Walmart Inc.
US ˙ NasdaqGS ˙ US9311421039

SecurityWMT / Walmart Inc.
InstitutionIFP Advisors, Inc
Latest Disclosed Ownership140,559 shares
Latest Disclosed Value $ 17,468,673
IFP Advisors, Inc reports 2.64% increase in ownership of WMT / Walmart Inc.

On April 13, 2026 - IFP Advisors, Inc filed a 13F-HR form disclosing ownership of 140,559 shares of Walmart Inc. (US:WMT) valued at $17,468,673 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 6, 2026 disclosing 136,945 shares of Walmart Inc.. This represents a change in shares of 2.64% during the quarter. The current value of the position is $16,549,417 USD.

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)
2026-04-13 2026-03-31 13F WALMART cs 931142103 140,559 3,614 2.64 17,469 14.49 0.3622
2026-02-06 2025-12-31 13F WALMART cs 931142103 136,945 2,421 1.80 15,257 10.05 0.3425
2026-02-06 2025-09-30 13F/A-1 WALMART cs 931142103 134,524 13,683 11.32 13,864 17.33 0.3600
2025-12-02 2025-09-30 13F WALMART cs 931142103 134,634 13,793 13,879 0.3579
2025-07-24 2025-06-30 13F WALMART cs 931142103 120,841 22,015 22.28 11,817 36.18 0.3360
2025-05-05 2025-03-31 13F WALMART cs 931142103 98,826 11,296 12.91 8,678 9.72 0.2676
2025-02-04 2024-12-31 13F WALMART cs 931142103 87,530 7,687 9.63 7,908 22.66 0.2590
2025-02-04 2024-09-30 13F WALMART cs 931142103 79,843 27,177 51.60 6,447 80.84 0.2324
2024-07-30 2024-06-30 13F WALMART cs 931142103 52,666 10,006 23.46 3,566 38.93 0.1415
2024-07-30 2024-03-31 13F WALMART cs 931142103 42,660 28,252 196.09 2,567 12.99 0.1126
2024-01-09 2023-12-31 13F WALMART cs 931142103 14,408 -3,743 -20.62 2,271 -21.74 0.1072
2023-10-12 2023-09-30 13F WALMART cs 931142103 18,151 -5,187 -22.23 2,903 -20.88 0.1305
2023-08-14 2023-06-30 13F/A-1 WALMART cs 931142103 23,338 2,585 12.46 3,668 141.63 0.1534
2023-08-04 2023-06-30 13F WALMART cs 931142103 23,338 2,585 1,707 0.0790
2023-04-18 2023-03-31 13F WALMART cs 931142103 20,753 -23,672 -53.29 1,518 50,500.00 0.0661
2023-02-07 2022-12-31 13F WALMART cs 931142103 44,425 -2,999 -6.32 3 -99.91 0.0884
2022-11-08 2022-09-30 13F WALMART cs 931142103 47,424 3,775 8.65 3,520 8.74 0.0917
2022-09-06 2022-06-30 13F/A-1 WALMART cs 931142103 43,649 0 0.00 3,237 0.00 0.1038
2022-09-06 2022-03-31 13F/A-1 WALMART cs 931142103 43,649 22,107 102.62 3,237 4.08 0.1038
2022-08-08 2022-03-31 13F WALMART INC COM Stock 931142103 24,663 3,121 1,818 0.0371
2022-01-12 2021-12-31 13F WALMART INC COM Stock 931142103 21,542 -1,833 -7.84 3,110 -4.60 0.0608
2021-10-06 2021-09-30 13F WALMART INC COM Stock 931142103 23,375 1,924 8.97 3,260 7.80 0.0652
2021-07-13 2021-06-30 13F WALMART INC COM Stock 931142103 21,451 915 4.46 3,024 8.54 0.0626
2021-04-30 2021-03-31 13F WALMART INC COM Stock 931142103 20,536 -2,398 -10.46 2,786 -15.65 0.0542
2021-01-25 2020-12-31 13F WALMART INC COM Stock 931142103 22,934 -58 -0.25 3,303 2.71 0.1339
