Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionMerit Financial Group, LLC
Latest Disclosed Ownership393,029 shares
Latest Disclosed Value $ 48,845,618
Merit Financial Group, LLC reports 15.59% increase in ownership of WMT / Walmart Inc.

On April 15, 2026 - Merit Financial Group, LLC filed a 13F-HR form disclosing ownership of 393,029 shares of Walmart Inc. (MX:WMT) valued at $48,845,618 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 26, 2026 disclosing 340,015 shares of Walmart Inc.. This represents a change in shares of 15.59% 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)
2026-04-15 2026-03-31 13F WALMART COM 931142103 393,029 53,014 15.59 48,846 28.94 0.2808
2026-01-26 2025-12-31 13F WALMART COM 931142103 340,015 31,577 10.24 37,881 19.17 0.2285
2025-11-07 2025-09-30 13F/A-1 WALMART COM 931142103 308,438 55,340 21.87 31,788 28.45 0.2920
2025-10-20 2025-09-30 13F WALMART COM 931142103 308,439 55,341 31,788 0.2919
2025-07-22 2025-06-30 13F WALMART COM 931142103 253,098 93,768 58.85 24,748 76.93 0.2760
2025-04-09 2025-03-31 13F WALMART COM 931142103 159,330 13,895 9.55 13,988 6.45 0.2095
2025-01-15 2024-12-31 13F WALMART COM 931142103 145,435 38,285 35.73 13,140 51.87 0.2361
2024-10-17 2024-09-30 13F WALMART COM 931142103 107,150 4,052 3.93 8,652 23.95 0.1935
2024-08-13 2024-06-30 13F WALMART COM 931142103 103,098 1,034 1.01 6,981 14.33 0.1539
2024-05-06 2024-03-31 13F WALMART COM 931142103 102,064 83,779 458.18 6,105 111.83 0.1454
2024-02-06 2023-12-31 13F WALMART COM 931142103 18,285 -11,270 -38.13 2,883 -39.02 0.0877
2023-11-07 2023-09-30 13F WALMART COM 931142103 29,555 625 2.16 4,727 3.94 0.1547
2023-08-01 2023-06-30 13F WALMART COM 931142103 28,930 6,325 27.98 4,547 36.42 0.1472
2023-04-24 2023-03-31 13F WALMART COM 931142103 22,605 2,424 12.01 3,333 16.50 0.1212
2023-01-13 2022-12-31 13F WALMART COM 931142103 20,181 8,840 77.95 2,862 94.49 0.1035
2022-10-31 2022-09-30 13F WALMART COM 931142103 11,341 -8,452 -42.70 1,471 -38.86 0.0638
2022-08-08 2022-06-30 13F WALMART COM 931142103 19,793 14,283 259.22 2,406 193.06 0.0745
2022-05-13 2022-03-31 13F WALMART COM 931142103 5,510 572 11.58 821 14.99 0.0495
2022-02-14 2021-12-31 13F WALMART COM 931142103 4,938 -198 -3.86 714 -0.28 0.0700
2021-10-27 2021-09-30 13F WALMART COM 931142103 5,136 338 7.04 716 5.76 0.0749
2021-08-16 2021-06-30 13F WALMART COM 931142103 4,798 -593 -11.00 677 -7.51 0.0636
2021-05-18 2021-03-31 13F WALMART COM 931142103 5,391 738 15.86 732 9.09 0.0766
2021-02-12 2020-12-31 13F WALMART COM 931142103 4,653 94 2.06 671 5.17 0.0648
2020-11-10 2020-09-30 13F WALMART COM 931142103 4,559 911 24.97 638 46.00 0.0583
2020-08-13 2020-06-30 13F WALMART COM 931142103 3,648 415 12.84 437 19.07 0.0435
2020-05-05 2020-03-31 13F WALMART COM 931142103 3,233 -228 -6.59 367 -10.71 0.0410
2020-01-16 2019-12-31 13F WALMART COM 931142103 3,461 3,461 411 0.0364
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.