Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership429,691 shares
Latest Disclosed Value $ 49,970,264
Equitable Holdings, Inc. reports 88.82% increase in ownership of WMT / Walmart Inc.

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 429,691 shares of Walmart Inc. (MX:WMT) valued at $49,970,264 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 227,569 shares of Walmart Inc.. This represents a change in shares of 88.82% 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 429,691 202,122 88.82 49,970 97.10 0.2805
2026-02-17 2025-12-31 13F WALMART COM 931142103 227,569 2,369 1.05 25,353 9.24 0.1733
2025-11-14 2025-09-30 13F WALMART COM 931142103 225,200 13,979 6.62 23,209 12.38 0.1707
2025-08-15 2025-06-30 13F WALMART COM 931142103 211,221 35,797 20.41 20,653 34.11 0.1702
2025-05-13 2025-03-31 13F WALMART COM 931142103 175,424 21,433 13.92 15,400 10.69 0.1462
2025-02-12 2024-12-31 13F WALMART COM 931142103 153,991 8,780 6.05 13,913 18.66 0.1324
2024-11-14 2024-09-30 13F WALMART COM 931142103 145,211 47,067 47.96 11,726 76.45 0.1135
2024-08-14 2024-06-30 13F WALMART COM 931142103 98,144 11,394 13.13 6,645 27.32 0.0699
2024-05-14 2024-03-31 13F WALMART COM 931142103 86,750 58,726 209.56 5,220 18.16 0.0588
2024-02-13 2023-12-31 13F WALMART COM 931142103 28,024 3,864 15.99 4,418 14.34 0.0545
2023-11-14 2023-09-30 13F WALMART COM 931142103 24,160 1,219 5.31 3,864 7.16 0.0554
2023-08-15 2023-06-30 13F WALMART COM 931142103 22,941 6,525 39.75 3,606 48.97 0.0518
2023-05-15 2023-03-31 13F WALMART COM 931142103 16,416 1,433 9.56 2,421 13.94 0.0387
2023-02-14 2022-12-31 13F WALMART COM 931142103 14,983 -2,061 -12.09 2,124 -3.93 0.0370
2022-11-14 2022-09-30 13F WALMART COM 931142103 17,044 2,342 15.93 2,211 23.73 0.0432
2022-08-15 2022-06-30 13F WALMART COM 931142103 14,702 -5,958 -28.84 1,787 -41.92 0.0341
2022-05-13 2022-03-31 13F WALMART COM 931142103 20,660 1,123 5.75 3,077 8.84 0.0504
2022-02-11 2021-12-31 13F WALMART COM 931142103 19,537 2,054 11.75 2,827 16.00 0.0445
2021-11-12 2021-09-30 13F WALMART COM 931142103 17,483 -203 -1.15 2,437 -2.29 0.0416
2021-08-11 2021-06-30 13F WALMART COM 931142103 17,686 84 0.48 2,494 4.31 0.0430
2021-05-14 2021-03-31 13F WALMART COM 931142103 17,602 6,826 63.34 2,391 53.96 0.0506
2021-02-09 2020-12-31 13F WALMART COM 931142103 10,776 1,363 14.48 1,553 17.92 0.0354
2020-11-13 2020-09-30 13F WALMART COM 931142103 9,413 464 5.18 1,317 22.85 0.0340
2020-08-13 2020-06-30 13F WALMART COM 931142103 8,949 669 8.08 1,072 13.92 0.0309
2020-05-15 2020-03-31 13F WALMART COM 931142103 8,280 513 6.60 941 1.95 0.0338
2020-05-28 2019-12-31 13F/A-1 WALMART COM 931142103 7,767 7,767 923 0.0270
2020-02-18 2019-12-31 13F WALMART COM 931142103 7,767 923 0.0048
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.