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、8 筆賣出；2026 年第 2 季末有 4,427 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
- 3,320
- 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 1,508 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 | 4,427 | $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 | 4,030 | $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 | 3,464 | $2,251 億 |
| 2024 年第 2 季 | 3,320 | $1,886 億 |
| 2024 年第 1 季 | 3,211 | $1,665 億 |
| 2023 年第 4 季 | 3,090 | $1,451 億 |
| 2023 年第 3 季 | 2,930 | $1,472 億 |
| 2023 年第 2 季 | 2,882 | $1,430 億 |
| 2023 年第 1 季 | 2,858 | $1,311 億 |
| 2022 年第 4 季 | 2,813 | $1,236 億 |
| 2022 年第 3 季 | 2,608 | $1,127 億 |
| 2022 年第 2 季 | 2,626 | $1,063 億 |
| 2022 年第 1 季 | 2,733 | $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 |
|---|---|---|---|---|---|
| GoalVest Advisory LLC | 24,922 | $168.7 萬 | 0.54% | −103−0.4% | 減碼 |
| Lokken Investment Group LLC | 24,940 | $168.9 萬 | 0.79% | +1,804+7.8% | 加碼 |
| Winthrop Advisory Group LLC | 24,970 | $169.1 萬 | 0.23% | −1,930−7.2% | 減碼 |
| Gilbert & Cook, Inc. | 25,000 | $169.3 萬 | 0.25% | −1,552−5.8% | 減碼 |
| Premier Path Wealth Partners, LLC | 25,023 | $169.4 萬 | 0.29% | +1,612+6.9% | 加碼 |
| XML Financial, LLC | 25,081 | $169.8 萬 | 0.17% | +455+1.8% | 加碼 |
| TLWM | 25,122 | $170.1 萬 | 0.37% | +106+0.4% | 加碼 |
| Hilltop National Bank | 25,140 | $170.2 萬 | 0.55% | +255+1.0% | 加碼 |
| Brown Financial Advisors | 25,232 | $170.8 萬 | 0.76% | +25,232 | 新進 |
| Marcum Wealth, LLC | 25,239 | $170.9 萬 | 0.17% | −3,147−11.1% | 減碼 |
| Triton Wealth Management, PLLC | 24,203 | $171.0 萬 | 1.00% | +3,527+17.1% | 加碼 |
| Commonwealth Financial Services, LLC | 24,544 | $171.0 萬 | 0.35% | +15,091+159.6% | 加碼 |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 25,291 | $171.2 萬 | 0.19% | −13,620−35.0% | 減碼 |
| Grace & White Inc | 25,350 | $171.6 萬 | 0.32% | 00.0% | 不變 |
| DeDora Capital, Inc. | 25,455 | $172.4 萬 | 0.53% | +476+1.9% | 加碼 |
| Platform Technology Partners | 25,492 | $172.6 萬 | 0.59% | +25,492 | 新進 |
| Exencial Wealth Advisors, LLC | 25,500 | $172.7 萬 | 0.07% | +3,805+17.5% | 加碼 |
| Trust Co of the South | 25,509 | $172.7 萬 | 0.41% | +156+0.6% | 加碼 |
| Birmingham Capital Management Co Inc | 25,537 | $172.9 萬 | 0.68% | +940+3.8% | 加碼 |
| Beaumont Asset Management, L.L.C. | 25,622 | $173.5 萬 | 1.11% | +50+0.2% | 加碼 |
| LVW Advisors, LLC | 25,633 | $173.6 萬 | 0.26% | +1,037+4.2% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 25,639 | $173.6 萬 | 0.01% | −48,639−65.5% | 減碼 |
| Fullcircle Wealth LLC | 24,611 | $173.8 萬 | 0.85% | +24,611 | 新進 |
| Lake Street Financial LLC | 25,661 | $173.8 萬 | 0.22% | −1,494−5.5% | 減碼 |
| Relative Value Partners Group, LLC | 25,661 | $173.8 萬 | 0.22% | +20,980+448.2% | 加碼 |
| Montecito Bank & Trust | 25,663 | $173.8 萬 | 0.35% | −445−1.7% | 減碼 |
