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。
2023 年第 2 季 13F 持有人
Walmart Inc. 在 2023/6/30 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
- 2,883
- 較 2023 年第 1 季 +50 家
- 持有股數
- 9.18 億
- 較 2023 年第 1 季 +2,737 萬 (+3.1%)
- 總市值
- $1,430 億
- 較 2023 年第 1 季 +$120.7 億 (+9.2%)
- 新進機構
- 173
- 另有 1,213 家加碼
- 清倉機構
- 123
- 另有 1,130 家減碼
另有 26 家機構在 2023 年第 1 季持有、還沒有申報 2023 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 | 4,468 | $3,600 億 |
| 2025 年第 4 季 | 4,415 | $3,256 億 |
| 2025 年第 3 季 | 4,031 | $2,888 億 |
| 2025 年第 2 季 | 3,977 | $2,757 億 |
| 2025 年第 1 季 | 3,883 | $2,476 億 |
| 2024 年第 4 季 | 3,921 | $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 |
2023 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Wealth Management Partners, LLC | 3,830 | $60.2 萬 | 0.38% | +639+20.0% | 加碼 |
| Sculati Wealth Management, LLC | 3,832 | $60.2 萬 | 0.30% | −284−6.9% | 減碼 |
| Retirement Planning Co of New England, Inc. | 3,836 | $60.3 萬 | 0.35% | −356−8.5% | 減碼 |
| Pacific Sage Partners, LLC | 3,846 | $60.4 萬 | 0.18% | +3+0.1% | 加碼 |
| Affinity Wealth Management LLC | 3,860 | $60.7 萬 | 0.14% | +164+4.4% | 加碼 |
| Stone Point Wealth LLC | 3,879 | $61.0 萬 | 0.25% | 00.0% | 不變 |
| Colonial River Wealth Management, LLC | 3,883 | $61.0 萬 | 0.40% | −725−15.7% | 減碼 |
| Sound Income Strategies, LLC | 3,886 | $61.1 萬 | 0.06% | +494+14.6% | 加碼 |
| Resonate Capital, LLC | 3,889 | $61.1 萬 | 3.96% | +3,889 | 新進 |
| Seven Mile Advisory | 3,892 | $61.2 萬 | 0.71% | +3,892 | 新進 |
| Truadvice, LLC | 3,818 | $61.2 萬 | 0.22% | −189−4.7% | 減碼 |
| NFP Retirement, Inc. | 3,893 | $61.2 萬 | 0.11% | +123+3.3% | 加碼 |
| Fuller & Thaler Asset Management, Inc. | 3,899 | $61.3 萬 | 0.00% | +1,008+34.9% | 加碼 |
| Lodestar Private Asset Management LLC | 3,899 | $61.3 萬 | 0.10% | +26+0.7% | 加碼 |
| Prescott Group Capital Management, L.L.C. | 3,900 | $61.3 萬 | 0.13% | 00.0% | 不變 |
| Spinnaker Investment Group, LLC | 3,917 | $61.6 萬 | 0.20% | −60−1.5% | 減碼 |
| M Holdings Securities, Inc. | 3,923 | $61.7 萬 | 0.13% | −16,030−80.3% | 減碼 |
| Edgestream Partners, L.P. | 3,926 | $61.7 萬 | 0.06% | −1,578−28.7% | 減碼 |
| Excalibur Management Corp | 3,933 | $61.8 萬 | 0.31% | −154−3.8% | 減碼 |
| Edgemoor Investment Advisors, Inc. | 3,946 | $62.0 萬 | 0.07% | +10.0% | 加碼 |
| Avondale Wealth Management | 3,950 | $62.1 萬 | 0.52% | −150−3.7% | 減碼 |
| Foster Dykema Cabot & Co Inc | 3,950 | $62.1 萬 | 0.07% | 00.0% | 不變 |
| Lee Financial Co | 3,961 | $62.3 萬 | 0.11% | −636−13.8% | 減碼 |
| Primoris Wealth Advisors, LLC | 3,966 | $62.3 萬 | 0.68% | +10+0.3% | 加碼 |
| Athena Investment Management | 3,967 | $62.4 萬 | 0.43% | 00.0% | 不變 |
| O'Rourke & Company, Inc | 3,978 | $62.5 萬 | 0.44% | +103+2.7% | 加碼 |
| Crescent Sterling, Ltd. | 3,994 | $62.8 萬 | 0.60% | +402+11.2% | 加碼 |
