Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
Institution180 Wealth Advisors, Llc
Latest Disclosed Ownership63,599 shares
Latest Disclosed Value $ 7,904,099
180 Wealth Advisors, Llc reports 1.70% decrease in ownership of WMT / Walmart Inc.

On May 1, 2026 - 180 Wealth Advisors, Llc filed a 13F-HR form disclosing ownership of 63,599 shares of Walmart Inc. (MX:WMT) valued at $7,904,099 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 9, 2026 disclosing 64,696 shares of Walmart Inc.. This represents a change in shares of -1.70% 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)
2026-05-01 2026-03-31 13F WALMART COM 931142103 63,599 -1,097 -1.70 7,904 9.67 0.8984
2026-01-09 2025-12-31 13F WALMART COM 931142103 64,696 2,609 4.20 7,208 12.64 0.8207
2025-10-16 2025-09-30 13F WALMART COM 931142103 62,087 -5,171 -7.69 6,399 -2.71 0.7797
2025-07-31 2025-06-30 13F WALMART COM 931142103 67,258 -1,403 -2.04 6,576 9.11 0.9172
2025-04-09 2025-03-31 13F WALMART COM 931142103 68,661 -903 -1.30 6,028 -4.11 0.9600
2025-01-14 2024-12-31 13F WALMART COM 931142103 69,564 4,832 7.46 6,285 20.24 0.9846
2024-11-01 2024-09-30 13F WALMART COM 931142103 64,732 462 0.72 5,227 16.52 0.8228
2024-07-16 2024-06-30 13F WALMART COM 931142103 64,270 679 1.07 4,486 17.25 0.7317
2024-04-16 2024-03-31 13F WALMART COM 931142103 63,591 43,110 210.49 3,826 17.29 0.6878
2024-01-25 2023-12-31 13F WALMART COM 931142103 20,481 154 0.76 3,262 0.37 0.6529
2023-11-01 2023-09-30 13F WALMART COM 931142103 20,327 881 4.53 3,251 5.66 0.7317
2023-07-12 2023-06-30 13F WALMART COM 931142103 19,446 -18 -0.09 3,076 7.18 0.6756
2023-04-07 2023-03-31 13F WALMART COM 931142103 19,464 -1,342 -6.45 2,870 -2.97 0.6678
2023-02-02 2022-12-31 13F WALMART COM 931142103 20,806 -1,709 -7.59 2,959 1.30 0.6958
2022-10-12 2022-09-30 13F WALMART COM 931142103 22,515 223 1.00 2,920 6.80 0.8036
2022-07-11 2022-06-30 13F WALMART COM 931142103 22,292 1,756 8.55 2,734 -15.57 0.6981
2022-04-22 2022-03-31 13F WALMART COM 931142103 20,536 954 4.87 3,238 17.96 0.7067
2022-01-26 2021-12-31 13F WALMART COM 931142103 19,582 650 3.43 2,745 3.16 0.6163
2021-10-28 2021-09-30 13F WALMART COM 931142103 18,932 451 2.44 2,661 -3.17 0.5862
2021-08-13 2021-06-30 13F WALMART COM 931142103 18,481 259 1.42 2,748 6.39 0.6284
2021-05-25 2021-03-31 13F WALMART COM 931142103 18,222 999 5.80 2,583 4.57 0.6404
2021-01-27 2020-12-31 13F WALMART COM 931142103 17,223 513 3.07 2,470 2.70 0.7126
2020-10-23 2020-09-30 13F WALMART COM 931142103 16,710 -91 -0.54 2,405 8.68 0.9017
2020-07-21 2020-06-30 13F WALMART COM 931142103 16,801 -299 -1.75 2,213 9.07 0.8793
2020-04-09 2020-03-31 13F WALMART COM 931142103 17,100 -294 -1.69 2,029 1.20 1.0532
2020-01-17 2019-12-31 13F WALMART COM 931142103 17,394 900 5.46 2,005 1.11 0.7994
2019-10-22 2019-09-30 13F WALMART COM 931142103 16,494 258 1.59 1,983 11.66 0.8768
2019-08-05 2019-06-30 13F WALMART COM 931142103 16,236 -1,923 -10.59 1,776 -3.43 0.7993
2019-05-14 2019-03-31 13F WALMART COM 931142103 18,159 5,005 38.05 1,839 48.91 0.8343
2019-01-15 2018-12-31 13F WALMART COM 931142103 13,154 0 0.00 1,235 0.00 0.5765
2018-11-14 2018-09-30 13F WALMART COM 931142103 13,154 973 7.99 1,235 18.41 0.5710
2018-08-08 2018-06-30 13F WALMART COM 931142103 12,181 -10,080 -45.28 1,043 -47.30 0.5168
2018-06-01 2018-03-31 13F WALMART COM 931142103 22,261 -868 -3.75 1,979 -13.35 1.0275
2018-02-13 2017-12-31 13F WAL-MART STORES COM 931142103 23,129 23,129 2,284 1.1627
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.