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 | 4,467 | $3,600 億 |
| 2025 年第 4 季 | 4,414 | $3,256 億 |
| 2025 年第 3 季 | 4,031 | $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 | 3,465 | $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 |
|---|---|---|---|---|---|
| Family Asset Management, LLC | 5,435 | $36.8 萬 | 0.24% | +3+0.1% | 加碼 |
| Financial Strategies Group, Inc. | 5,284 | $36.9 萬 | 0.09% | +94+1.8% | 加碼 |
| Axiom Advisory, LLC | 5,877 | $37.0 萬 | 0.00% | +5,877 | 新進 |
| Channel Wealth LLC | 5,472 | $37.1 萬 | 0.13% | −900−14.1% | 減碼 |
| Peak Asset Management, LLC | 5,490 | $37.2 萬 | 0.07% | 00.0% | 不變 |
| McDaniel Terry & Co | 5,492 | $37.2 萬 | 0.03% | −355−6.1% | 減碼 |
| Sawyer & Company, Inc | 5,496 | $37.2 萬 | 0.15% | +105+1.9% | 加碼 |
| Redwood Financial Network Corp | 5,511 | $37.3 萬 | 0.31% | +7+0.1% | 加碼 |
| Summitry LLC | 5,525 | $37.4 萬 | 0.02% | −613−10.0% | 減碼 |
| High Falls Advisors, Inc | 5,536 | $37.5 萬 | 0.09% | −4,056−42.3% | 減碼 |
| Rational Advisors LLC | 5,540 | $37.5 萬 | 0.04% | +2,895+109.5% | 加碼 |
| Prosperity Wealth Management, Inc. | 5,551 | $37.6 萬 | 0.18% | −449−7.5% | 減碼 |
| Ellevest, Inc. | 5,557 | $37.6 萬 | 0.02% | −96−1.7% | 減碼 |
| MBA Advisors LLC | 5,581 | $37.8 萬 | 0.19% | +276+5.2% | 加碼 |
| Bank Hapoalim BM | 5,598 | $37.9 萬 | 0.05% | +174+3.2% | 加碼 |
| Hohimer Wealth Management, LLC | 5,600 | $37.9 萬 | 0.09% | +1,022+22.3% | 加碼 |
| Commons Capital, LLC | 5,605 | $38.0 萬 | 0.46% | −38−0.7% | 減碼 |
| German American Bancorp, Inc. | 5,607 | $38.0 萬 | 0.04% | +582+11.6% | 加碼 |
| Versant Capital Management, Inc | 5,609 | $38.0 萬 | 0.10% | +222+4.1% | 加碼 |
| Bank of Nova Scotia Trust Co | 5,612 | $38.0 萬 | 0.04% | −298−5.0% | 減碼 |
| Evolution Wealth Advisors, LLC | 5,611 | $38.0 萬 | 0.07% | +211+3.9% | 加碼 |
| Nelson Capital Management, LLC | 5,616 | $38.0 萬 | 0.07% | −306−5.2% | 減碼 |
| Bordeaux Wealth Advisors LLC | 5,630 | $38.1 萬 | 0.07% | +5,630 | 新進 |
| Sequent Planning LLC | 5,670 | $38.3 萬 | 0.13% | −3−0.1% | 減碼 |
| HBC Financial Services, PLLC | 5,500 | $38.3 萬 | 0.24% | −500−8.3% | 減碼 |
| Amplius Wealth Advisors, LLC | 5,661 | $38.3 萬 | 0.04% | +195+3.6% | 加碼 |
| LifePlan Financial, LLC | 5,666 | $38.4 萬 | 0.35% | −85−1.5% | 減碼 |
| Western Pacific Wealth Management, LP | 5,676 | $38.4 萬 | 0.29% | 00.0% | 不變 |
| Green Harvest Asset Management LLC | 5,676 | $38.4 萬 | 0.01% | +510+9.9% | 加碼 |
| Shotwell Rutter Baer Inc | 5,499 | $38.4 萬 | 0.34% | +5,499 | 新進 |
| MPS Loria Financial Planners, LLC | 5,681 | $38.5 萬 | 0.12% | +11+0.2% | 加碼 |
