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 |
|---|---|---|---|---|---|
| Kraft, Davis & Associates, LLC | 6,929 | $48.2 萬 | 0.15% | 00.0% | 不變 |
| Breed's Hill Capital LLC | 7,131 | $48.3 萬 | 0.43% | 00.0% | 不變 |
| 25 LLC | 7,144 | $48.4 萬 | 0.23% | +13+0.2% | 加碼 |
| Alpha Omega Wealth Management LLC | 7,161 | $48.5 萬 | 0.09% | 00.0% | 不變 |
| Fi3 FINANCIAL ADVISORS, LLC | 7,173 | $48.6 萬 | 0.21% | +24+0.3% | 加碼 |
| Etfidea, LLC | 7,174 | $48.6 萬 | 0.16% | 00.0% | 不變 |
| Global X Japan Co., Ltd. | 7,180 | $48.6 萬 | 0.07% | −548−7.1% | 減碼 |
| Mizuho Securities Co. Ltd. | 7,180 | $48.6 萬 | 1.13% | +7,180 | 新進 |
| United Bank | 7,185 | $48.6 萬 | 0.24% | +264+3.8% | 加碼 |
| Cross Staff Investments Inc | 7,185 | $48.7 萬 | 0.41% | 00.0% | 不變 |
| Private Client Services, LLC | 7,192 | $48.7 萬 | 0.31% | +604+9.2% | 加碼 |
| Vista Wealth Management Group, LLC | 7,203 | $48.8 萬 | 0.04% | +2,261+45.8% | 加碼 |
| Baron Silver Stevens Financial Advisors, LLC | 7,209 | $48.8 萬 | 0.09% | +846+13.3% | 加碼 |
| AXS Investments LLC | 7,222 | $48.9 萬 | 0.14% | −355−4.7% | 減碼 |
| 1620 Investment Advisors, Inc. | 7,252 | $49.1 萬 | 0.38% | +25+0.3% | 加碼 |
| Financial Engines Advisors L.L.C. | 7,259 | $49.2 萬 | 0.00% | +1,794+32.8% | 加碼 |
| Epic Trust Investment Advisors, LLC | 7,269 | $49.2 萬 | 0.54% | +1,217+20.1% | 加碼 |
| Warwick Investment Management, Inc. | 7,283 | $49.3 萬 | 0.12% | −1,441−16.5% | 減碼 |
| New Republic Capital, LLC | 7,284 | $49.3 萬 | 0.25% | +68+0.9% | 加碼 |
| SRS Capital Advisors, Inc. | 7,306 | $49.5 萬 | 0.05% | +2,948+67.6% | 加碼 |
| First City Capital Management, Inc. | 7,307 | $49.5 萬 | 0.28% | −52−0.7% | 減碼 |
| Legacy Advisory Services, LLC | 7,312 | $49.5 萬 | 0.45% | +31+0.4% | 加碼 |
| Levy Wealth Management Group, LLC | 7,327 | $49.6 萬 | 0.13% | +4,904+202.4% | 加碼 |
| Global Financial Private Client, LLC | 7,338 | $49.7 萬 | 0.21% | 00.0% | 不變 |
| Legacy Financial Group LLC | 7,343 | $49.7 萬 | 0.10% | +207+2.9% | 加碼 |
| Accent Capital Management, LLC | 7,365 | $49.9 萬 | 0.31% | +525+7.7% | 加碼 |
| Carlson Capital Management | 7,365 | $49.9 萬 | 0.02% | +26+0.4% | 加碼 |
| Sweeney & Michel, LLC | 7,148 | $50.0 萬 | 0.21% | +14+0.2% | 加碼 |
| Cedrus LLC | 7,382 | $50.0 萬 | 0.25% | +1,071+17.0% | 加碼 |
| Traveka Wealth, LLC | 7,391 | $50.0 萬 | 0.24% | +141+1.9% | 加碼 |
| Sharp Financial Services, LLC | 7,395 | $50.1 萬 | 0.43% | −1,734−19.0% | 減碼 |
| Apella Capital, LLC | 7,190 | $50.3 萬 | 0.02% | +447+6.6% | 加碼 |
| Triad Wealth Partners, LLC | 7,425 | $50.3 萬 | 0.26% | +3,915+111.5% | 加碼 |
