 WAL-MART STORES COM 931142103 3,671 12 0.33 251 12.05 0.3653
2016-05-11 2016-03-31 13F WAL-MART STORES COM 931142103 3,671 251
2017-02-15 2015-12-31 13F/A-1 WAL-MART STORES COM 931142103 3,659 -2,693 -42.40 224 -45.63 0.3152
2016-02-11 2015-12-31 13F WAL-MART STORES COM 931142103 3,659 224
2017-02-15 2015-09-30 13F/A-1 WAL-MART STORES COM 931142103 6,352 3,217 102.62 412 85.59 0.5596
2015-11-12 2015-09-30 13F WAL-MART STORES COM 931142103 6,352 412
2017-02-15 2015-06-30 13F/A-1 WAL-MART STORES COM 931142103 3,135 18 0.58 222 -13.28 0.3056
2015-08-13 2015-06-30 13F WAL-MART STORES COM 931142103 3,135 222
2017-02-15 2015-03-31 13F/A-2 WAL-MART STORES COM 931142103 3,117 -125 -3.86 256 -7.91 0.3803
2015-05-19 2015-03-31 13F/A-1 WAL-MART STORES COM 931142103 3,117 0 256 0.2952
2015-05-14 2015-03-31 13F WAL-MART STORES COM 931142103 3,117 256
2015-02-13 2014-12-31 13F WAL-MART STORES COM 931142103 3,242 3,242 278 0.3650
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.