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。
2024 年第 2 季 13F 持有人
Walmart Inc. 在 2024/6/30 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
- 3,321
- 較 2024 年第 1 季 +156 家
- 持有股數
- 27.8 億
- 較 2024 年第 1 季 +3,620 萬 (+1.3%)
- 總市值
- $1,886 億
- 較 2024 年第 1 季 +$229.5 億 (+13.9%)
- 新進機構
- 251
- 另有 1,509 家加碼
- 清倉機構
- 95
- 另有 1,227 家減碼
另有 47 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Park Edge Advisors, LLC | 9,199 | $62.3 萬 | 0.19% | 00.0% | 不變 |
| Balentine LLC | 9,210 | $62.4 萬 | 0.03% | −82,075−89.9% | 減碼 |
| Jag Capital Management, LLC | 9,281 | $62.8 萬 | 0.09% | −4,206−31.2% | 減碼 |
| Weaver Consulting Group | 9,287 | $62.9 萬 | 0.22% | +376+4.2% | 加碼 |
| Affinity Wealth Management LLC | 9,289 | $62.9 萬 | 0.11% | −462−4.7% | 減碼 |
| Baker Tilly Wealth Management, LLC | 9,294 | $62.9 萬 | 0.26% | −29,131−75.8% | 減碼 |
| ABLE Financial Group, LLC | 9,300 | $63.0 萬 | 0.23% | 00.0% | 不變 |
| Sterling Investment Advisors LLC | 9,305 | $63.0 萬 | 0.38% | +90+1.0% | 加碼 |
| Advisors Management Group Inc | 9,312 | $63.1 萬 | 0.16% | +153+1.7% | 加碼 |
| Fairhaven Wealth Management, LLC | 9,344 | $63.3 萬 | 0.21% | +14+0.2% | 加碼 |
| Forte Capital LLC | 9,352 | $63.3 萬 | 0.08% | −149−1.6% | 減碼 |
| Lantz Financial LLC | 9,355 | $63.3 萬 | 0.20% | +43+0.5% | 加碼 |
| First Fiduciary Investment Counsel, Inc. | 9,357 | $63.4 萬 | 0.14% | +237+2.6% | 加碼 |
| Lawson Kroeker Investment Management Inc | 9,366 | $63.4 萬 | 0.12% | +2,805+42.8% | 加碼 |
| James Hambro & Partners | 9,372 | $63.5 萬 | 0.03% | −231−2.4% | 減碼 |
| Birch Hill Investment Advisors LLC | 9,375 | $63.5 萬 | 0.03% | 00.0% | 不變 |
| Watchman Group, Inc. | 9,376 | $63.5 萬 | 0.20% | −59−0.6% | 減碼 |
| Eagle Bay Advisors LLC | 9,391 | $63.6 萬 | 0.39% | −1,096−10.5% | 減碼 |
| Oxinas Partners Wealth Management LLC | 9,415 | $63.8 萬 | 0.42% | −1,114−10.6% | 減碼 |
| Burkett Financial Services, LLC | 9,417 | $63.8 萬 | 0.33% | +63+0.7% | 加碼 |
| Eagle Ridge Investment Management | 9,432 | $63.9 萬 | 0.06% | 00.0% | 不變 |
| One Charles Private Wealth Services, LLC | 9,457 | $64.0 萬 | 0.27% | +47+0.5% | 加碼 |
| Hills Bank & Trust Co | 9,461 | $64.1 萬 | 0.05% | +92+1.0% | 加碼 |
| Alpha Family Trust | 9,480 | $64.2 萬 | 0.38% | 00.0% | 不變 |
| Washington Trust Bank | 9,490 | $64.3 萬 | 0.06% | −458−4.6% | 減碼 |
| Ironwood Financial, llc | 9,507 | $64.4 萬 | 0.14% | +41+0.4% | 加碼 |
| Peterson Wealth Advisors, LLC | 9,516 | $64.4 萬 | 0.14% | 00.0% | 不變 |
| One Wealth Advisors, LLC | 9,499 | $64.5 萬 | 0.14% | +2,390+33.6% | 加碼 |
| Core Wealth Partners LLC | 9,560 | $64.7 萬 | 0.44% | −1,476−13.4% | 減碼 |
| Bluesphere Advisors, LLC | 9,575 | $64.8 萬 | 0.33% | +1,157+13.7% | 加碼 |
