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 |
|---|---|---|---|---|---|
| Lakeview Capital Partners, LLC | 64,496 | $388.1 萬 | 0.63% | 00.0% | 不變 |
| Benedict Financial Advisors Inc | 57,471 | $389.1 萬 | 0.99% | −1,213−2.1% | 減碼 |
| Phoenix Wealth Advisors | 57,479 | $389.2 萬 | 1.95% | −746−1.3% | 減碼 |
| Foundations Investment Advisors, LLC | 57,580 | $389.9 萬 | 0.09% | +4,804+9.1% | 加碼 |
| CFO4Life Group, LLC | 57,678 | $390.5 萬 | 0.73% | +413+0.7% | 加碼 |
| Garrett Investment Advisors LLC | 57,790 | $391.3 萬 | 0.46% | −1,081−1.8% | 減碼 |
| Moody National Bank Trust Division | 57,898 | $392.0 萬 | 0.30% | +1,800+3.2% | 加碼 |
| Banque Pictet & Cie SA | 57,927 | $392.2 萬 | 0.04% | −41,688−41.8% | 減碼 |
| Geneos Wealth Management Inc. | 57,954 | $392.4 萬 | 0.17% | −2,275−3.8% | 減碼 |
| Kinloch Capital, LLC | 57,995 | $392.7 萬 | 2.05% | −72−0.1% | 減碼 |
| Vickerman Investment Advisors, Inc. | 58,078 | $393.2 萬 | 1.26% | −740−1.3% | 減碼 |
| Aaron Wealth Advisors | 58,180 | $393.9 萬 | 0.55% | +2,985+5.4% | 加碼 |
| Brendel Financial Advisors LLC | 58,452 | $395.8 萬 | 2.52% | +58,452 | 新進 |
| Edmond de Rothschild Holding S.A. | 58,753 | $397.8 萬 | 0.07% | −18,664−24.1% | 減碼 |
| ClariVest Asset Management LLC | 58,947 | $399.1 萬 | 0.41% | −564−0.9% | 減碼 |
| Peterson Wealth Management | 59,191 | $400.8 萬 | 2.47% | +8,735+17.3% | 加碼 |
| MV Capital Management, Inc. | 59,298 | $401.5 萬 | 0.45% | +467+0.8% | 加碼 |
| Meritage Portfolio Management | 59,405 | $402.2 萬 | 0.25% | −873−1.4% | 減碼 |
| Citizens Business Bank | 59,440 | $402.5 萬 | 0.85% | +116+0.2% | 加碼 |
| Mitchell McLeod Pugh & Williams Inc | 59,705 | $404.3 萬 | 0.92% | +1,415+2.4% | 加碼 |
| Kingswood Wealth Advisors, LLC | 59,805 | $404.9 萬 | 0.36% | +6,398+12.0% | 加碼 |
| Aries Wealth Management | 59,842 | $405.2 萬 | 1.28% | −130.0% | 減碼 |
| Foyston, Gordon, & Payne Inc | 59,850 | $405.2 萬 | 1.00% | 00.0% | 不變 |
| Ostrum Asset Management | 59,870 | $405.4 萬 | 0.35% | −5,446−8.3% | 減碼 |
| Centerstone Investors, LLC | 59,888 | $405.5 萬 | 3.38% | −820−1.4% | 減碼 |
| Capital Advisors Inc | 59,896 | $405.6 萬 | 0.08% | −10,551−15.0% | 減碼 |
| Meridian Investment Counsel Inc. | 59,949 | $405.9 萬 | 1.28% | 00.0% | 不變 |
| Kentucky Farm Bureau Mutual Insurance Co | 60,000 | $406.3 萬 | 0.92% | 00.0% | 不變 |
| Essex Financial Services, Inc. | 60,057 | $406.3 萬 | 0.30% | +24,878+70.7% | 加碼 |
| Capital Planning Advisors, LLC | 60,082 | $406.8 萬 | 0.70% | +12,983+27.6% | 加碼 |
| Argonautica Private Wealth Management, Inc | 60,675 | $410.8 萬 | 1.41% | −164−0.3% | 減碼 |
| GeoWealth Management, LLC | 60,736 | $411.2 萬 | 0.18% | +10,344+20.5% | 加碼 |
| Equitable Trust Co | 60,892 | $412.3 萬 | 0.28% | +2,296+3.9% | 加碼 |