| Washington Trust Bank | 3,997 | $62.8 萬 | 0.06% | −212−5.0% | 減碼 |
| Arista Wealth Management, LLC | 4,024 | $63.3 萬 | 0.26% | −4−0.1% | 減碼 |
| Ninepoint Partners LP | 4,025 | $63.3 萬 | 0.08% | +4,025 | 新進 |
| Summit Financial Group Inc | 4,033 | $63.4 萬 | 0.25% | −860−17.6% | 減碼 |
| Clearview Wealth Advisors LLC | 4,049 | $63.6 萬 | 0.65% | −5,123−55.9% | 減碼 |
| Main Street Research LLC | 4,070 | $64.0 萬 | 0.10% | +25+0.6% | 加碼 |
| Concentrum Wealth Management | 4,073 | $64.0 萬 | 0.41% | +1,853+83.5% | 加碼 |
| Lewis Capital Management, LLC | 4,075 | $64.1 萬 | 0.92% | +10.0% | 加碼 |
| Clarus Group, Inc. | 4,084 | $64.2 萬 | 0.47% | +1,392+51.7% | 加碼 |
| Invesco, LLC | 4,086 | $64.2 萬 | 0.32% | +4,086 | 新進 |
| Grant/GrossMendelsohn, LLC | 4,157 | $64.3 萬 | 0.26% | +4,157 | 新進 |
| Tectonic Advisors LLC | 4,102 | $64.5 萬 | 0.08% | −3,903−48.8% | 減碼 |
| Northern Oak Wealth Management Inc | 4,119 | $64.7 萬 | 0.08% | −55,599−93.1% | 減碼 |
| Derbend Asset Management | 4,120 | $64.8 萬 | 0.44% | +156+3.9% | 加碼 |
| Violich Capital Management, Inc. | 4,121 | $64.8 萬 | 0.10% | 00.0% | 不變 |
| Spartan Fund Management Inc. | 4,130 | $64.9 萬 | 0.32% | 00.0% | 不變 |
| Aveo Capital Partners, LLC | 4,136 | $65.0 萬 | 0.08% | +198+5.0% | 加碼 |
| Renasant Bank | 4,146 | $65.2 萬 | 0.53% | +2,160+108.8% | 加碼 |
| Blackhawk Capital Partners LLC. | 4,156 | $65.3 萬 | 0.45% | −1,660−28.5% | 減碼 |
| Tiemann Investment Advisors, LLC | 4,170 | $65.6 萬 | 0.33% | −110−2.6% | 減碼 |
| Paragon Capital Management Ltd | 4,181 | $65.7 萬 | 0.14% | −51−1.2% | 減碼 |
| PSI Advisors, LLC | 4,214 | $66.2 萬 | 0.29% | −36−0.8% | 減碼 |
| Hudock, Inc. | 4,217 | $66.3 萬 | 0.16% | −26−0.6% | 減碼 |
| Baker Avenue Asset Management, LP | 4,225 | $66.4 萬 | 0.03% | −1,335−24.0% | 減碼 |
| Central Bank & Trust Co | 4,242 | $66.7 萬 | 0.11% | −338−7.4% | 減碼 |
| SeaBridge Investment Advisors LLC | 4,246 | $66.7 萬 | 0.22% | +4,246 | 新進 |
| Apeiron RIA LLC | 4,251 | $66.8 萬 | 0.23% | +120+2.9% | 加碼 |
| Provence Wealth Management Group | 4,270 | $67.1 萬 | 0.39% | +948+28.5% | 加碼 |
| Hanson & Doremus Investment Management | 4,294 | $67.5 萬 | 0.14% | −126−2.9% | 減碼 |
| First Dallas Securities Inc. | 4,306 | $67.7 萬 | 0.38% | +106+2.5% | 加碼 |
| Howard Capital Management Group, LLC | 4,327 | $68.0 萬 | 0.06% | −181−4.0% | 減碼 |
| Waterfront Wealth Inc. | 4,280 | $68.0 萬 | 0.20% | −797−15.7% | 減碼 |
| Marino, Stram & Associates LLC | 4,335 | $68.1 萬 | 0.19% | +94+2.2% | 加碼 |
| Godshalk Welsh Capital Management, Inc. | 4,340 | $68.2 萬 | 0.47% | +15+0.3% | 加碼 |
| Hamilton Capital, LLC | 4,342 | $68.2 萬 | 0.05% | +790+22.2% | 加碼 |
| Colton Groome Financial Advisors, LLC | 4,343 | $68.3 萬 | 0.32% | +1,665+62.2% | 加碼 |
| Farther Finance Advisors, LLC | 4,347 | $68.3 萬 | 0.15% | +1,185+37.5% | 加碼 |
