SEC 13F Intelligence

Managers / Q1 2026

Walmart Inc.

CIK 0000104169 · 1 CUSTOMER DRIVE, BENTONVILLE, AR, 72716 · 5012734000

Reported Value
$840M
Q1 2026
Positions
3
Filings on Record
7
2019–present window
Filed
May 8, 2026
original filing

Summary

Walmart Inc. reported $840M in U.S.-listed holdings across 3 positions for Q1 2026.

The portfolio is heavily concentrated: SYM alone accounts for 95.0% of reported value.

The book was largely unchanged from Q4 2025.

Portfolio Metrics

Turnover
0.0%
vs prior filed quarter
Largest Position
+95.0%
Symbotic

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’24: $366MQ4 ’24Q1 ’25: $311MQ1 ’25Q2 ’25: $593MQ2 ’25Q3 ’25: $910MQ3 ’25Q4 ’25: $974MQ4 ’25Q1 ’26: $840MQ1 ’26filingsflow.com

Portfolio Composition

By security type
Common Stock: 96.3%Other: 3.7%
  • Common Stock · 96.3% · $809M
  • Other · 3.7% · $31M

Quarter-over-Quarter Changes full breakdown →

vs Q4 2025 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
SYMSYMBOTIC INCHELD+015.00M$95M$798M
KLARNA GROUP PLCHELD+02.40M$38M$31M
GDOTGREEN DOT CORPHELD+0975.0K$2M$11M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q1 2026

3 positions
#IssuerClass% PortfolioValueShares
1SYMSYMBOTIC INChistory →CLASS A COM94.96%$798M15.00M
2KLARNA GROUP PLCORDINARY SHARES3.74%$31M2.40M
3GDOTGREEN DOT CORPhistory →CL A1.30%$11M975.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$840M3May 8, 202613F-HRchanges · EDGAR ↗
Q4 2025$974M3Feb 6, 202613F-HRchanges · EDGAR ↗
Q3 2025$910M3Oct 24, 2025RESTATEMENTchanges · EDGAR ↗
Q2 2025$593M2Aug 8, 202513F-HRchanges · EDGAR ↗
Q1 2025$311M2May 16, 202513F-HRchanges · EDGAR ↗
Q4 2024$366M2Feb 14, 202513F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.