| Liberty One Investment Management, LLC | 60,957 | $412.7 萬 | 0.47% | −1,216−2.0% | 減碼 |
| Concentric Capital Strategies, LP | 61,043 | $413.3 萬 | 0.26% | −199,281−76.6% | 減碼 |
| Palisade Asset Management, LLC | 61,089 | $413.6 萬 | 0.43% | −195−0.3% | 減碼 |
| Telos Capital Management, Inc. | 61,285 | $415.0 萬 | 0.46% | +8,517+16.1% | 加碼 |
| Hudson Bay Capital Management LP | 61,327 | $415.2 萬 | 0.03% | +61,327 | 新進 |
| Hengehold Capital Management LLC | 61,377 | $415.6 萬 | 0.43% | −259−0.4% | 減碼 |
| Pacifica Partners Inc. | 61,020 | $416.2 萬 | 1.79% | −709−1.1% | 減碼 |
| Financial Advisory Partners, LLC | 61,561 | $416.8 萬 | 1.56% | −2,330−3.6% | 減碼 |
| ORG Partners LLC | 61,822 | $417.2 萬 | 0.52% | +60,067+3,422.6% | 加碼 |
| High Note Wealth, LLC | 61,686 | $417.7 萬 | 1.28% | +2,371+4.0% | 加碼 |
| Arrow Financial Corp | 61,744 | $418.1 萬 | 0.41% | −157−0.3% | 減碼 |
| Berry Wealth Group, LP | 61,862 | $418.9 萬 | 3.35% | −143−0.2% | 減碼 |
| Smith, Moore & Co. | 61,909 | $419.2 萬 | 0.43% | −782−1.2% | 減碼 |
| Quadrant Capital Group LLC | 61,934 | $419.4 萬 | 0.31% | +2,014+3.4% | 加碼 |
| LGT Group Foundation | 62,093 | $420.4 萬 | 0.07% | +630+1.0% | 加碼 |
| Councilmark Asset Management, LLC | 62,220 | $421.3 萬 | 2.99% | −150−0.2% | 減碼 |
| Greenline Partners, LLC | 62,469 | $421.5 萬 | 0.64% | −63,594−50.4% | 減碼 |
| Bridge Creek Capital Management LLC | 62,815 | $425.3 萬 | 1.37% | −80−0.1% | 減碼 |
| TCW Group Inc | 62,938 | $426.2 萬 | 0.04% | +2,041+3.4% | 加碼 |
| Campbell & CO Investment Adviser LLC | 63,013 | $426.7 萬 | 0.36% | +51,319+438.8% | 加碼 |
| Diversify Wealth Management, LLC | 63,202 | $427.2 萬 | 0.53% | +63,202 | 新進 |
| Flagship Harbor Advisors, LLC | 63,207 | $428.0 萬 | 0.26% | +3,498+5.9% | 加碼 |
| Finivi Inc. | 63,237 | $428.2 萬 | 3.55% | +1,410+2.3% | 加碼 |
| Robertson Stephens Wealth Management, LLC | 63,301 | $428.6 萬 | 0.22% | +3,854+6.5% | 加碼 |
| HBK Sorce Advisory LLC | 63,339 | $428.9 萬 | 0.15% | −1,882−2.9% | 減碼 |
| SeaBridge Investment Advisors LLC | 63,447 | $429.6 萬 | 1.11% | +2,399+3.9% | 加碼 |
| Mitchell Sinkler & Starr | 60,720 | $430.0 萬 | 1.10% | +315+0.5% | 加碼 |
| Farmers & Merchants Trust Co of Chambersburg PA | 63,616 | $430.7 萬 | 1.74% | −430−0.7% | 減碼 |
| Mather Group, LLC. | 71,696 | $431.4 萬 | 0.05% | +53,402+291.9% | 加碼 |
| Smith, Salley & Associates | 63,763 | $431.7 萬 | 0.31% | +1,701+2.7% | 加碼 |
| SPC Financial, Inc. | 63,895 | $432.6 萬 | 0.40% | +504+0.8% | 加碼 |
| Xcel Wealth Management, LLC | 63,963 | $433.1 萬 | 1.36% | −1,000−1.5% | 減碼 |
| Frank, Rimerman Advisors LLC | 64,123 | $434.2 萬 | 0.31% | +63,202+6,862.3% | 加碼 |
| 1st Source Bank | 64,135 | $434.3 萬 | 0.25% | +847+1.3% | 加碼 |