| Collective Family Office LLC | 5,682 | $38.5 萬 | 0.11% | +924+19.4% | 加碼 |
| Poehling Capital Management, LLC | 5,683 | $38.5 萬 | 0.11% | +300+5.6% | 加碼 |
| Carmel Capital Partners, LLC | 5,688 | $38.5 萬 | 0.16% | +384+7.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 5,700 | $38.6 萬 | 0.10% | −160,400−96.6% | 減碼 |
| Founders Capital Management | 5,700 | $38.6 萬 | 0.25% | +2,498+78.0% | 加碼 |
| Outlook Wealth Advisors, LLC | 5,725 | $38.8 萬 | 0.19% | +37+0.7% | 加碼 |
| Facet Wealth, Inc. | 5,606 | $38.8 萬 | 0.01% | +1,446+34.8% | 加碼 |
| Avaii Wealth Management, LLC | 5,730 | $38.8 萬 | 0.22% | −25−0.4% | 減碼 |
| Capital Advisors Wealth Management, LLC | 5,744 | $38.9 萬 | 0.08% | +96+1.7% | 加碼 |
| Hamilton Capital, LLC | 5,746 | $38.9 萬 | 0.03% | −209−3.5% | 減碼 |
| Hanlon Investment Management, Inc. | 5,750 | $38.9 萬 | 0.12% | +534+10.2% | 加碼 |
| Pettinga Financial Advisors, LLC | 5,754 | $39.0 萬 | 0.10% | −338−5.5% | 減碼 |
| Custom Index Systems, LLC | 5,756 | $39.0 萬 | 0.22% | −1,265−18.0% | 減碼 |
| Seaside Wealth Management, Inc. | 5,763 | $39.0 萬 | 0.16% | 00.0% | 不變 |
| Financial Network Wealth Advisors LLC | 5,764 | $39.0 萬 | 0.29% | +1,442+33.4% | 加碼 |
| Berkeley Capital Partners, LLC | 5,783 | $39.2 萬 | 0.12% | +639+12.4% | 加碼 |
| Zions Bancorporation, N.A. | 5,789 | $39.2 萬 | 0.03% | +215+3.9% | 加碼 |
| Tillman Hartley LLC | 5,798 | $39.3 萬 | 0.13% | 00.0% | 不變 |
| McRae Capital Management Inc | 5,820 | $39.4 萬 | 0.09% | −3,600−38.2% | 減碼 |
| Invenio Wealth Partners LLC | 5,823 | $39.4 萬 | 0.20% | −165−2.8% | 減碼 |
| RNC Capital Management LLC | 5,827 | $39.5 萬 | 0.02% | +539+10.2% | 加碼 |
| Lauterbach Financial Advisors, LLC | 5,778 | $39.6 萬 | 0.26% | +20.0% | 加碼 |
| Stoneridge Investment Partners LLC | 5,844 | $39.6 萬 | 0.15% | −600−9.3% | 減碼 |
| Sentinel Trust Co Lba | 5,842 | $39.6 萬 | 0.05% | +31+0.5% | 加碼 |
| Members Wealth LLC | 4,084 | $39.6 萬 | 0.27% | +4,084 | 新進 |
| ForthRight Wealth Management, LLC | 5,890 | $39.9 萬 | 0.14% | +3+0.1% | 加碼 |
| Sage Rhino Capital LLC | 5,893 | $39.9 萬 | 0.10% | +149+2.6% | 加碼 |
| Fidelity D & D Bancorp Inc | 5,913 | $40.0 萬 | 0.30% | 00.0% | 不變 |
| Fort, L.P. | 5,920 | $40.1 萬 | 1.03% | +40+0.7% | 加碼 |
| BlackDiamond Wealth Management Inc. | 5,930 | $40.1 萬 | 0.26% | −345−5.5% | 減碼 |
| CAP Partners, LLC | 5,929 | $40.1 萬 | 0.33% | +163+2.8% | 加碼 |
| Accel Wealth Management | 5,934 | $40.2 萬 | 0.16% | +1,809+43.9% | 加碼 |
| Symphony Financial Services, Inc. | 5,782 | $40.3 萬 | 0.35% | +5,782 | 新進 |
| Claris Advisors, LLC | 5,963 | $40.4 萬 | 0.21% | 00.0% | 不變 |
| Family Wealth Group, LLC | 5,965 | $40.4 萬 | 0.41% | −8−0.1% | 減碼 |
