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 |
|---|---|---|---|---|---|
| Endurance Wealth Management, Inc. | 3,219 | $50.6 萬 | 0.07% | 00.0% | 不變 |
| Keystone Wealth Services, LLC | 3,227 | $50.7 萬 | 0.19% | −499−13.4% | 減碼 |
| Hunter Associates Investment Management LLC | 3,235 | $50.8 萬 | 0.10% | +2+0.1% | 加碼 |
| Trinity Financial Advisors LLC | 3,233 | $50.8 萬 | 0.27% | +53+1.7% | 加碼 |
| North Star Asset Management Inc | 3,242 | $51.0 萬 | 0.03% | −6−0.2% | 減碼 |
| Symmetry Investments LP | 3,243 | $51.0 萬 | 0.15% | −9,057−73.6% | 減碼 |
| Private Wealth Advisors | 3,246 | $51.0 萬 | 0.21% | −3−0.1% | 減碼 |
| Carson Advisory Inc. | 3,259 | $51.2 萬 | 0.43% | +3+0.1% | 加碼 |
| Integral Investment Advisors, Inc. | 3,260 | $51.2 萬 | 0.34% | 00.0% | 不變 |
| Syverson Strege & Co | 3,261 | $51.3 萬 | 0.22% | −661−16.9% | 減碼 |
| Castle Wealth Management LLC | 3,262 | $51.3 萬 | 0.36% | −49−1.5% | 減碼 |
| Fort Pitt Capital Group, LLC | 3,263 | $51.3 萬 | 0.02% | −227−6.5% | 減碼 |
| BancFirst Trust & Investment Management | 3,328 | $51.3 萬 | 0.30% | −200−5.7% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 3,282 | $51.6 萬 | 0.06% | +5+0.2% | 加碼 |
| Investors Asset Management of Georgia Inc | 3,284 | $51.6 萬 | 0.27% | 00.0% | 不變 |
| Mayfair Advisory Group, LLC | 3,369 | $51.7 萬 | 0.52% | 00.0% | 不變 |
| Shufro Rose & Co LLC | 3,299 | $51.9 萬 | 0.05% | +200+6.5% | 加碼 |
| Prelude Capital Management, LLC | 3,301 | $51.9 萬 | 0.04% | +1,665+101.8% | 加碼 |
| Sepio Capital, LP | 3,307 | $52.0 萬 | 0.04% | +139+4.4% | 加碼 |
| NSI Retail Advisors, LLC | 3,313 | $52.1 萬 | 0.09% | −100−2.9% | 減碼 |
| BIP Wealth, LLC | 3,324 | $52.3 萬 | 0.04% | −1,027−23.6% | 減碼 |
| FSB Premier Wealth Management, Inc. | 3,341 | $52.5 萬 | 0.29% | +10.0% | 加碼 |
| Lazari Capital Management, Inc. | 3,349 | $52.6 萬 | 0.30% | +3,349 | 新進 |
| Rosenberg Matthew Hamilton | 3,351 | $52.7 萬 | 0.18% | −100−2.9% | 減碼 |
| BOS Asset Management, LLC | 3,355 | $52.7 萬 | 0.41% | −12−0.4% | 減碼 |
| Selective Wealth Management, Inc. | 3,406 | $52.8 萬 | 0.26% | +3,406 | 新進 |
| Semus Wealth Partners LLC | 3,358 | $52.8 萬 | 0.48% | +356+11.9% | 加碼 |
| Warther Private Wealth, LLC | 3,362 | $52.8 萬 | 0.36% | −444−11.7% | 減碼 |
| Fairhaven Wealth Management, LLC | 3,364 | $52.9 萬 | 0.20% | +3,364 | 新進 |
| River Street Advisors LLC | 3,366 | $52.9 萬 | 0.50% | −36−1.1% | 減碼 |
| Boothbay Fund Management, LLC | 3,387 | $53.2 萬 | 0.02% | −117,051−97.2% | 減碼 |
| Eagle Bay Advisors LLC | 3,390 | $53.3 萬 | 0.30% | −81−2.3% | 減碼 |
