Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionUtah Retirement Systems
Latest Disclosed Ownership707,359 shares
Latest Disclosed Value $ 87,910,577
Utah Retirement Systems reports 1.60% decrease in ownership of WMT / Walmart Inc.

On May 15, 2026 - Utah Retirement Systems filed a 13F-HR form disclosing ownership of 707,359 shares of Walmart Inc. (MX:WMT) valued at $87,910,577 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 718,830 shares of Walmart Inc.. This represents a change in shares of -1.60% 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)
2026-05-15 2026-03-31 13F WALMART COM 931142103 707,359 -11,471 -1.60 87,911 9.77 0.8985
2026-02-17 2025-12-31 13F WALMART COM 931142103 718,830 -47 -0.01 80,085 8.09 0.7619
2025-11-14 2025-09-30 13F WALMART COM 931142103 718,877 2,829 0.40 74,087 5.82 0.7196
2025-08-14 2025-06-30 13F WALMART COM 931142103 716,048 -3,026 -0.42 70,015 10.91 0.7311
2025-05-15 2025-03-31 13F WALMART COM 931142103 719,074 -987 -0.14 63,128 -2.97 0.7282
2025-02-14 2024-12-31 13F WALMART COM 931142103 720,061 1,700 0.24 65,058 12.15 0.7167
2024-11-14 2024-09-30 13F WALMART COM 931142103 718,361 3,100 0.43 58,008 19.77 0.6545
2024-08-14 2024-06-30 13F WALMART COM 931142103 715,261 -28,000 -3.77 48,430 8.29 0.5751
2024-05-15 2024-03-31 13F WALMART COM 931142103 743,261 495,574 200.08 44,722 14.53 0.5229
2024-02-14 2023-12-31 13F WALMART COM 931142103 247,687 1,500 0.61 39,048 -0.83 0.4973
2023-11-14 2023-09-30 13F WALMART COM 931142103 246,187 1,200 0.49 39,373 2.25 0.5627
2023-08-14 2023-06-30 13F WALMART COM 931142103 244,987 -8,300 -3.28 38,507 3.11 0.5339
2023-05-16 2023-03-31 13F WALMART COM 931142103 253,287 800 0.32 37,347 4.32 0.5400
2023-02-15 2022-12-31 13F WALMART COM 931142103 252,487 -6,000 -2.32 35,800 6.78 0.5677
2022-11-14 2022-09-30 13F WALMART COM 931142103 258,487 1,300 0.51 33,526 7.22 0.5590
2022-08-16 2022-06-30 13F WALMART COM 931142103 257,187 4,700 1.86 31,269 -16.84 0.5006
2022-05-13 2022-03-31 13F WALMART COM 931142103 252,487 -7,800 -3.00 37,601 -0.16 0.5004
2022-02-14 2021-12-31 13F WALMART COM 931142103 260,287 600 0.23 37,661 4.05 0.4654
2021-11-16 2021-09-30 13F WALMART COM 931142103 259,687 -13,900 -5.08 36,196 -6.18 0.4894
2021-08-16 2021-06-30 13F WALMART COM 931142103 273,587 5,800 2.17 38,582 6.07 0.4966
2021-05-17 2021-03-31 13F WALMART COM 931142103 267,787 -11,700 -4.19 36,374 -9.72 0.5070
2021-02-16 2020-12-31 13F WALMART COM 931142103 279,487 11,900 4.45 40,288 7.61 0.5718
2020-11-16 2020-09-30 13F WALMART COM 931142103 267,587 1,800 0.68 37,439 17.60 0.6214
2020-08-13 2020-06-30 13F/A-1 WALMART COM 931142103 265,787 -1,600 -0.60 31,836 4.79 0.5843
2020-08-13 2020-06-30 13F WALMART COM 931142103 265,787 -1,600 31,836 584,319.4044
2020-05-15 2020-03-31 13F WALMART COM 931142103 267,387 -700 -0.26 30,380 -4.64 0.6572
2020-02-12 2019-12-31 13F WALMART COM 931142103 268,087 1,000 0.37 31,859 0.51 0.5601
2019-11-14 2019-09-30 13F WALMART COM 931142103 267,087 1,200 0.45 31,698 7.90 0.6031
2019-08-14 2019-06-30 13F WALMART COM 931142103 265,887 666 0.25 29,378 13.57 0.5626
2019-05-15 2019-03-31 13F WALMART COM 931142103 265,221 -809 -0.30 25,867 4.39 0.5126
2019-02-08 2018-12-31 13F WALMART COM 931142103 266,030 600 0.23 24,780 -0.59 0.5603
2018-11-13 2018-09-30 13F WALMART COM 931142103 265,430 1,200 0.45 24,927 10.14 0.4829
2018-08-10 2018-06-30 13F WALMART COM 931142103 264,230 -3,500 -1.31 22,632 -4.99 0.4684
2018-05-15 2018-03-31 13F WALMART COM 931142103 267,730 400 0.15 23,820 -9.77 0.5067
2018-02-14 2017-12-31 13F WAL-MART STORES COM 931142103 267,330 -200 -0.07 26,399 26.29 0.5548
2017-11-13 2017-09-30 13F WAL-MART STORES COM 931142103 267,530 300 0.11 20,904 3.36 0.4701
2017-08-08 2017-06-30 13F WAL-MART STORES COM 931142103 267,230 -10,300 -3.71 20,224 1.10 0.4714
2017-05-11 2017-03-31 13F WAL-MART STORES COM 931142103 277,530 400 0.14 20,004 4.43 0.4785
2017-02-10 2016-12-31 13F WAL-MART STORES COM 931142103 277,130 -100 -0.04 19,155 -4.20 0.4818
2016-11-07 2016-09-30 13F WAL-MART STORES COM 931142103 277,230 0 0.00 19,994 -1.23 0.5175
2016-08-03 2016-06-30 13F WAL-MART STORES COM 931142103 277,230 -7,200 -2.53 20,243 3.91 0.5395
2016-05-10 2016-03-31 13F WAL-MART STORES COM 931142103 284,430 1,100 0.39 19,481 12.17 0.5283
2016-02-11 2015-12-31 13F WAL-MART STORES COM 931142103 283,330 500 0.18 17,368 -5.29 0.4708
2015-11-03 2015-09-30 13F WAL-MART STORES COM 931142103 282,830 1,500 0.53 18,339 -8.09 0.5251
2015-08-11 2015-06-30 13F WAL-MART STORES COM 931142103 281,330 -3,600 -1.26 19,954 -14.85 0.5303
2015-05-14 2015-03-31 13F WAL-MART STORES COM 931142103 284,930 9,200 3.34 23,435 -1.03 0.6157
2015-02-11 2014-12-31 13F WAL-MART STORES COM 931142103 275,730 0 0.00 23,680 12.31 0.6509
2014-11-06 2014-09-30 13F WAL-MART STORES COM 931142103 275,730 -700 -0.25 21,085 1.60 0.6046
2014-08-08 2014-06-30 13F WAL-MART STORES COM 931142103 276,430 -12,800 -4.43 20,752 -6.13 0.5944
2014-05-08 2014-03-31 13F WAL-MART STORES COM 931142103 289,230 2,000 0.70 22,106 -2.19 0.6375
2014-02-05 2013-12-31 13F WAL-MART STORES COM 931142103 287,230 0 0.00 22,602 6.40 0.6687
2013-11-06 2013-09-30 13F WAL-MART STORES COM 931142103 287,230 -2,400 -0.83 21,243 -1.53 0.6874
2013-08-02 2013-06-30 13F WAL-MART STORES COM 931142103 289,630 289,630 21,574 0.7289
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.