Form 13-F position report

WALMART INC

Reported by Beta Wealth Group Inc

Company profile Manager portfolio Source filing
WMT CUSIP 931142103 Manager CIK 0001594417
Latest reported change

Reported 41,247 shares, up 35,142 (575.6%) from the prior quarter.

Reported value 515.7%; share count 575.6% vs. the prior quarter.

Added
% of reported 13F value 1.75% This manager · Q2 2026
Shares 41,247 Quarter-end amount reported
Reported value $4,671,731 Fair value at quarter end
Consecutive quarters held 17 Through Q2 2026

Reported position value by quarter

Reported position value by quarter

Each bar is a Form 13-F quarter-end snapshot. It does not show trades made within the quarter.

Manager history

Quarterly position history

How this manager's reported quarter-end position changed over time.

17 quarters
Quarter Activity Shares Change % of reported 13F Reported value Filed
Q2 2026 Added 41,247 +35,142 (575.6%) 1.75% $4,671,731 2026-07-24
Q1 2026 Reduced 6,105 -201 (-3.2%) 0.31% $758,771 2026-05-07
Q4 2025 Reduced 6,306 -200 (-3.1%) 0.28% $702,600 2026-02-13
Q3 2025 Added 6,506 +96 (1.5%) 0.26% $670,554 2025-11-07
Q2 2025 Reduced 6,410 -98 (-1.5%) 0.23% $626,845 2025-08-11
Q1 2025 Unchanged 6,508 0 (0.0%) 0.21% $571,303 2025-05-09
Q4 2024 Reduced 6,508 -1,503 (-18.8%) 0.26% $587,961 2025-01-31
Q3 2024 Added 8,011 +102 (1.3%) 0.29% $646,888 2024-11-01
Q2 2024 Added 7,909 +403 (5.4%) 0.25% $535,497 2024-08-12
Q1 2024 Reduced 7,506* -1,197 (-13.8%) 0.22% $451,661 2024-05-15
Q4 2023 Reduced 2,901 -1,000 (-25.6%) 0.32% $615,001 2024-02-12
Q3 2023 Added 3,901 +201 (5.4%) 0.37% $623,895 2023-11-13
Q2 2023 Added 3,700 +600 (19.4%) 0.34% $581,566 2023-08-11
Q1 2023 Added 3,100 +300 (10.7%) 0.26% $457,095 2023-05-09
Q4 2022 Added 2,800 +200 (7.7%) 0.27% $397,012 2023-02-13
Q3 2022 Added 2,600 +400 (18.2%) 0.24% $337,000 2022-11-01
Q2 2022 New 2,200 +2,200 (0.0%) 0.18% $267,000 2022-08-05
Institutional context

Who else reported the position

4624 managers reported WALMART INC for Q2 2026.

Manager Activity Shares Change % of reported 13F Reported value Tenure
BlackRock Inc Added 354,196,208 +1,110,560 0.6% $40,116,262,545 8 qtrs
VANGUARD CAPITAL MANAGEMENT LLC Added 286,350,346 +1,497,571 0.69% $32,432,040,188 2 qtrs
STATE STREET CORPORATION Added 188,036,646 +2,107,781 0.63% $21,297,030,526 53 qtrs
Invesco Ltd Added 148,459,333 +2,356,515 1.33% $16,814,504,040 53 qtrs
GEODE CAPITAL MANAGEMENT LLC Added 106,449,749 +593,609 0.64% $12,003,630,209 53 qtrs
JPMorgan Chase & Co Reduced 96,309,921 -26,159,864 0.61% $11,037,117,262 53 qtrs
VANGUARD PORTFOLIO MANAGEMENT LLC Added 94,765,592 +1,068,814 0.48% $10,733,150,951 2 qtrs
MORGAN STANLEY Added 88,318,921 +2,412,450 0.53% $10,003,001,315 53 qtrs
Bank of America Corporation Reduced 65,823,155 -21,092 0.48% $7,455,130,530 53 qtrs
NORGES BANK New 57,423,929 +57,423,929 0.65% $6,503,834,199 27 qtrs
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Filing details and methodology As reported
Report period
June 30, 2026
Filed
July 24, 2026
Filing type
13F-HR
Position type
COM

Voting authority reported

No voting-authority amounts were reported for this position. Voting authority is not required for reported call options.

Form 13-F is a delayed quarter-end snapshot of disclosed long Section 13(f) securities. It can be filed up to 45 days after quarter end, excludes short positions and most non-U.S. securities, and does not reveal intra-quarter trading. For options, reported shares and value describe the underlying-share exposure; strike, expiry, premium, and written positions are not disclosed.