Walmart Inc.
WMT- 交易所
- Nasdaq
- 產業
- Retail-Variety Stores
- SEC CIK
- 0000104169
近 90 天，Walmart Inc. 內部人申報 0 筆公開市場買進、7 筆賣出；2026 年第 2 季末有 4,426 家機構在 13F 申報持有，市值合計 $3,361 億；蓋茲基金會信託、索羅斯基金管理等 4 位大師持有。
2021 年第 2 季 13F 持有人
Walmart Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 2,501
- 較 2021 年第 1 季 +45 家
- 持有股數
- 8.64 億
- 較 2021 年第 1 季 +2,852 萬 (+3.4%)
- 總市值
- $1,218 億
- 較 2021 年第 1 季 +$83.2 億 (+7.3%)
- 新進機構
- 162
- 另有 1,158 家加碼
- 清倉機構
- 117
- 另有 908 家減碼
另有 36 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 WMT 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 4,426 | $3,361 億 |
| 2026 年第 1 季 | 4,467 | $3,600 億 |
| 2025 年第 4 季 | 4,414 | $3,256 億 |
| 2025 年第 3 季 | 4,031 | $2,888 億 |
| 2025 年第 2 季 | 3,976 | $2,757 億 |
| 2025 年第 1 季 | 3,882 | $2,476 億 |
| 2024 年第 4 季 | 3,920 | $2,553 億 |
| 2024 年第 3 季 | 3,465 | $2,251 億 |
| 2024 年第 2 季 | 3,321 | $1,886 億 |
| 2024 年第 1 季 | 3,212 | $1,665 億 |
| 2023 年第 4 季 | 3,091 | $1,451 億 |
| 2023 年第 3 季 | 2,931 | $1,472 億 |
| 2023 年第 2 季 | 2,883 | $1,430 億 |
| 2023 年第 1 季 | 2,859 | $1,311 億 |
| 2022 年第 4 季 | 2,814 | $1,236 億 |
| 2022 年第 3 季 | 2,609 | $1,127 億 |
| 2022 年第 2 季 | 2,627 | $1,063 億 |
| 2022 年第 1 季 | 2,734 | $1,317 億 |
| 2021 年第 4 季 | 2,733 | $1,276 億 |
| 2021 年第 3 季 | 2,489 | $1,221 億 |
| 2021 年第 2 季 | 2,501 | $1,218 億 |
| 2021 年第 1 季 | 2,492 | $1,139 億 |
2021 年第 2 季持有機構
每家機構持有 Walmart Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Souders Financial Advisors | 4,248 | $59.9 萬 | 0.20% | +536+14.4% | 加碼 |
| Pathstone Family Office, LLC | 4,249 | $59.9 萬 | 0.02% | +1,499+54.5% | 加碼 |
| Golden Green, Inc. | 4,264 | $60.1 萬 | 0.46% | −39−0.9% | 減碼 |
| E&G Advisors, LP | 0 | $60.2 萬 | 0.16% | −4,072−100.0% | 減碼 |
| Jackson Square Capital, LLC | 4,283 | $60.4 萬 | 0.19% | −16−0.4% | 減碼 |
| Godshalk Welsh Capital Management, Inc. | 4,275 | $60.4 萬 | 0.38% | 00.0% | 不變 |
| Lee Financial Co | 4,292 | $60.5 萬 | 0.13% | −9−0.2% | 減碼 |
| Cypress Capital Management LLC | 4,308 | $60.8 萬 | 0.08% | +32+0.7% | 加碼 |
| Aspire Private Capital, LLC | 4,328 | $61.0 萬 | 0.20% | +968+28.8% | 加碼 |
| Shepherd Kaplan Krochuk, LLC | 4,332 | $61.1 萬 | 0.22% | −400−8.5% | 減碼 |
| BTR Capital Management Inc | 4,330 | $61.1 萬 | 0.08% | 00.0% | 不變 |
| Aspiriant, LLC | 4,345 | $61.4 萬 | 0.03% | +237+5.8% | 加碼 |
| Fulcrum Equity Management | 4,363 | $61.5 萬 | 0.23% | +34+0.8% | 加碼 |
| Tradewinds Capital Management, LLC | 4,367 | $61.6 萬 | 0.11% | −47−1.1% | 減碼 |
| Foundations Investment Advisors, LLC | 4,389 | $61.6 萬 | 0.03% | +778+21.5% | 加碼 |
| Engine No. 1 LLC | 4,380 | $61.8 萬 | 0.17% | +4,380 | 新進 |
| Kimelman & Baird, LLC | 4,389 | $61.9 萬 | 0.06% | +4,389 | 新進 |
| Keudell/Morrison Wealth Management | 4,413 | $62.2 萬 | 0.34% | +277+6.7% | 加碼 |
| Maltin Wealth Management, Inc. | 4,408 | $62.2 萬 | 0.38% | +713+19.3% | 加碼 |
| NSI Retail Advisors, LLC | 4,413 | $62.2 萬 | 0.09% | +4,413 | 新進 |
| Farmers & Merchants Trust Co of Long Beach | 4,421 | $62.3 萬 | 0.17% | +2,080+88.9% | 加碼 |
