Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionKeystone Financial Group
Latest Disclosed Ownership37,105 shares
Latest Disclosed Value $ 4,634,379
Keystone Financial Group reports 0.27% decrease in ownership of WMT / Walmart Inc.

On May 13, 2026 - Keystone Financial Group filed a 13F-HR form disclosing ownership of 37,105 shares of Walmart Inc. (MX:WMT) valued at $4,634,379 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 37,204 shares of Walmart Inc.. This represents a change in shares of -0.27% 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)
2026-05-13 2026-03-31 13F WALMART Equtities 931142103 37,105 -99 -0.27 4,634 11.82 0.3117
2026-02-06 2025-12-31 13F WALMART Equities 931142103 37,204 -2,635 -6.61 4,145 0.93 0.3066
2025-11-17 2025-09-30 13F/A-1 WALMART Common Stock 931142103 39,839 10,247 34.63 4,107 41.93 0.3138
2025-11-14 2025-09-30 13F WALMART Common Stock 931142103 29,592 0 2,893 0.2300
2025-08-13 2025-06-30 13F WALMART Common Stock 931142103 29,592 5,077 20.71 2,893 34.43 0.2610
2025-05-13 2025-03-31 13F WALMART Common Stock 931142103 24,515 2,892 13.37 2,152 10.19 0.2188
2025-02-13 2024-12-31 13F WALMART Common Stock 931142103 21,623 1,285 6.32 1,954 18.94 0.1921
2025-02-19 2024-09-30 13F/A-3 WALMART Common Stock 931142103 20,338 476 2.40 1,642 22.17 0.2102
2025-02-18 2024-09-30 13F/A-2 WALMART Common Stock 931142103 73,236 53,374 1,611 0.2096
2024-11-12 2024-09-30 13F WALMART Common Stock 931142103 20,338 476 1,642 0.5422
2024-07-31 2024-06-30 13F WALMART Common Stock 931142103 19,862 601 3.12 1,345 16.06 0.4817
2024-05-08 2024-03-31 13F WALMART Common Stock 931142103 19,261 11,984 164.68 1,159 0.96 0.1688
2024-02-14 2023-12-31 13F/A-1 WALMART Common Stock 931142103 7,277 -508 -6.53 1,147 -7.87 0.1994
2024-02-09 2023-12-31 13F WALMART Common Stock 931142103 7,277 -508 1,147 0.1994
2023-11-06 2023-09-30 13F WALMART Common Stock 931142103 7,785 46 0.59 1,245 2.38 0.2085
2023-08-07 2023-06-30 13F WALMART Common Stock 931142103 7,739 9 0.12 1,216 10.95 0.2069
2023-02-07 2022-12-31 13F WALMART Common Stock 931142103 7,730 -325 -4.03 1,096 4.88 0.2164
2022-11-10 2022-09-30 13F WALMART Common Stock 931142103 8,055 47 0.59 1,045 7.29 0.2119
2022-08-05 2022-06-30 13F WALMART Common Stock 931142103 8,008 -1,156 -12.61 974 -28.64 0.1930
2022-05-13 2022-03-31 13F WALMART Common Stock 931142103 9,164 649 7.62 1,365 10.80 0.2318
2022-02-11 2021-12-31 13F WALMART Common Stock 931142103 8,515 0 0.00 1,232 3.79 0.2021
2021-11-12 2021-09-30 13F WALMART Common Stock 931142103 8,515 177 2.12 1,187 0.94 0.2148
2021-08-13 2021-06-30 13F WALMART Common Stock 931142103 8,338 109 1.32 1,176 5.19 0.2130
2021-05-11 2021-03-31 13F WALMART Common Stock 931142103 8,229 409 5.23 1,118 -0.80 0.2178
2021-02-10 2020-12-31 13F WALMART Common Stock 931142103 7,820 -60 -0.76 1,127 2.27 0.2343
2020-11-13 2020-09-30 13F WALMART Common Stock 931142103 7,880 1,207 18.09 1,102 37.92 0.2705
2020-08-13 2020-06-30 13F WALMART Common Stock 931142103 6,673 800 13.62 799 19.79 0.2171
2020-05-05 2020-03-31 13F/A-1 WALMART Common Stock 931142103 5,873 -224 -3.67 667 -8.00 0.2210
2020-05-05 2020-03-31 13F WALMART Common Stock 931142103 6,097 0 725 194,773.0961
2020-02-06 2019-12-31 13F WALMART Common Stock 931142103 6,097 -65 -1.05 725 -0.82 0.1948
2019-11-07 2019-09-30 13F WALMART Common Stock 931142103 6,162 -190 -2.99 731 4.13 0.2249
2019-08-07 2019-06-30 13F WALMART Common Stock 931142103 6,352 26 0.41 702 13.78 0.2284
2019-05-07 2019-03-31 13F WALMART Common Stock 931142103 6,326 2,536 66.91 617 74.79 0.2194
2019-02-11 2018-12-31 13F WALMART Common Stock 931142103 3,790 -230 -5.72 353 -7.11 0.1595
2018-11-06 2018-09-30 13F WALMART Common Stock 931142103 4,020 1,407 53.85 380 72.73 0.1555
2018-08-14 2018-06-30 13F WALMART Common Stock 931142103 2,613 42 1.63 220 0.00 0.1227
2018-05-15 2018-03-31 13F WALMART Common Stock 931142103 2,571 2,571 220 0.1222
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.