| Jupiter Wealth Management LLC | 7,340 | $50.4 萬 | 0.27% | +2,765+60.4% | 加碼 |
| M3 Advisory Group, LLC | 7,441 | $50.4 萬 | 0.41% | +1,516+25.6% | 加碼 |
| LWMG, LLC | 7,476 | $50.6 萬 | 0.11% | +411+5.8% | 加碼 |
| S&CO Inc | 7,500 | $50.7 萬 | 0.04% | 00.0% | 不變 |
| Legal Advantage Investments, Inc. | 7,500 | $50.8 萬 | 0.29% | 00.0% | 不變 |
| Founders Capital Management, LLC | 7,500 | $50.8 萬 | 0.09% | 00.0% | 不變 |
| Fortis Group Advisors, LLC | 7,501 | $50.8 萬 | 0.10% | +675+9.9% | 加碼 |
| Stonebridge Capital Management Inc | 7,500 | $50.8 萬 | 0.22% | 00.0% | 不變 |
| Element Wealth, LLC | 7,507 | $50.8 萬 | 0.29% | −246−3.2% | 減碼 |
| Fernwood Investment Management, LLC | 7,516 | $50.9 萬 | 0.16% | −3,794−33.5% | 減碼 |
| Wealth Dimensions Group, Ltd. | 7,520 | $50.9 萬 | 0.15% | +222+3.0% | 加碼 |
| Williamson Legacy Group, LLC | 7,526 | $51.0 萬 | 0.38% | +383+5.4% | 加碼 |
| Worth Asset Management, LLC | 7,529 | $51.0 萬 | 0.30% | +2,743+57.3% | 加碼 |
| Maia Wealth LLC | 7,324 | $51.0 萬 | 0.15% | +7,324 | 新進 |
| Allen Wealth Management, LLC | 7,547 | $51.1 萬 | 0.45% | +931+14.1% | 加碼 |
| Oak Hill Wealth Advisors, LLC | 7,562 | $51.2 萬 | 0.16% | +7,562 | 新進 |
| China Universal Asset Management Co., Ltd. | 7,592 | $51.4 萬 | 0.07% | −2,055−21.3% | 減碼 |
| Hofer & Associates. Inc | 7,596 | $51.4 萬 | 0.40% | +4,126+118.9% | 加碼 |
| Live Oak Investment Partners | – | $51.5 萬 | 0.43% | – | 新進 |
| WESPAC Advisors, LLC | 7,617 | $51.6 萬 | 0.40% | −2,208−22.5% | 減碼 |
| BOS Asset Management, LLC | 7,650 | $51.8 萬 | 0.24% | 00.0% | 不變 |
| Garden State Investment Advisory Services LLC | 7,644 | $51.8 萬 | 0.18% | +1,047+15.9% | 加碼 |
| Indie Asset Partners, LLC | 7,675 | $52.0 萬 | 0.41% | +906+13.4% | 加碼 |
| Baron Wealth Management LLC | 7,676 | $52.0 萬 | 0.27% | +724+10.4% | 加碼 |
| West Coast Financial LLC | 7,691 | $52.1 萬 | 0.06% | +30+0.4% | 加碼 |
| Castleview Partners, LLC | 7,694 | $52.1 萬 | 0.30% | +61+0.8% | 加碼 |
| DDFG, Inc | 7,738 | $52.4 萬 | 0.16% | +737+10.5% | 加碼 |
| Bristlecone Advisors, LLC | 7,743 | $52.4 萬 | 0.04% | −95−1.2% | 減碼 |
| Commonwealth Retirement Investments LLC | 7,752 | $52.5 萬 | 0.24% | −730−8.6% | 減碼 |
| Gimbal Financial | 7,524 | $52.5 萬 | 0.39% | −199−2.6% | 減碼 |
| EPG Wealth Management LLC | 0 | $52.6 萬 | 0.12% | −7,134−100.0% | 減碼 |
| Power Wealth Management LLC | 7,773 | $52.6 萬 | 0.25% | −3,696−32.2% | 減碼 |
| BancFirst Trust & Investment Management | 7,761 | $52.7 萬 | 0.25% | +177+2.3% | 加碼 |
| Van Cleef Asset Management,Inc | 7,800 | $52.8 萬 | 0.07% | −6,000−43.5% | 減碼 |