| Wedgewood Investors Inc | 5,979 | $40.5 萬 | 0.48% | +5,979 | 新進 |
| Planning Center, Inc. | 5,988 | $40.5 萬 | 0.05% | −167−2.7% | 減碼 |
| NCM Capital Management, LLC | 5,992 | $40.6 萬 | 0.21% | 00.0% | 不變 |
| Keating Investment Counselors Inc | 6,000 | $40.6 萬 | 0.13% | −3,675−38.0% | 減碼 |
| Evergreen Wealth Management, LLC | 6,000 | $40.6 萬 | 0.27% | 00.0% | 不變 |
| Schmidt P J Investment Management Inc | 6,016 | $40.7 萬 | 0.07% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 6,026 | $40.8 萬 | 0.11% | −27,942−82.3% | 減碼 |
| Planned Solutions, Inc. | 6,038 | $40.9 萬 | 0.20% | +890+17.3% | 加碼 |
| Oakwell Private Wealth Management, LLC | 6,039 | $40.9 萬 | 0.12% | 00.0% | 不變 |
| NSI Retail Advisors, LLC | 6,039 | $40.9 萬 | 0.07% | −100−1.6% | 減碼 |
| CKW Financial Group | 6,057 | $40.9 萬 | 0.05% | 00.0% | 不變 |
| GM Advisory Group, Inc. | 6,046 | $40.9 萬 | 0.03% | +13+0.2% | 加碼 |
| Magnolia Capital Management Ltd | 6,060 | $41.0 萬 | 0.34% | 00.0% | 不變 |
| Investment Advisory Group, LLC | 6,056 | $41.0 萬 | 0.16% | +2,423+66.7% | 加碼 |
| Strategic Financial Services, Inc, | 6,084 | $41.2 萬 | 0.03% | +6,084 | 新進 |
| Compass Ion Advisors, LLC | 6,847 | $41.2 萬 | 0.06% | 00.0% | 不變 |
| Gibson Capital, LLC | 6,105 | $41.3 萬 | 0.09% | 00.0% | 不變 |
| Partners in Financial Planning | 6,108 | $41.4 萬 | 0.09% | 00.0% | 不變 |
| Stephens Consulting, LLC | 6,111 | $41.4 萬 | 0.12% | −284−4.4% | 減碼 |
| Zega Financial, LLC | 6,123 | $41.5 萬 | 0.15% | +27+0.4% | 加碼 |
| Aua Capital Management, LLC | 6,150 | $41.6 萬 | 0.25% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 6,150 | $41.6 萬 | 0.07% | −85−1.4% | 減碼 |
| Hazlett, Burt & Watson, Inc. | 6,177 | $41.7 萬 | 0.21% | +954+18.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 6,161 | $41.7 萬 | 0.26% | −135−2.1% | 減碼 |
| Hummer Financial Advisory Services Inc | 6,165 | $41.7 萬 | 0.36% | 00.0% | 不變 |
| Hillsdale Investment Management Inc. | 6,166 | $41.8 萬 | 0.03% | +1,500+32.1% | 加碼 |
| M. Kraus & Co | 6,168 | $41.8 萬 | 0.13% | +150+2.5% | 加碼 |
| Long Run Wealth Advisors, LLC | 6,169 | $41.8 萬 | 0.11% | +8+0.1% | 加碼 |
| Arbor Trust Wealth Advisors, LLC | 6,174 | $41.8 萬 | 0.22% | −420−6.4% | 減碼 |
| Shoker Investment Counsel, Inc. | 6,175 | $41.8 萬 | 0.15% | +1,558+33.7% | 加碼 |
| Redwood Wealth Management Group, LLC | 6,176 | $41.8 萬 | 0.31% | +30+0.5% | 加碼 |
| PSI Advisors, LLC | 6,184 | $41.9 萬 | 0.13% | −5,046−44.9% | 減碼 |
| Gemmer Asset Management LLC | 6,201 | $42.0 萬 | 0.05% | −172−2.7% | 減碼 |
| Hobart Private Capital, LLC | 6,201 | $42.0 萬 | 0.12% | +300+5.1% | 加碼 |