Walmart Inc.
MX ˙ BMV ˙ US9311421039
SecurityMX:WMT / Walmart Inc.
InstitutionRichard C. Young & CO., LTD.
Latest Disclosed Ownership219,143 shares
Latest Disclosed Value $ 27,235,107
Richard C. Young & CO., LTD. reports 0.37% increase in ownership of WMT / Walmart Inc.

On May 7, 2026 - Richard C. Young & CO., LTD. filed a 13F-HR form disclosing ownership of 219,143 shares of Walmart Inc. (MX:WMT) valued at $27,235,107 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 29, 2026 disclosing 218,332 shares of Walmart Inc.. This represents a change in shares of 0.37% 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)
2026-05-07 2026-03-31 13F Wal-Mart Stores COM 931142103 219,143 811 0.37 27,235 11.97 2.2560
2026-01-29 2025-12-31 13F Wal-Mart Stores COM 931142103 218,332 22,537 11.51 24,324 20.55 2.1795
2025-11-12 2025-09-30 13F Wal-Mart Stores COM 931142103 195,795 88 0.04 20,179 5.45 1.8743
2025-08-07 2025-06-30 13F Wal-Mart Stores COM 931142103 195,707 1,264 0.65 19,136 12.10 1.8907
2025-05-02 2025-03-31 13F Wal-Mart Stores COM 931142103 194,443 323 0.17 17,070 -2.67 1.8338
2025-01-28 2024-12-31 13F Wal-Mart Stores COM 931142103 194,120 -2,627 -1.34 17,539 10.39 1.9107
2024-11-07 2024-09-30 13F Wal-Mart Stores COM 931142103 196,747 3,535 1.83 15,887 21.44 1.7352
2024-08-08 2024-06-30 13F Wal-Mart Stores COM 931142103 193,212 7,435 4.00 13,082 17.03 1.5903
2024-05-08 2024-03-31 13F Wal-Mart Stores COM 931142103 185,777 127,952 221.27 11,178 22.62 1.4034
2024-02-12 2023-12-31 13F Wal-Mart Stores COM 931142103 57,825 2,314 4.17 9,116 2.69 1.2220
2023-11-13 2023-09-30 13F Wal-Mart Stores COM 931142103 55,511 -413 -0.74 8,878 0.99 1.2640
2023-08-08 2023-06-30 13F Wal-Mart Stores COM 931142103 55,924 -803 -1.42 8,790 5.09 1.2074
2023-05-12 2023-03-31 13F Wal-Mart Stores COM 931142103 56,727 -7,822 -12.12 8,364 -8.61 1.1519
2023-02-10 2022-12-31 13F Wal-Mart Stores COM 931142103 64,549 -2,264 -3.39 9,152 5.61 1.2183
2022-11-10 2022-09-30 13F Wal-Mart Stores COM 931142103 66,813 -1,088 -1.60 8,666 4.98 1.3255
2022-08-03 2022-06-30 13F Wal-Mart Stores COM 931142103 67,901 184 0.27 8,255 -18.14 1.0698
2022-05-06 2022-03-31 13F Wal-Mart Stores COM 931142103 67,717 -2,277 -3.25 10,084 -0.42 1.2879
2022-02-11 2021-12-31 13F Wal-Mart Stores COM 931142103 69,994 -1,155 -1.62 10,127 2.12 1.2765
2021-11-10 2021-09-30 13F Wal-Mart Stores COM 931142103 71,149 -305 -0.43 9,917 -1.59 1.3614
2021-08-11 2021-06-30 13F Wal-Mart Stores COM 931142103 71,454 -262 -0.37 10,077 3.45 1.2807
2021-05-13 2021-03-31 13F Wal-Mart Stores COM 931142103 71,716 450 0.63 9,741 -5.18 1.2938
2021-02-12 2020-12-31 13F Wal-Mart Stores COM 931142103 71,266 596 0.84 10,273 3.90 1.5640
2020-11-12 2020-09-30 13F Wal-Mart Stores COM 931142103 70,670 595 0.85 9,887 17.79 1.5935
2020-08-13 2020-06-30 13F Wal-Mart Stores COM 931142103 70,075 306 0.44 8,394 5.89 1.3981
2020-05-11 2020-03-31 13F Wal-Mart Stores COM 931142103 69,769 1,349 1.97 7,927 -2.51 1.5368
2020-02-12 2019-12-31 13F Wal-Mart Stores COM 931142103 68,420 2,049 3.09 8,131 3.22 1.3546
2019-10-29 2019-09-30 13F Wal-Mart Stores COM 931142103 66,371 1,090 1.67 7,877 9.21 1.4162
2019-08-06 2019-06-30 13F Wal-Mart Stores COM 931142103 65,281 8,830 15.64 7,213 31.00 1.3672
2019-05-09 2019-03-31 13F Wal-Mart Stores COM 931142103 56,451 2,737 5.10 5,506 10.05 1.0510
2019-02-13 2018-12-31 13F Wal-Mart Stores COM 931142103 53,714 -1,528 -2.77 5,003 -3.57 1.0680
2018-11-14 2018-09-30 13F Wal-Mart Stores COM 931142103 55,242 270 0.49 5,188 10.20 0.9868
2018-08-10 2018-06-30 13F Wal-Mart Stores COM 931142103 54,972 1,828 3.44 4,708 -0.42 0.9489
2018-05-08 2018-03-31 13F Wal-Mart Stores COM 931142103 53,144 2,385 4.70 4,728 -5.67 0.9406
2018-02-13 2017-12-31 13F Wal-Mart Stores COM 931142103 50,759 45,360 840.16 5,012 1,087.68 0.9441
2017-11-09 2017-09-30 13F Wal-Mart Stores COM 931142103 5,399 5,399 422 0.0799
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.