WI
Walmart Inc. — 13F Filing & Top Stock Positions (Q2 2026)
Walmart Inc.CIK: 0000104169
Concentrated strategySector-focusedLong-term holder
Total reported value
$736.0M
Reporting period: 2026-06-30 · Number of holdings: 3
Walmart Inc. disclosed 3 holdings in its latest 13F filing for the period ending 2026-06-30, with total reported value of $736.0M and a quarterly turnover rate of 0.0%.
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Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 0
- Momentum
- 50
- Sector conviction
- 100
- Diversification
- 6
- Sizing Uniformity
- 84.84
Walmart Inc.'s disclosed holdings carry a Herfindahl concentration index of 0.844 — mathematically equivalent to about 1 equally-sized positions, well below its 3 actual disclosed holdings. That gap points to a strategy built around a small core of high-conviction bets rather than broad diversification.
Position sizes vary widely across the portfolio (a coefficient of variation of 1.52), with a handful of outsized bets alongside many smaller positions.
No strong tilt toward either adding to existing winners or initiating outsized new positions was observed in the latest reported quarter.
Source and citation information
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Recent moves
View source Form 13F filing on SEC.govTrim SYM
0.0% -$123.8M
Add KLAR
0.0% $17.2M
Add GDOT
0.0% $2.2M
Holdings Map
New buyAddUnchangedTrim
Top 10 holdings by weight
Full holdings list this quarter
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | SYM | Symbotic Inc | Stock-Industrials | 91.61% | -3.35% | — | |
| 2 | KLAR | Klarna Group plc | Stock-Other | 6.60% | +2.86% | — | |
| 3 | GDOT | Green Dot Corp-class A | Stock-Other | 1.79% | +0.49% | — |
Portfolio Performance
Performance for Q3 2026
-14.3%
Performance Last 4 Quarters
-16%
- Stdev
- +73.2%
- Beta
- +2.03
- Alpha
- +21.9%
- Max Drawdown
- -52%
- Annualized Perf
- +45.2%
- Batting Avg vs S&P
- +50%
- Sortino
- +1.88
- Stutzer
- +0.25
- Treynor
- +0.3
- Sterling
- +0.73
- Calmar
- +0.87
- Information Ratio
- +0.6
- Tracking Error
- +69.4%
- Stdev Down
- +32.3%
- Winning Months %
- +44.4%
- Losing Months %
- +55.6%
- Best 12 Months
- +165.1%
- Worst 12 Months
- -18.9%
- Efficiency Ratio
- +0.26
- Sharpe
- +0.83
- Stdev Sectors
- 0%
- Skewness
- +0.67
- Kurtosis
- -0.49
- Upside Potential
- +3.9
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | KLAR | Klarna Group plc | +2.9% | — | Unchanged |
| 2 | GDOT | Green Dot Corp-class A | +0.5% | — | Unchanged |
| 3 | SYM | Symbotic Inc | -3.4% | — | Unchanged |
* This report is exclusively curated by the AlphaSMO team. AlphaSMO is the web's most authoritative 13F / Inside Trader database, delivering precise insider trading and institutional holdings insights.
Filing History
FAQ
What is Walmart Inc. and what type of investor is it?
Walmart Inc. is an investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-06-30), the firm manages a tracked equity portfolio valued at approximately $736.0M, spread across 3 disclosed positions.
What are Walmart Inc.'s largest equity positions?
Based on the latest 13F filing, Walmart Inc.'s top holdings by market value are:
1. Symbotic Inc (SYM) — $674.3M (91.6%)
2. Klarna Group plc (KLAR) — $48.6M (6.6%)
3. Green Dot Corp-class A (GDOT) — $13.2M (1.8%)
What changes did Walmart Inc. make in its most recent portfolio filing?
No notable portfolio changes were recorded for Walmart Inc. in the most recent quarter. Holdings appear to have remained relatively stable.
What sectors does Walmart Inc. focus on?
Walmart Inc. is concentrated in the following sectors based on its current disclosed equity portfolio:
• Industrials: 100.0%
Investment Profile
Walmart Inc. returned an annualized 45.2% over the trailing 18 months — outperforming the S&P 500 by 21.9 points — based on a reconstructed track record of its disclosed 13F positions, with a beta of 2.03 (more volatile than the market) and a 50% quarterly batting average against the index.
Its portfolio is concentrated and long-term-holding, with 100.0% of the portfolio concentrated in Industrials.
It has trimmed its SYM position for two straight quarters, cutting it by $218.3M while still holding $674.3M.
Peer Institutions
Institutions with a similar AUM
KC
Kingsway Capital Partners Ltd
CIK 0002145813
Total reported value
$736.0M
5 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction0.0
AUM within 0.0% of this institution
View detail
GF
Gr Financial Group, LLC
CIK 0002011751
Total reported value
$735.9M
37 stks
2026-06-30
Concentration100.0
Portfolio Stability0.0
Sector conviction100.0
AUM within 0.0% of this institution
View detail
SF
S-Bank Fund Management Ltd
CIK 0002036461
Total reported value
$735.9M
249 stks
2026-06-30
Concentration9.8
Portfolio Stability0.0
Sector conviction60.1
AUM within 0.0% of this institution
View detail
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Developer Access
Access Walmart Inc.'s institutional profile programmatically:
REST API
curl https://alphasmo.com/api/v1/institutions/walmart-incCLI
npx alphasmo institutions get walmart-inc