2020-10-29 2020-09-30 13F WALMART INC COM Stock 931142103 22,992 474 2.10 3,216 19.82 0.1920
2020-08-05 2020-06-30 13F WALMART INC COM Stock 931142103 22,518 -963 -4.10 2,684 4.11 0.2127
2020-05-12 2020-03-31 13F WALMART INC COM Stock 931142103 23,481 1,482 6.74 2,578 -1.94 0.2601
2020-01-17 2019-12-31 13F WALMART INC COM Stock 931142103 21,999 -22,697 -50.78 2,629 -50.37 0.1976
2019-11-07 2019-09-30 13F WALMART INC COM Stock 931142103 44,696 25,869 137.40 5,297 186.63 0.3549
2019-05-15 2019-03-31 13F WALMART Stock 931142103 18,827 -31,142 -62.32 1,848 -59.86 0.2523
2019-06-03 2018-12-31 13F/A-10 WALMART INC COM Stock 931142103 49,969 -4,865 -8.87 4,604 -10.58 0.2806
2019-01-23 2018-12-31 13F WALMART INC COM Stock 931142103 49,969 -4,865 4,604 0.2806
2019-06-03 2018-09-30 13F/A-9 WALMART INC COM Stock 931142103 54,834 4,015 7.90 5,149 18.29 0.2099
2018-10-25 2018-09-30 13F WALMART INC COM Stock 931142103 54,834 4,015 5,149 0.2099
2019-06-03 2018-06-30 13F/A-8 WALMART INC COM Stock 931142103 50,819 5,412 11.92 4,353 -2.92 0.1831
2018-08-07 2018-06-30 13F WALMART INC COM Stock 931142103 50,819 -183 4,353
2019-06-03 2018-03-31 13F/A-7 WAL-MART STORES INC COM Stock 931142103 45,407 0 0.00 4,484 0.00 0.2032
2018-05-09 2018-03-31 13F WALMART INC COM Stock 931142103 51,002 5,595 4,538
2019-06-03 2017-12-31 13F/A-6 WAL-MART STORES INC COM Stock 931142103 45,407 -28,065 -38.20 4,484 -21.90 0.2032
2018-01-24 2017-12-31 13F WAL-MART STORES INC COM Stock 931142103 45,407 -28,065 4,484
2017-10-30 2017-09-30 13F WAL-MART STORES INC COM Stock 931142103 73,472 -2,822 -3.70 5,741 -0.57 0.2280
2019-06-03 2017-06-30 13F/A-5 WAL-MART STORES INC COM Stock 931142103 76,294 1,593 2.13 5,774 7.24 0.2448
2017-07-31 2017-06-30 13F WAL-MART STORES INC COM Stock 931142103 76,294 1,593 5,774
2019-06-03 2017-03-31 13F/A-4 WAL-MART STORES INC COM Stock 931142103 74,701 2,603 3.61 5,384 8.05 0.2345
2017-04-26 2017-03-31 13F WAL-MART STORES INC COM Stock 931142103 74,701 2,603 5,384
2019-06-03 2016-12-31 13F/A-3 WAL-MART STORES INC COM Stock 931142103 72,098 9,747 15.63 4,983 10.81 0.2405
2017-02-14 2016-12-31 13F WAL-MART STORES INC COM Stock 931142103 72,098 9,747 4,983
2016-11-04 2016-09-30 13F WAL-MART STORES INC COM Stock 931142103 62,351 -796 -1.26 4,497 -2.47 0.2338
2019-06-03 2016-06-30 13F/A-2 WAL-MART STORES INC COM Stock 931142103 63,147 44,320 235.41 4,611 149.51 0.2574
2016-08-22 2016-06-30 13F WAL-MART STORES INC COM Stock 931142103 63,147 44,320 4,611
2019-06-03 2016-03-31 13F/A-1 WALMART Stock 931142103 18,827 -40,498 -68.26 1,848 -49.19 0.2523
2016-05-02 2016-03-31 13F WAL-MART STORES INC COM Stock 931142103 63,404 4,079 4,343
2016-02-11 2015-12-31 13F WAL-MART STORES INC COM Stock 931142103 59,325 59,325 3,637 0.2441
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.