| Ramsay, Stattman, Vela & Price, Inc. | 9,595 | $65.0 萬 | 0.12% | −20−0.2% | 減碼 |
| Aureus Asset Management, LLC | 9,601 | $65.0 萬 | 0.05% | +150+1.6% | 加碼 |
| Smart Money Group LLC | 9,475 | $65.0 萬 | 0.23% | +323+3.5% | 加碼 |
| Kades & Cheifetz LLC | 9,624 | $65.2 萬 | 0.41% | −103−1.1% | 減碼 |
| Maiden Cove Capital, LLC | 10,861 | $65.2 萬 | 1.42% | +10,861 | 新進 |
| Franklin, Parlapiano, Turner & Welch, LLC | 9,630 | $65.2 萬 | 0.18% | 00.0% | 不變 |
| TSFG, LLC | 9,653 | $65.4 萬 | 0.15% | +20.0% | 加碼 |
| McGowan Group Asset Management, Inc. | 9,667 | $65.5 萬 | 0.09% | +109+1.1% | 加碼 |
| Red Mountain Financial, LLC | 9,667 | $65.5 萬 | 0.79% | +9,667 | 新進 |
| Mowery & Schoenfeld Wealth Management, LLC | 9,685 | $65.6 萬 | 0.94% | +48+0.5% | 加碼 |
| Quantum Financial Advisors, LLC | 9,698 | $65.7 萬 | 0.12% | 00.0% | 不變 |
| Luts & Greenleigh Group, Inc | 9,705 | $65.7 萬 | 0.68% | +9,705 | 新進 |
| Culbertson A N & Co Inc | 9,712 | $65.8 萬 | 0.11% | +135+1.4% | 加碼 |
| Hobbs Group Advisors, LLC | 9,722 | $65.8 萬 | 0.25% | +9,722 | 新進 |
| Angeles Investment Advisors, LLC | 9,725 | $65.8 萬 | 0.03% | −1,027−9.6% | 減碼 |
| Vertex Planning Partners, LLC | 9,727 | $65.9 萬 | 0.17% | +120+1.2% | 加碼 |
| WealthTrust Axiom LLC | 9,730 | $65.9 萬 | 0.22% | +130+1.4% | 加碼 |
| Monticello Wealth Management, LLC | 9,733 | $65.9 萬 | 0.06% | +9+0.1% | 加碼 |
| Strategic Wealth Designers | 9,773 | $65.9 萬 | 0.08% | +9,773 | 新進 |
| Horan Securities, Inc. | 9,782 | $66.2 萬 | 0.29% | −573−5.5% | 減碼 |
| Empire Financial Management Company, LLC | 9,797 | $66.3 萬 | 0.22% | 00.0% | 不變 |
| Financial Planning & Information Services, Inc. | 9,798 | $66.3 萬 | 0.10% | −152−1.5% | 減碼 |
| Sienna Gestion | 9,806 | $66.4 萬 | 0.06% | −105,694−91.5% | 減碼 |
| Turtle Creek Wealth Advisors, LLC | 9,807 | $66.4 萬 | 0.15% | +1,031+11.7% | 加碼 |
| Investors Asset Management of Georgia Inc | 9,808 | $66.4 萬 | 0.32% | +31+0.3% | 加碼 |
| AlphaQ Advisors LLC | 9,810 | $66.4 萬 | 1.97% | −42,189−81.1% | 減碼 |
| Prairie Wealth Advisors, Inc. | 9,814 | $66.4 萬 | 0.34% | −840−7.9% | 減碼 |
| Duff & Phelps Investment Management Co | 9,817 | $66.5 萬 | 0.01% | −39,555−80.1% | 減碼 |
| J. L. Bainbridge & Co., Inc. | 9,830 | $66.6 萬 | 0.07% | −165−1.7% | 減碼 |
| Basepoint Wealth LLC | 9,852 | $66.7 萬 | 0.53% | +19+0.2% | 加碼 |
| Wealthquest Corp | 9,883 | $66.9 萬 | 0.07% | +80+0.8% | 加碼 |
| Olistico Wealth, LLC | 9,902 | $67.0 萬 | 0.43% | +2,631+36.2% | 加碼 |
| LexAurum Advisors, LLC | 9,909 | $67.1 萬 | 0.16% | +32+0.3% | 加碼 |
| Brass Tax Wealth Management, Inc | 9,942 | $67.3 萬 | 0.13% | +9,942 | 新進 |
| Resonant Capital Advisors, LLC | 9,957 | $67.4 萬 | 0.05% | +885+9.8% | 加碼 |