| Compton Wealth Advisory Group, LLC | 4,424 | $62.4 萬 | 0.29% | +32+0.7% | 加碼 |
| XML Financial, LLC | 4,433 | $62.5 萬 | 0.14% | +20+0.5% | 加碼 |
| Fort Sheridan Advisors LLC | 4,437 | $62.6 萬 | 0.21% | +75+1.7% | 加碼 |
| Verity & Verity, LLC | 4,453 | $62.8 萬 | 0.10% | 00.0% | 不變 |
| Howard Capital Management Group, LLC | 4,462 | $62.9 萬 | 0.06% | 00.0% | 不變 |
| South Shore Capital Advisors | 4,458 | $62.9 萬 | 1.13% | +36+0.8% | 加碼 |
| FinTrust Capital Advisors, LLC | 4,462 | $62.9 萬 | 0.17% | +466+11.7% | 加碼 |
| Intercontinental Wealth Advisors, LLC | 4,477 | $63.1 萬 | 0.13% | +115+2.6% | 加碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 4,480 | $63.2 萬 | 0.01% | 00.0% | 不變 |
| Tributary Capital Management, LLC | 4,490 | $63.3 萬 | 0.05% | −100−2.2% | 減碼 |
| RMB Capital Management, LLC | 4,489 | $63.3 萬 | 0.02% | +757+20.3% | 加碼 |
| Berman Capital Advisors, LLC | 4,499 | $63.4 萬 | 0.10% | +866+23.8% | 加碼 |
| Gleason Group, Inc. | 4,506 | $63.6 萬 | 0.23% | +35+0.8% | 加碼 |
| Oak Asset Management, LLC | 4,507 | $63.6 萬 | 0.27% | +4,507 | 新進 |
| Cowa, LLC | 4,589 | $63.9 萬 | 0.40% | −482−9.5% | 減碼 |
| Austin Private Wealth, LLC | 4,534 | $63.9 萬 | 0.15% | +208+4.8% | 加碼 |
| Crestwood Advisors Group LLC | 4,549 | $64.2 萬 | 0.02% | −191−4.0% | 減碼 |
| HMS Capital Management, LLC | 4,550 | $64.2 萬 | 0.29% | +616+15.7% | 加碼 |
| Triangle Securities Wealth Management | 4,563 | $64.3 萬 | 0.22% | −165−3.5% | 減碼 |
| Bremer Bank National Association | 4,581 | $64.6 萬 | 0.14% | −71−1.5% | 減碼 |
| Golden State Wealth Management, LLC | 4,586 | $64.7 萬 | 0.14% | −467−9.2% | 減碼 |
| Cypress Wealth Services, LLC | 4,596 | $64.8 萬 | 0.18% | −723−13.6% | 減碼 |
| Camden National Bank | 4,601 | $64.9 萬 | 0.12% | −134−2.8% | 減碼 |
| Arkfeld Wealth Strategies, L.L.C. | 4,585 | $64.9 萬 | 0.39% | 00.0% | 不變 |
| Princeton Portfolio Strategies Group LLC | 4,600 | $64.9 萬 | 0.13% | 00.0% | 不變 |
| Arcus Capital Partners, LLC | 4,623 | $65.2 萬 | 0.30% | +10+0.2% | 加碼 |
| Trillium Asset Management, LLC | 4,629 | $65.3 萬 | 0.02% | +161+3.6% | 加碼 |
| Callan Capital, LLC | 4,645 | $65.5 萬 | 0.11% | 00.0% | 不變 |
| Soltis Investment Advisors LLC | 4,646 | $65.5 萬 | 0.10% | +3,054+191.8% | 加碼 |
| 20/20 Capital Management, Inc. | 4,649 | $65.6 萬 | 0.17% | +10.0% | 加碼 |
| MEMBERS Trust Co | 4,685 | $66.1 萬 | 0.02% | −145−3.0% | 減碼 |
| High Falls Advisors, Inc | 4,694 | $66.2 萬 | 0.18% | +27+0.6% | 加碼 |
| McKinley Carter Wealth Services, Inc. | 4,701 | $66.3 萬 | 0.05% | −15−0.3% | 減碼 |
| Enlightenment Research, LLC | 4,700 | $66.3 萬 | 0.84% | +4,700 | 新進 |
| Verdence Capital Advisors LLC | 4,706 | $66.4 萬 | 0.09% | −136−2.8% | 減碼 |
| Hills Bank & Trust Co | 4,722 | $66.6 萬 | 0.10% | 00.0% | 不變 |
| Eagle Capital Management LLC | 4,729 | $66.7 萬 | 0.00% | +4,729 | 新進 |
| Axiom Financial Strategies, LLC | 4,736 | $66.8 萬 | 0.31% | +308+7.0% | 加碼 |
| Accurate Wealth Management, LLC | 4,737 | $66.8 萬 | 0.59% | +4,737 | 新進 |
| IMS Capital Management | 4,745 | $66.9 萬 | 0.39% | +9+0.2% | 加碼 |