| Peterson Wealth Advisors, LLC | 3,388 | $53.6 萬 | 0.14% | +8+0.2% | 加碼 |
| Kades & Cheifetz LLC | 3,412 | $53.6 萬 | 0.41% | +97+2.9% | 加碼 |
| Capital Counsel LLC | 3,419 | $53.7 萬 | 0.03% | 00.0% | 不變 |
| McGowan Group Asset Management, Inc. | 3,432 | $53.9 萬 | 0.08% | +184+5.7% | 加碼 |
| Fiduciary Alliance LLC | 3,434 | $54.0 萬 | 0.12% | +348+11.3% | 加碼 |
| Signature Wealth Management Group | 3,436 | $54.0 萬 | 0.25% | +65+1.9% | 加碼 |
| Financial Planning & Information Services, Inc. | 3,448 | $54.2 萬 | 0.10% | −292−7.8% | 減碼 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 3,455 | $54.3 萬 | 0.01% | 00.0% | 不變 |
| Relyea Zuckerberg Hanson LLC | 3,462 | $54.4 萬 | 0.12% | +372+12.0% | 加碼 |
| Buttonwood Financial Advisors Inc. | 3,462 | $54.4 萬 | 0.34% | +2+0.1% | 加碼 |
| KWB Wealth | 3,464 | $54.4 萬 | 0.09% | +136+4.1% | 加碼 |
| E&G Advisors, LP | 3,482 | $54.7 萬 | 0.19% | −600−14.7% | 減碼 |
| Intercontinental Wealth Advisors, LLC | 3,486 | $54.8 萬 | 0.13% | −542−13.5% | 減碼 |
| Silverlake Wealth Management LLC | 3,497 | $55.0 萬 | 0.31% | +3+0.1% | 加碼 |
| Alta Advisers Ltd | 3,500 | $55.0 萬 | 0.31% | 00.0% | 不變 |
| Five Oceans Advisors | 3,511 | $55.2 萬 | 0.36% | −10.0% | 減碼 |
| High Falls Advisors, Inc | 3,524 | $55.4 萬 | 0.16% | +2+0.1% | 加碼 |
| Planning Directions Inc | 3,527 | $55.4 萬 | 0.40% | +22+0.6% | 加碼 |
| Old Point Trust & Financial Services N A | 3,527 | $55.4 萬 | 0.23% | 00.0% | 不變 |
| Matisse Capital | 3,539 | $55.6 萬 | 0.35% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 3,541 | $55.7 萬 | 0.06% | +300+9.3% | 加碼 |
| Garrison Asset Management, LLC | 3,545 | $55.7 萬 | 0.33% | −54−1.5% | 減碼 |
| Smith, Salley & Associates | 3,545 | $55.7 萬 | 0.04% | +510+16.8% | 加碼 |
| Franklin, Parlapiano, Turner & Welch, LLC | 3,550 | $55.8 萬 | 0.17% | +1,319+59.1% | 加碼 |
| Alhambra Investment Partners LLC | 3,552 | $55.8 萬 | 0.37% | +355+11.1% | 加碼 |
| Kelman-Lazarov, Inc. | 3,552 | $55.8 萬 | 0.13% | +187+5.6% | 加碼 |
| Sara-Bay Financial | 3,577 | $56.2 萬 | 0.27% | −149−4.0% | 減碼 |
| Howland Capital Management LLC | 3,582 | $56.3 萬 | 0.03% | +251+7.5% | 加碼 |
| DGS Capital Management, LLC | 3,583 | $56.3 萬 | 0.28% | +261+7.9% | 加碼 |
| UMA Financial Services, Inc. | 3,568 | $56.4 萬 | 0.14% | +23+0.6% | 加碼 |
| Slocum, Gordon & Co LLP | 3,595 | $56.5 萬 | 0.48% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 3,600 | $56.6 萬 | 0.20% | −200−5.3% | 減碼 |
| Winning Points Advisors, LLC | 3,593 | $56.6 萬 | 0.87% | 00.0% | 不變 |
| Private Portfolio Partners LLC | 3,607 | $56.7 萬 | 0.15% | +53+1.5% | 加碼 |