| Rosenberg Matthew Hamilton | 9,999 | $67.5 萬 | 0.20% | −378−3.6% | 減碼 |
| Benchmark Financial Wealth Advisors, LLC | 9,991 | $67.6 萬 | 0.25% | +1,847+22.7% | 加碼 |
| Bremer Bank National Association | 9,996 | $67.7 萬 | 0.13% | +745+8.1% | 加碼 |
| Flow State Investments, L.P. | 10,000 | $67.7 萬 | 0.21% | +10,000 | 新進 |
| Semus Wealth Partners LLC | 10,022 | $67.9 萬 | 0.52% | −271−2.6% | 減碼 |
| Counterpoint Mutual Funds LLC | 10,054 | $68.1 萬 | 0.16% | +10,054 | 新進 |
| Selective Wealth Management, Inc. | 9,746 | $68.1 萬 | 0.30% | −275−2.7% | 減碼 |
| Five Oceans Advisors | 10,066 | $68.2 萬 | 0.36% | +10+0.1% | 加碼 |
| Clearview Wealth Advisors LLC | 10,070 | $68.2 萬 | 0.60% | −5,664−36.0% | 減碼 |
| Zhang Financial LLC | 10,071 | $68.2 萬 | 0.05% | +592+6.2% | 加碼 |
| Middleton & Co Inc | 10,071 | $68.2 萬 | 0.08% | 00.0% | 不變 |
| Investors Research Corp | 10,075 | $68.2 萬 | 0.16% | −3,846−27.6% | 減碼 |
| Center for Financial Planning, Inc. | 10,118 | $68.5 萬 | 0.10% | +344+3.5% | 加碼 |
| SC&H Financial Advisors, Inc. | 10,124 | $68.6 萬 | 0.17% | +12+0.1% | 加碼 |
| Total Clarity Wealth Management, Inc. | 10,134 | $68.6 萬 | 0.24% | +2,453+31.9% | 加碼 |
| Holistic Planning, LLC | 11,413 | $68.7 萬 | 0.53% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 9,698 | $68.7 萬 | 0.03% | +3,618+59.5% | 加碼 |
| Convergence Financial, LLC | 10,145 | $68.7 萬 | 0.18% | +4,678+85.6% | 加碼 |
| TrueWealth Advisors, LLC | 10,148 | $68.7 萬 | 0.25% | −334−3.2% | 減碼 |
| Somerville Kurt F | 10,151 | $68.7 萬 | 0.12% | −334−3.2% | 減碼 |
| Norris Perne & French LLP | 10,167 | $68.8 萬 | 0.05% | −90−0.9% | 減碼 |
| North Star Asset Management Inc | 10,175 | $68.9 萬 | 0.03% | −60−0.6% | 減碼 |
| Fort Pitt Capital Group, LLC | 10,208 | $69.1 萬 | 0.02% | +1,464+16.7% | 加碼 |
| Hardy Reed LLC | 10,221 | $69.2 萬 | 0.07% | −875−7.9% | 減碼 |
| Waterway Wealth Management, LLC | 10,224 | $69.2 萬 | 0.34% | +590+6.1% | 加碼 |
| Semmax Financial Advisors Inc. | 10,175 | $69.3 萬 | 0.21% | +333+3.4% | 加碼 |
| Heritage Wealth Management, Inc. | 10,247 | $69.4 萬 | 0.67% | +30+0.3% | 加碼 |
| Centiva Capital, LP | 10,252 | $69.4 萬 | 0.03% | +8,462+472.7% | 加碼 |
| Capital Counsel LLC | 10,257 | $69.5 萬 | 0.03% | 00.0% | 不變 |
| Garrett Wealth Advisory Group, LLC | 10,292 | $69.7 萬 | 0.26% | +3,472+50.9% | 加碼 |
| KKM Financial LLC | 10,419 | $69.7 萬 | 0.33% | +48+0.5% | 加碼 |
| Alhambra Investment Partners LLC | 10,356 | $70.1 萬 | 0.38% | 00.0% | 不變 |
| Gardner Russo & Quinn LLC大師Gardner Russo & Quinn | 10,365 | $70.2 萬 | 0.01% | 00.0% | 不變 |
| PAX Financial Group, LLC | 10,375 | $70.2 萬 | 0.14% | +739+7.7% | 加碼 |
| Deerfield Management Company, L.P. (Series C) | 10,384 | $70.3 萬 | 0.01% | +4,747+84.2% | 加碼 |