| Pinnacle Wealth Planning Services, Inc. | 25,686 | $173.9 萬 | 0.25% | +422+1.7% | 加碼 |
| Insight Wealth Strategies, LLC | 25,709 | $174.1 萬 | 0.25% | +267+1.0% | 加碼 |
| Chesapeake Wealth Management | 25,795 | $174.7 萬 | 0.63% | +1,349+5.5% | 加碼 |
| Bedel Financial Consulting, Inc. | 25,854 | $175.1 萬 | 0.26% | −1,135−4.2% | 減碼 |
| Savvy Advisors, Inc. | 25,881 | $175.2 萬 | 0.57% | +6,716+35.0% | 加碼 |
| Samjo Management, LLC | 25,890 | $175.3 萬 | 0.65% | −2,250−8.0% | 減碼 |
| IPG Investment Advisors LLC | 25,974 | $175.9 萬 | 0.38% | 00.0% | 不變 |
| Van Hulzen Asset Management, LLC | 26,007 | $176.1 萬 | 0.12% | −886−3.3% | 減碼 |
| Meadow Creek Wealth Advisors LLC | 26,025 | $176.2 萬 | 1.67% | +666+2.6% | 加碼 |
| Orser Capital Management, LLC | 26,028 | $176.2 萬 | 1.43% | −225−0.9% | 減碼 |
| Northwest Wealth Management, LLC | 26,068 | $176.5 萬 | 0.46% | −59−0.2% | 減碼 |
| Resurgent Financial Advisors LLC | 26,153 | $177.1 萬 | 1.10% | −1,706−6.1% | 減碼 |
| Douglas Lane & Associates, LLC | 26,156 | $177.1 萬 | 0.03% | −599−2.2% | 減碼 |
| Everhart Financial Group, Inc. | 26,191 | $177.3 萬 | 0.46% | +2,781+11.9% | 加碼 |
| Westpac Banking Corp | 26,208 | $177.5 萬 | 0.14% | −15,395−37.0% | 減碼 |
| Valley Brook Capital Group | 26,252 | $177.7 萬 | 1.39% | +123+0.5% | 加碼 |
| Fidelis Capital Partners, LLC | 26,615 | $178.1 萬 | 0.25% | −2,443−8.4% | 減碼 |
| Park Place Capital Corp | 26,365 | $178.5 萬 | 0.57% | +3,556+15.6% | 加碼 |
| Park National Corp | 26,395 | $178.7 萬 | 0.07% | −1,667−5.9% | 減碼 |
| LRI Investments, LLC | 26,507 | $179.5 萬 | 0.20% | 00.0% | 不變 |
| Highland Capital Management, LLC | 26,519 | $179.6 萬 | 0.11% | +8,054+43.6% | 加碼 |
| Prestige Wealth Management Group LLC | 26,602 | $180.1 萬 | 0.39% | −1,489−5.3% | 減碼 |
| WBH Advisory Inc | 26,612 | $180.2 萬 | 0.18% | −1,120−4.0% | 減碼 |
| Private Harbour Investment Management & Counsel, LLC | 26,614 | $180.2 萬 | 1.89% | −690−2.5% | 減碼 |
| Heartland Bank & Trust Co | 26,654 | $180.5 萬 | 1.02% | −351−1.3% | 減碼 |
| First Dallas Securities Inc. | 26,809 | $181.5 萬 | 0.80% | +7,886+41.7% | 加碼 |
| Wealth Alliance | 26,854 | $181.8 萬 | 0.23% | −2,989−10.0% | 減碼 |
| IMC-Chicago, LLC | 26,926 | $182.3 萬 | 0.06% | +4,161+18.3% | 加碼 |
| RKL Wealth Management LLC | 26,970 | $182.6 萬 | 0.18% | +178+0.7% | 加碼 |
| Wynn Capital, LLC | 26,990 | $182.7 萬 | 1.35% | +819+3.1% | 加碼 |
| Leo Wealth, LLC | 27,126 | $183.1 萬 | 0.19% | −1,430−5.0% | 減碼 |
| Diamant Asset Management, Inc. | 27,071 | $183.3 萬 | 1.23% | +500+1.9% | 加碼 |
| United Advisor Group, LLC | 27,078 | $183.3 萬 | 0.57% | +4,925+22.2% | 加碼 |
| Hoylecohen, LLC | 27,117 | $183.6 萬 | 0.14% | −441−1.6% | 減碼 |
| Magnolia Capital Advisors LLC | 27,176 | $184.0 萬 | 1.03% | +27,176 | 新進 |
| Painted Porch Advisors LLC | 27,179 | $184.0 萬 | 1.04% | −3,370−11.0% | 減碼 |
| Home Federal Bank of Tennessee | 27,199 | $184.2 萬 | 0.56% | +417+1.6% | 加碼 |
