Total reported value
$840.4M
Reporting period: 2026-03-31 · Number of holdings: 3
Walmart Inc. disclosed 3 holdings in its latest 13F filing for the period ending 2026-03-31, with total reported value of $840.4M and a quarterly turnover rate of 14.8%.
Browse other institutions with $100M to $1B AUMBrowse other institutions starting with "W"
Trim KLAR
0.0% -$38.0M
Add SYM
0.0% -$94.5M
Add GDOT
0.0% -$1.6M
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYM | Symbotic INC | Stock-Industrials | 94.96% | +3.36% | — | |
| 2 | KLAR | Klarna Group plc | Stock-Other | 3.74% | -3.38% | — | |
| 3 | GDOT | Green Dot Corp-class A | Stock-Other | 1.30% | +0.02% | — |
Performance for Q3 2026
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Performance Last 4 Quarters
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Based on 0 months of available history
Based on 4% of reported portfolio value with available pricing
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | SYM | Symbotic INC | +3.4% | — | Unchanged |
| 2 | GDOT | Green Dot Corp-class A | 0% | — | Unchanged |
| 3 | KLAR | Klarna Group plc | -3.4% | — | Unchanged |
Institutions with a similar AUM
CIK 0001697934
Total reported value
$840.3M
497 stks
2025-09-30
Stale — no recent filing
AUM within 0.0% of this institution
CIK 0001632187
Total reported value
$840.1M
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AUM within 0.0% of this institution
CIK 0000860413
Total reported value
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177 stks
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Stale — no recent filing
AUM within 0.1% of this institution
Institutions with overlapping top holdings
CIK 0000008565
Total reported value
$231.0M
2 stks
2026-03-31
1 of the top 5 holdings overlap, including Klarna Group plc
CIK 0001065521
Total reported value
$11.4B
31 stks
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1 of the top 5 holdings overlap, including Symbotic INC
CIK 0001133918
Total reported value
$31.6M
3 stks
2015-09-30
Stale — no recent filing
1 of the top 5 holdings overlap, including Green Dot Corp-class A