| MainStreet Investment Advisors LLC | 64,143 | $434.3 萬 | 0.53% | +47,021+274.6% | 加碼 |
| NorthRock Partners, LLC | 64,204 | $434.7 萬 | 0.16% | −11,101−14.7% | 減碼 |
| Peninsula Asset Management Inc | 64,220 | $434.8 萬 | 2.39% | +1,640+2.6% | 加碼 |
| Rossmore Private Capital | 64,358 | $435.8 萬 | 0.57% | +731+1.1% | 加碼 |
| Ingalls & Snyder LLC | 64,694 | $438.0 萬 | 0.19% | +85+0.1% | 加碼 |
| Comprehensive Financial Consultants Institutional, Inc. | 64,698 | $438.1 萬 | 1.72% | +3,510+5.7% | 加碼 |
| Legato Capital Management LLC | 64,833 | $439.0 萬 | 0.59% | −22,866−26.1% | 減碼 |
| Mogy Joel R Investment Counsel Inc | 65,089 | $440.7 萬 | 0.28% | +4,300+7.1% | 加碼 |
| Citizens National Bank Trust Department | 65,127 | $441.0 萬 | 0.98% | 00.0% | 不變 |
| Syon Capital LLC | 65,237 | $441.7 萬 | 0.41% | +1,851+2.9% | 加碼 |
| Jamison Private Wealth Management, Inc. | 65,273 | $442.0 萬 | 0.73% | −475−0.7% | 減碼 |
| West Branch Capital LLC | 65,284 | $442.0 萬 | 1.64% | +818+1.3% | 加碼 |
| Integrated Advisors Network LLC | 65,398 | $442.8 萬 | 0.23% | +2,132+3.4% | 加碼 |
| Claret Asset Management Corp | 65,467 | $443.3 萬 | 0.79% | −3,390−4.9% | 減碼 |
| Game Creek Capital, LP | 65,475 | $443.3 萬 | 2.47% | −6,375−8.9% | 減碼 |
| Gifford Fong Associates | 65,550 | $443.8 萬 | 1.18% | 00.0% | 不變 |
| GYL Financial Synergies, LLC | 65,658 | $444.6 萬 | 0.34% | +2,753+4.4% | 加碼 |
| Occidental Asset Management, LLC | 65,807 | $445.6 萬 | 0.78% | +5,885+9.8% | 加碼 |
| Blue Fin Capital, Inc. | 65,881 | $446.1 萬 | 0.89% | +36+0.1% | 加碼 |
| Pinkerton Retirement Specialists, LLC | 65,934 | $446.4 萬 | 0.69% | +3,748+6.0% | 加碼 |
| Hutner Capital Management Inc | 65,987 | $446.8 萬 | 2.45% | −1,325−2.0% | 減碼 |
| Douglass Winthrop Advisors, LLC | 66,129 | $447.8 萬 | 0.09% | +9,369+16.5% | 加碼 |
| B & T Capital Management DBA Alpha Capital Management | 66,137 | $447.8 萬 | 0.87% | −11,504−14.8% | 減碼 |
| Fluent Financial, LLC | 66,218 | $448.4 萬 | 2.26% | +2,545+4.0% | 加碼 |
| 180 Wealth Advisors, LLC | 64,270 | $448.6 萬 | 0.73% | +679+1.1% | 加碼 |
| Compass Wealth Management LLC | 66,635 | $451.2 萬 | 1.11% | +30,425+84.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 67,159 | $454.7 萬 | 0.03% | +1,999+3.1% | 加碼 |
| Paradigm Financial Partners, LLC | 67,175 | $454.8 萬 | 0.68% | −2,261−3.3% | 減碼 |
| Tabor Asset Management, LP | 66,340 | $455.4 萬 | 2.44% | +66,340 | 新進 |
| Confluence Wealth Services, Inc. | 67,469 | $456.8 萬 | 0.36% | +331+0.5% | 加碼 |
| Appleton Partners Inc | 67,574 | $457.5 萬 | 0.35% | −1,001−1.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 67,594 | $457.7 萬 | 0.16% | −1,555−2.2% | 減碼 |
| Spring Capital Management, LLC | 29,181 | $458.7 萬 | 3.62% | −55,578−65.6% | 減碼 |