| AXS Investments LLC | 3,610 | $56.7 萬 | 0.15% | −532−12.8% | 減碼 |
| Retirement Investment Advisors, Inc. | 3,612 | $56.8 萬 | 0.07% | −226−5.9% | 減碼 |
| Evergreen Wealth Solutions, LLC | 3,613 | $56.8 萬 | 0.57% | +244+7.2% | 加碼 |
| Ullmann Financial Group, Inc. | 3,621 | $56.9 萬 | 0.11% | +72+2.0% | 加碼 |
| United Bank | 3,622 | $56.9 萬 | 0.07% | −100−2.7% | 減碼 |
| PAX Financial Group, LLC | 3,634 | $57.1 萬 | 0.13% | +206+6.0% | 加碼 |
| PFS Investments Inc. | 3,655 | $57.4 萬 | 0.01% | +361+11.0% | 加碼 |
| Fort Sheridan Advisors LLC | 3,657 | $57.5 萬 | 0.13% | +485+15.3% | 加碼 |
| Core Wealth Partners LLC | 3,662 | $57.6 萬 | 0.53% | 00.0% | 不變 |
| First Financial Corp | 3,664 | $57.6 萬 | 0.37% | −10−0.3% | 減碼 |
| American Trust | 3,665 | $57.6 萬 | 0.04% | 00.0% | 不變 |
| JJJ Advisors Inc. | 3,667 | $57.6 萬 | 0.16% | +357+10.8% | 加碼 |
| Fortem Financial Group, LLC | 3,676 | $57.8 萬 | 0.34% | +3,676 | 新進 |
| Wayfinding Financial, LLC | 3,619 | $57.8 萬 | 0.40% | +341+10.4% | 加碼 |
| Cypress Wealth Services, LLC | 3,749 | $58.1 萬 | 0.15% | +15+0.4% | 加碼 |
| Beta Wealth Group, Inc. | 3,700 | $58.2 萬 | 0.34% | +600+19.4% | 加碼 |
| ABLE Financial Group, LLC | 3,702 | $58.2 萬 | 0.30% | −112−2.9% | 減碼 |
| Jag Capital Management, LLC | 3,704 | $58.2 萬 | 0.07% | 00.0% | 不變 |
| Galvin, Gaustad & Stein, LLC | 3,707 | $58.3 萬 | 0.06% | +73+2.0% | 加碼 |
| BOK Financial Private Wealth, Inc. | 3,709 | $58.3 萬 | 0.05% | −1,315−26.2% | 減碼 |
| Annapolis Financial Services, LLC | 3,717 | $58.4 萬 | 0.17% | +4+0.1% | 加碼 |
| Royal Harbor Partners, LLC | 3,723 | $58.5 萬 | 0.29% | 00.0% | 不變 |
| Obermeyer Wood Investment Counsel, LLLP | 3,724 | $58.5 萬 | 0.04% | +1,105+42.2% | 加碼 |
| Psagot Value Holdings Ltd. / (Israel) | 3,800 | $58.6 萬 | 0.30% | −650−14.6% | 減碼 |
| Private Wealth Strategies, L.L.C. | 3,736 | $58.7 萬 | 0.14% | −415−10.0% | 減碼 |
| Per Stirling Capital Management, LLC. | 3,741 | $58.8 萬 | 0.12% | +51+1.4% | 加碼 |
| Vertex Planning Partners, LLC | 3,750 | $58.9 萬 | 0.20% | +61+1.7% | 加碼 |
| Titleist Asset Management, LLC | 3,763 | $59.1 萬 | 0.12% | +18+0.5% | 加碼 |
| Advisor OS, LLC | 3,776 | $59.4 萬 | 0.10% | −14−0.4% | 減碼 |
| Grimes & Company, Inc. | 3,789 | $59.6 萬 | 0.02% | −9−0.2% | 減碼 |
| Middleton & Co Inc | 3,789 | $59.6 萬 | 0.08% | +700+22.7% | 加碼 |
| Sweet Financial Partners, LLC | 3,802 | $59.8 萬 | 0.16% | +68+1.8% | 加碼 |
| S.A. Mason LLC | 4,075 | $60.1 萬 | 0.44% | 00.0% | 不變 |
| Verus Capital Partners, LLC | 3,824 | $60.1 萬 | 0.09% | +475+14.2% | 加碼 |