| Newman Dignan & Sheerar, Inc. | 4,349 | $68.4 萬 | 0.21% | 00.0% | 不變 |
| Auxano Advisors, LLC | 4,636 | $68.4 萬 | 0.27% | 00.0% | 不變 |
| Morris Retirement Advisors, LLC | 4,350 | $68.4 萬 | 0.47% | 00.0% | 不變 |
| Bank Hapoalim BM | 4,358 | $68.5 萬 | 0.10% | −825−15.9% | 減碼 |
| Cladis Investment Advisory, LLC | 4,364 | $68.6 萬 | 0.60% | −299−6.4% | 減碼 |
| Traphagen Investment Advisors LLC | 4,366 | $68.6 萬 | 0.09% | +2,496+133.5% | 加碼 |
| Pure Financial Advisors, Inc. | 4,369 | $68.7 萬 | 0.03% | +68+1.6% | 加碼 |
| Ellenbecker Investment Group | 4,383 | $68.9 萬 | 0.17% | +20+0.5% | 加碼 |
| Vivaldi Capital Management, LLC | 4,385 | $68.9 萬 | 0.21% | +279+6.8% | 加碼 |
| KFA Private Wealth Group, LLC | 4,401 | $69.2 萬 | 0.29% | +17+0.4% | 加碼 |
| Keudell/Morrison Wealth Management | 4,404 | $69.2 萬 | 0.20% | −81−1.8% | 減碼 |
| Park Place Capital Corp | 4,408 | $69.3 萬 | 0.20% | +2,383+117.7% | 加碼 |
| City State Bank | 4,408 | $69.3 萬 | 0.37% | −109−2.4% | 減碼 |
| AlphaStar Capital Management, LLC | 4,410 | $69.3 萬 | 0.08% | −50,964−92.0% | 減碼 |
| Alliance Wealth Advisors, LLC | 4,420 | $69.5 萬 | 0.26% | +277+6.7% | 加碼 |
| RMB Capital Management, LLC | 4,420 | $69.5 萬 | 0.02% | +774+21.2% | 加碼 |
| Wimmer Associates 1, LLC | 4,424 | $69.5 萬 | 0.42% | 00.0% | 不變 |
| WNY Asset Management, LLC | 4,424 | $69.6 萬 | 0.15% | −262−5.6% | 減碼 |
| Penobscot Investment Management Company, Inc. | 4,440 | $69.8 萬 | 0.11% | +1,000+29.1% | 加碼 |
| Heck Capital Advisors, LLC | 4,447 | $69.9 萬 | 0.12% | −99−2.2% | 減碼 |
| Evanson Asset Management, LLC | 4,453 | $70.0 萬 | 0.07% | +28+0.6% | 加碼 |
| Townsend Asset Management Corp | 4,454 | $70.0 萬 | 0.34% | −187−4.0% | 減碼 |
| Glassman Wealth Services | 4,461 | $70.1 萬 | 0.11% | −16−0.4% | 減碼 |
| Moseley Investment Management Inc | 4,463 | $70.2 萬 | 0.41% | −163−3.5% | 減碼 |
| StrategIQ Financial Group, LLC | 4,472 | $70.3 萬 | 0.08% | +154+3.6% | 加碼 |
| Waycross Investment Management Co | 4,473 | $70.3 萬 | 0.73% | −21−0.5% | 減碼 |
| Mill Creek Capital Advisors, LLC | 4,482 | $70.4 萬 | 0.02% | +1,105+32.7% | 加碼 |
| Viawealth, LLC | 4,490 | $70.6 萬 | 0.53% | −123−2.7% | 減碼 |
| Oxinas Partners Wealth Management LLC | 4,492 | $70.6 萬 | 0.46% | −1,241−21.6% | 減碼 |
| Sabal Trust CO | 4,497 | $70.7 萬 | 0.04% | +940+26.4% | 加碼 |
| Zimmermann Investment Management & Planning LLC | 4,510 | $70.9 萬 | 0.33% | +549+13.9% | 加碼 |
| Eisler Capital (UK) Ltd. | 4,513 | $70.9 萬 | 0.08% | +4,513 | 新進 |
| MQS Management LLC | 4,527 | $71.2 萬 | 0.48% | +4,527 | 新進 |
| Fulcrum Equity Management | 4,528 | $71.2 萬 | 0.83% | 00.0% | 不變 |
| ZWJ Investment Counsel Inc | 4,533 | $71.2 萬 | 0.04% | −204−4.3% | 減碼 |
| Carlson Capital Management | 4,537 | $71.3 萬 | 0.04% | −121−2.6% | 減碼 |