| KFA Private Wealth Group, LLC | 7,801 | $52.8 萬 | 0.27% | −6,866−46.8% | 減碼 |
| STAR Financial Bank | 7,804 | $52.8 萬 | 0.41% | −1,355−14.8% | 減碼 |
| Heartwood Wealth Advisors LLC | 7,806 | $52.9 萬 | 0.06% | +3,702+90.2% | 加碼 |
| Gillespie Robinson & Grimm Inc | 7,818 | $52.9 萬 | 0.04% | 00.0% | 不變 |
| Nottingham Advisors, Inc. | 7,821 | $53.0 萬 | 0.06% | +7,821 | 新進 |
| LVZ Advisors, Inc. | 7,824 | $53.0 萬 | 0.07% | +143+1.9% | 加碼 |
| Sciencast Management LP | 7,834 | $53.0 萬 | 0.18% | +7,834 | 新進 |
| LaSalle St. Investment Advisors, LLC | 7,848 | $53.1 萬 | 0.27% | +3,907+99.1% | 加碼 |
| Precedent Wealth Partners, LLC | 7,864 | $53.2 萬 | 0.21% | −326−4.0% | 減碼 |
| First United Bank Trust | 7,870 | $53.3 萬 | 0.20% | +5,635+252.1% | 加碼 |
| Wedge Capital Management L L P | 7,876 | $53.3 萬 | 0.01% | +113+1.5% | 加碼 |
| Global Wealth Strategies & Associates | 7,883 | $53.4 萬 | 0.19% | −600−7.1% | 減碼 |
| Teamwork Financial Advisors, LLC | 7,883 | $53.4 萬 | 0.08% | +270+3.5% | 加碼 |
| InTrack Investment Management Inc | 7,897 | $53.5 萬 | 0.38% | +1,340+20.4% | 加碼 |
| ABN AMRO Bank N.V. | 7,835 | $53.5 萬 | 0.01% | +335+4.5% | 加碼 |
| Walker Financial Services, Inc. | 7,908 | $53.5 萬 | 0.42% | −910−10.3% | 減碼 |
| Beta Wealth Group, Inc. | 7,909 | $53.5 萬 | 0.25% | +403+5.4% | 加碼 |
| New England Research & Management, Inc. | 7,923 | $53.6 萬 | 0.26% | 00.0% | 不變 |
| Sax Wealth Advisors, LLC | 7,947 | $53.8 萬 | 0.05% | +1,096+16.0% | 加碼 |
| NorthCrest Asset Manangement, LLC | 7,949 | $53.8 萬 | 0.02% | −1,294−14.0% | 減碼 |
| Capstone Wealth Management Group, LLC | 7,953 | $53.8 萬 | 0.35% | −176−2.2% | 減碼 |
| Perissos Private Wealth Management, LLC | 7,983 | $54.1 萬 | 0.48% | +327+4.3% | 加碼 |
| David J Yvars Group | 7,995 | $54.1 萬 | 0.34% | +462+6.1% | 加碼 |
| Zevin Asset Management LLC | 8,049 | $54.5 萬 | 0.09% | −1,818−18.4% | 減碼 |
| First Business Financial Services, Inc. | 8,056 | $54.5 萬 | 0.06% | +178+2.3% | 加碼 |
| Garrison Point Advisors, LLC | 8,068 | $54.6 萬 | 0.36% | −47−0.6% | 減碼 |
| Fermata Advisors, LLC | 8,070 | $54.6 萬 | 0.13% | +4,150+105.9% | 加碼 |
| New England Capital Financial Advisors LLC | 8,080 | $54.7 萬 | 0.31% | +45+0.6% | 加碼 |
| Lakeridge Wealth Management LLC | 8,085 | $54.7 萬 | 0.33% | +576+7.7% | 加碼 |
| New Covenant Trust Company, N.A. | 7,739 | $54.8 萬 | 0.63% | −452−5.5% | 減碼 |
| Advisory Resource Group | 8,098 | $54.8 萬 | 0.12% | −115−1.4% | 減碼 |
| Capital Square, LLC | 7,798 | $54.9 萬 | 0.36% | −180−2.3% | 減碼 |
| McLean Asset Management Corp | 7,805 | $55.0 萬 | 0.18% | +217+2.9% | 加碼 |