Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionPinnacle Wealth Planning Services, Inc.
Latest Disclosed Ownership35,465 shares
Latest Disclosed Value $ 4,407,590
Pinnacle Wealth Planning Services, Inc. reports 1.26% increase in ownership of WMT / Walmart Inc.

On May 11, 2026 - Pinnacle Wealth Planning Services, Inc. filed a 13F-HR form disclosing ownership of 35,465 shares of Walmart Inc. (MX:WMT) valued at $4,407,590 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 35,022 shares of Walmart Inc.. This represents a change in shares of 1.26% 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)
2026-05-11 2026-03-31 13F WALMART COM 931142103 35,465 443 1.26 4,408 12.97 0.4553
2026-02-13 2025-12-31 13F WALMART COM 931142103 35,022 1,601 4.79 3,902 13.27 0.4074
2025-11-13 2025-09-30 13F WALMART COM 931142103 33,421 9,516 39.81 3,444 47.37 0.4036
2025-08-11 2025-06-30 13F WALMART COM 931142103 23,905 588 2.52 2,337 14.17 0.3074
2025-05-15 2025-03-31 13F WALMART COM 931142103 23,317 744 3.30 2,047 0.39 0.3077
2025-02-27 2024-12-31 13F/A-1 WALMART COM 931142103 22,573 -2,830 -11.14 2,039 -0.59 0.3065
2025-02-06 2024-12-31 13F WALMART COM 931142103 22,573 -2,830 2,039 0.2847
2024-11-13 2024-09-30 13F WALMART INC COM Stock 931142103 25,403 -283 -1.10 2,051 17.94 0.2786
2024-08-09 2024-06-30 13F WALMART INC COM Stock 931142103 25,686 422 1.67 1,739 14.41 0.2485
2024-05-10 2024-03-31 13F WALMART INC COM Stock 931142103 25,264 16,896 201.91 1,520 15.24 0.2227
2024-02-08 2023-12-31 13F WALMART INC COM Stock 931142103 8,368 -1,126 -11.86 1,319 -13.11 0.2072
2023-11-08 2023-09-30 13F WALMART INC COM Stock 931142103 9,494 -84 -0.88 1,518 0.86 0.2503
2023-08-07 2023-06-30 13F WALMART INC COM Stock 931142103 9,578 -838 -8.05 1,505 -1.95 0.2431
2023-05-03 2023-03-31 13F WALMART INC COM Stock 931142103 10,416 -6 -0.06 1,536 3.93 0.2552
2023-02-13 2022-12-31 13F WALMART INC COM Stock 931142103 10,422 -150 -1.42 1,478 7.65 0.2625
2022-11-09 2022-09-30 13F WALMART INC COM Stock 931142103 10,572 2,837 36.68 1,372 45.96 0.2536
2022-08-03 2022-06-30 13F WALMART INC COM Stock 931142103 7,735 -2,157 -21.81 940 -36.18 0.1689
2022-04-20 2022-03-31 13F WALMART INC COM Stock 931142103 9,892 1,394 16.40 1,473 19.76 0.2684
2022-01-21 2021-12-31 13F WALMART INC COM Stock 931142103 8,498 536 6.73 1,230 10.81 0.2403
2021-10-29 2021-09-30 13F WALMART INC COM Stock 931142103 7,962 482 6.44 1,110 5.21 0.2454
2021-08-02 2021-06-30 13F WALMART INC COM Stock 931142103 7,480 846 12.75 1,055 17.09 0.2454
2021-04-29 2021-03-31 13F WALMART INC COM Stock 931142103 6,634 -589 -8.15 901 -13.45 0.2311
2021-02-12 2020-12-31 13F WALMART INC COM Stock 931142103 7,223 75 1.05 1,041 4.10 0.2487
2020-11-03 2020-09-30 13F WALMART INC COM Stock 931142103 7,148 51 0.72 1,000 17.65 0.3302
2020-07-27 2020-06-30 13F WALMART INC COM Stock 931142103 7,097 -305 -4.12 850 1.19 0.2761
2020-05-11 2020-03-31 13F WALMART INC COM Stock 931142103 7,402 1,539 26.25 840 20.69 0.3989
2020-02-07 2019-12-31 13F WALMART INC COM Stock 931142103 5,863 427 7.86 696 7.91 0.3274
2019-10-31 2019-09-30 13F WALMART INC COM Stock 931142103 5,436 1,098 25.31 645 34.38 0.3512
2019-08-06 2019-06-30 13F WALMART INC COM Stock 931142103 4,338 326 8.13 480 22.45 0.2897
2019-05-08 2019-03-31 13F WALMART INC COM Stock 931142103 4,012 -1,010 -20.11 392 -16.24 0.2631
2019-03-01 2018-12-31 13F WALMART INC COM Stock 931142103 5,022 -100 -1.95 468 -2.50 0.2995
2019-02-28 2018-09-30 13F WALMART INC COM Stock 931142103 5,122 80 1.59 480 11.11 0.4389
2019-02-28 2018-06-30 13F WALMART INC COM Stock 931142103 5,042 556 12.39 432 8.00 0.4196
2019-02-28 2018-03-31 13F WALMART INC COM Stock 931142103 4,486 3,420 320.83 400 280.95 0.4114
2018-02-12 2017-12-31 13F WALMART INC COM Stock 931142103 1,066 1,066 105 0.2139
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.