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Walmart Inc.

CIK:0000104169
Other
$681B AUM
2 holdings
Bentonville, AR, United States
Founded:1962
2,100,000 employees
Latest filing:Sep 30, 2025

Walmart Inc. is a global omni-channel retailer headquartered in Bentonville, Arkansas. Founded in 1962 by Sam Walton, Walmart operates retail, wholesale, and eCommerce businesses under the Walmart and Sam’s Club brands. As of 2025, the company has over 10,750 stores and various eCommerce websites in 19 countries, serving approximately 270 million customers each week. It employs over 2 million people worldwide and is publicly listed on the NYSE under 'WMT'. Walmart emphasizes technology-driven retail innovation and low prices to serve consumers, families, and small businesses.

Investment Strategy

Walmart's strategy centers on its omni-channel retail model, integrating physical stores and digital commerce with the goal of providing value and convenience. The company focuses on everyday low pricing (EDLP), operational efficiency (EDLC), and customer-centric innovation across its global footprint. Walmart invests in technology, supply chain improvements, and digital initiatives to streamline operations, lower costs, and improve the shopping experience. Its approach emphasizes disciplined growth, global presence, price leadership, and expanding eCommerce and service capabilities.

Top Buys
S
SYMSYMBOTIC INC
+$225.8M
G
GDOTGREEN DOT CORP
+$2.6M
Top Sells
S
SYMSYMBOTIC INC
+$225.8M
G
GDOTGREEN DOT CORP
+$2.6M

Top Holdings

S
SYMSYMBOTIC INC
+98.4%$808.5M
G
GDOTGREEN DOT CORP
+1.6%$13.1M

Equity Positions (2)

TickerSecurityWeightMarket ValueSharesAvg CostPriceChange (QoQ)
S
SYM
SYMBOTIC INC98.41%$808.5M15,000,000$23.71$53.90+$225.8M
G
GDOT
GREEN DOT CORP1.59%$13.1M975,000$10.64$13.43+$2.6M

Industry Allocation

GENERAL INDUSTRIAL MACHINERY & EQUIPMENT, NEC
+98.4%
FINANCE SERVICES
+1.6%