WI
Walmart Inc.
Concentrated strategySector-focusedQuality / disciplined sizing
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%.
Personality snowflake
- Concentration
- 100
- Portfolio Stability
- 14.77
- Momentum/Contrarian
- 50
- Sector conviction
- 100
- Diversification
- 6
- Sizing Uniformity
- 83.98
Recent moves
Trim KLAR
0.0% -$38.0M
Add SYM
0.0% -$94.5M
Add GDOT
0.0% -$1.6M
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 | 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% | — |
Reported value over time
Sector allocation
Sector allocation over time
Quarterly history
Holding changes this quarter
| # | 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 |
FAQ
What is Walmart Inc. and what type of investor is it?
Walmart Inc. is a investment manager that files SEC Form 13F quarterly, disclosing its U.S. public equity holdings to regulators. As of the most recent reporting period (2026-03-31), the firm manages a tracked equity portfolio valued at approximately $840.4M, 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) — $798.0M (95.0%)
2. Klarna Group plc (KLAR) — $31.4M (3.7%)
3. Green Dot Corp-class A (GDOT) — $10.9M (1.3%)
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%