| Gray Wealth Management Inc. | 27,255 | $184.5 萬 | 0.80% | +633+2.4% | 加碼 |
| Advisor OS, LLC | 27,263 | $184.6 萬 | 0.20% | −19−0.1% | 減碼 |
| Edgestream Partners, L.P. | 27,284 | $184.7 萬 | 0.09% | −42,861−61.1% | 減碼 |
| Dynasty Wealth Management, LLC | 27,317 | $185.0 萬 | 0.05% | +1,781+7.0% | 加碼 |
| West Family Investments, Inc. | 27,344 | $185.1 萬 | 0.56% | +140+0.5% | 加碼 |
| Advisory Alpha, LLC | 27,345 | $185.2 萬 | 0.07% | +539+2.0% | 加碼 |
| Register Financial Advisors LLC | 27,354 | $185.2 萬 | 0.94% | +689+2.6% | 加碼 |
| Strong Tower Advisory Services | 27,537 | $186.5 萬 | 0.61% | +8,240+42.7% | 加碼 |
| Monument Capital Management | 27,555 | $186.6 萬 | 0.55% | −467−1.7% | 減碼 |
| RMR Wealth Builders | 27,584 | $186.8 萬 | 0.21% | +5,300+23.8% | 加碼 |
| CMG Global Holdings, LLC | 27,691 | $187.5 萬 | 1.24% | −523−1.9% | 減碼 |
| Independence Bank of Kentucky | 27,714 | $187.7 萬 | 0.50% | +1,481+5.6% | 加碼 |
| Avestar Capital, LLC | 27,858 | $188.6 萬 | 0.21% | +1,847+7.1% | 加碼 |
| Fortitude Advisory Group L.L.C. | 27,859 | $188.6 萬 | 1.13% | +1,689+6.5% | 加碼 |
| Ballast, Inc. | 27,861 | $188.6 萬 | 0.58% | −1,055−3.6% | 減碼 |
| CVA Family Office, LLC | 27,879 | $188.8 萬 | 0.34% | +638+2.3% | 加碼 |
| Provenance Wealth Advisors, LLC | 27,983 | $189.5 萬 | 0.26% | −1,274−4.4% | 減碼 |
| E Fund Management Co., Ltd. | 28,002 | $189.6 萬 | 0.10% | +3,719+15.3% | 加碼 |
| First National Bank & Trust Co of Newtown | 28,052 | $189.9 萬 | 0.39% | −49−0.2% | 減碼 |
| Coastal Bridge Advisors, LLC | 28,052 | $189.9 萬 | 0.47% | +878+3.2% | 加碼 |
| Patten Group, Inc. | 28,128 | $190.5 萬 | 0.45% | +16+0.1% | 加碼 |
| Skopos Labs, Inc. | 31,779 | $190.7 萬 | 0.82% | 00.0% | 不變 |
| Carlton Hofferkamp & Jenks Wealth Management, LLC | 27,567 | $190.7 萬 | 0.75% | −60−0.2% | 減碼 |
| Smartleaf Asset Management LLC | 28,116 | $190.9 萬 | 0.31% | +6,314+29.0% | 加碼 |
| Jmac Enterprises LLC | 28,191 | $190.9 萬 | 0.34% | −366−1.3% | 減碼 |
| Boston Financial Mangement LLC | 28,233 | $191.2 萬 | 0.06% | +2,386+9.2% | 加碼 |
| SWS Partners | 28,252 | $191.4 萬 | 0.57% | +28,252 | 新進 |
| Infusive Asset Management Inc. | 28,286 | $191.5 萬 | 0.77% | +28,286 | 新進 |
| Archer Investment Corp | 28,319 | $191.7 萬 | 0.56% | +1,675+6.3% | 加碼 |
| BOK Financial Private Wealth, Inc. | 28,437 | $192.5 萬 | 0.14% | +430+1.5% | 加碼 |
| Bank of New Hampshire | 28,481 | $192.8 萬 | 0.50% | −703−2.4% | 減碼 |
| Wolverine Trading, LLC | 28,622 | $193.8 萬 | 0.03% | −145−0.5% | 減碼 |
| Lombard Odier Asset Management (Switzerland) SA | 28,704 | $194.4 萬 | 0.20% | −3,849−11.8% | 減碼 |
| BEAM Asset Management, LLC | 28,734 | $194.6 萬 | 0.65% | +8,017+38.7% | 加碼 |
| CV Advisors LLC | 28,748 | $194.7 萬 | 1.09% | −55,071−65.7% | 減碼 |
| Quotient Wealth Partners, LLC | 28,752 | $194.7 萬 | 0.07% | −22,696−44.1% | 減碼 |
| Retirement Guys Formula LLC | 28,792 | $195.0 萬 | 0.93% | −2,256−7.3% | 減碼 |