| Phoenix Wealth Advisors | 4,821 | $67.5 萬 | 0.49% | +136+2.9% | 加碼 |
| Retirement Planning Group | 4,789 | $67.5 萬 | 0.08% | +1,375+40.3% | 加碼 |
| Merit Financial Group, LLC | 4,798 | $67.7 萬 | 0.06% | −593−11.0% | 減碼 |
| Bluestein R H & Co | 4,798 | $67.7 萬 | 0.03% | +380+8.6% | 加碼 |
| Curbstone Financial Management Corp | 4,818 | $67.9 萬 | 0.13% | +50+1.0% | 加碼 |
| Westshore Wealth, LLC | 4,853 | $68.4 萬 | 0.35% | +3,003+162.3% | 加碼 |
| Fukoku Mutual Life Insurance Co | 4,860 | $68.5 萬 | 0.05% | −200−4.0% | 減碼 |
| Investors Research Corp | 4,856 | $68.5 萬 | 0.24% | 00.0% | 不變 |
| Regent Peak Wealth Advisors LLC | 4,810 | $68.6 萬 | 0.19% | −181−3.6% | 減碼 |
| Edge Capital Group, LLC | 4,885 | $68.9 萬 | 0.06% | −1,052−17.7% | 減碼 |
| Advisory Resource Group | 4,905 | $69.2 萬 | 0.28% | +20.0% | 加碼 |
| Uncommon Cents Investing LLC | 4,907 | $69.2 萬 | 0.28% | +2,015+69.7% | 加碼 |
| Boston Trust Walden Corp | 4,934 | $69.6 萬 | 0.01% | +500+11.3% | 加碼 |
| Johnson Midwest Financial, LLC | 4,942 | $69.7 萬 | 0.69% | +6+0.1% | 加碼 |
| Garrett Investment Advisors LLC | 4,965 | $70.0 萬 | 0.22% | +236+5.0% | 加碼 |
| Evergreen Capital Management LLC | 4,970 | $70.1 萬 | 0.03% | +419+9.2% | 加碼 |
| Kelman-Lazarov, Inc. | 4,975 | $70.2 萬 | 0.25% | −17−0.3% | 減碼 |
| Advisor Resource Council | 4,995 | $70.4 萬 | 0.07% | +4,995 | 新進 |
| Insight Wealth Strategies, LLC | 5,002 | $70.5 萬 | 0.10% | −3,770−43.0% | 減碼 |
| Collective Family Office LLC | 4,997 | $70.5 萬 | 0.30% | +250+5.3% | 加碼 |
| Covenant Multifamily Offices, LLC | 4,997 | $70.5 萬 | 0.13% | +1,661+49.8% | 加碼 |
| CRA Financial Services, LLC | 5,009 | $70.6 萬 | 0.25% | −48−0.9% | 減碼 |
| Kerntke Otto McGlone Wealth Management Group | 5,007 | $70.6 萬 | 0.28% | +276+5.8% | 加碼 |
| Sanders Morris Harris LLC | 5,008 | $70.6 萬 | 0.14% | +400+8.7% | 加碼 |
| Townsend Asset Management Corp | 5,013 | $70.7 萬 | 0.39% | +150+3.1% | 加碼 |
| Old North State Trust, LLC | 5,020 | $70.8 萬 | 0.53% | +200+4.1% | 加碼 |
| Mason Investment Advisory Services, Inc. | 5,037 | $71.0 萬 | 0.07% | +5,037 | 新進 |
| Legacy Financial Advisors, Inc. | 5,044 | $71.1 萬 | 0.18% | +81+1.6% | 加碼 |
| FSB Premier Wealth Management, Inc. | 5,055 | $71.2 萬 | 0.36% | −214−4.1% | 減碼 |
| Stableford Capital II LLC | 5,060 | $71.4 萬 | 0.34% | +474+10.3% | 加碼 |
| HBW Advisory Services LLC | 5,078 | $71.6 萬 | 0.19% | −78−1.5% | 減碼 |
| Security National Trust Co | 5,094 | $71.8 萬 | 0.16% | +25+0.5% | 加碼 |
| Carlson Capital Management | 5,129 | $72.3 萬 | 0.10% | −29−0.6% | 減碼 |
| DF Dent & Co Inc | 5,127 | $72.3 萬 | 0.01% | 00.0% | 不變 |
| FDx Advisors, Inc. | 5,134 | $72.4 萬 | 0.02% | −230−4.3% | 減碼 |
| Smith Shellnut Wilson LLC | 5,144 | $72.5 萬 | 0.42% | −228−4.2% | 減碼 |
| Oldfather Financial Services, LLC | 4,877 | $72.5 萬 | 0.40% | +140+3.0% | 加碼 |
| Gyon Technologies Capital Management, LP | 5,143 | $72.5 萬 | 0.24% | +2,364+85.1% | 加碼 |
| Prestige Wealth Management Group LLC | 5,157 | $72.8 萬 | 0.19% | −6,153−54.4% | 減碼 |