Walmart Inc.
US ˙ NasdaqGS ˙ US9311421039

SecurityWMT / Walmart Inc.
InstitutionLegacy Bridge, LLC
Latest Disclosed Ownership38,571 shares
Latest Disclosed Value $ 4,793,604
Legacy Bridge, LLC reports 4.29% increase in ownership of WMT / Walmart Inc.

On May 14, 2026 - Legacy Bridge, LLC filed a 13F-HR form disclosing ownership of 38,571 shares of Walmart Inc. (US:WMT) valued at $4,793,604 USD as of March 31, 2026. The entity filed a previous 13F-HR on January 23, 2026 disclosing 36,986 shares of Walmart Inc.. This represents a change in shares of 4.29% during the quarter. The current value of the position is $4,508,564 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)
2026-05-14 2026-03-31 13F WALMART COM 931142103 38,571 1,585 4.29 4,794 16.33 1.8282
2026-01-23 2025-12-31 13F WALMART COM 931142103 36,986 1,023 2.84 4,121 11.17 1.6724
2025-11-12 2025-09-30 13F WALMART COM 931142103 35,963 -50 -0.14 3,706 5.25 1.5423
2025-08-06 2025-06-30 13F WALMART COM 931142103 36,013 -209 -0.58 3,521 10.76 1.6712
2025-05-08 2025-03-31 13F WALMART COM 931142103 36,222 2,010 5.88 3,180 2.85 1.7744
2025-01-22 2024-12-31 13F WALMART COM 931142103 34,212 30 0.09 3,091 11.99 1.6115
2024-11-07 2024-09-30 13F WALMART COM 931142103 34,182 29 0.08 2,760 19.38 1.4864
2024-08-06 2024-06-30 13F WALMART COM 931142103 34,153 215 0.63 2,312 13.22 1.3631
2024-04-25 2024-03-31 13F WALMART COM 931142103 33,938 23,150 214.59 2,042 20.12 1.1946
2024-01-17 2023-12-31 13F WALMART COM 931142103 10,788 -175 -1.60 1,701 -3.02 1.1021
2023-10-11 2023-09-30 13F WALMART COM 931142103 10,963 250 2.33 1,753 4.16 1.2498
2023-07-11 2023-06-30 13F WALMART COM 931142103 10,713 0 0.00 1,684 6.59 1.1240
2023-04-24 2023-03-31 13F WALMART COM 931142103 10,713 0 0.00 1,580 4.02 1.1020
2023-01-11 2022-12-31 13F WALMART COM 931142103 10,713 0 0.00 1,519 9.29 1.0797
2022-11-02 2022-09-30 13F WALMART COM 931142103 10,713 0 0.00 1,389 6.68 1.1080
2022-07-21 2022-06-30 13F WALMART COM 931142103 10,713 -25 -0.23 1,302 -18.57 0.9609
2022-04-28 2022-03-31 13F WALMART COM 931142103 10,738 0 0.00 1,599 2.90 0.9342
2022-01-18 2021-12-31 13F WALMART COM 931142103 10,738 3,930 57.73 1,554 63.75 0.8095
2021-10-26 2021-09-30 13F WALMART COM 931142103 6,808 0 0.00 949 -1.15 0.5471
2021-08-03 2021-06-30 13F WALMART COM 931142103 6,808 0 0.00 960 3.78 0.5430
2021-04-29 2021-03-31 13F WALMART COM 931142103 6,808 -56 -0.82 925 -6.47 0.5985
2021-02-02 2020-12-31 13F WALMART COM 931142103 6,864 920 15.48 989 18.87 0.7170
2020-10-19 2020-09-30 13F WALMART COM 931142103 5,944 443 8.05 832 26.25 0.7595
2020-08-04 2020-06-30 13F WALMART COM 931142103 5,501 56 1.03 659 6.46 0.7253
2020-05-01 2020-03-31 13F/A-1 WALMART COM 931142103 5,445 207 3.95 619 -0.48 0.7796
2020-04-09 2020-03-31 13F WALMART COM 931142103 5,445 207 619 785,154.3672
2020-02-04 2019-12-31 13F WALMART COM 931142103 5,238 8 0.15 622 0.16 0.5165
2019-10-15 2019-09-30 13F WALMART COM 931142103 5,230 -150 -2.79 621 4.55 0.5929
2019-07-11 2019-06-30 13F WALMART COM 931142103 5,380 200 3.86 594 17.62 0.5729
2019-04-26 2019-03-31 13F WALMART COM 931142103 5,180 0 0.00 505 4.55 0.5206
2019-01-25 2018-12-31 13F WALMART COM 931142103 5,180 5,180 483 0.5977
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.