13F-HR: Walmart Discloses Q2 2025 Investment Holdings

Walmart Inc. has filed its quarterly Form 13F-HR, revealing its investment portfolio holdings as of June 30, 2025, totaling over $593 million.

Summary

• Walmart Inc. filed its Form 13F-HR for the quarter ended June 30, 2025, detailing its institutional investment holdings.
• The total market value of the reported holdings is $593,260,500.
• The filing lists two equity positions: Symbotic Inc. Class A Common Stock and Green Dot Corp. Class A.
• Walmart holds 15,000,000 shares of Symbotic Inc. Class A Common Stock, valued at $582,750,000.
• Walmart holds 975,000 shares of Green Dot Corp. Class A, valued at $10,510,500.
• All reported holdings are under Walmart's sole investment discretion and sole voting authority.

Sentiment

Score: 5

Explanation: The filing is a standard regulatory disclosure of investment holdings and does not contain qualitative statements that would indicate positive or negative sentiment.

Positives

• Increased transparency regarding Walmart's institutional investment holdings.
• Disclosure of significant investments in technology (Symbotic Inc.) and financial services (Green Dot Corp.) companies.

Risks

• The value of the investment portfolio is subject to market fluctuations.
• A significant portion of the disclosed portfolio is concentrated in Symbotic Inc., introducing concentration risk.

Future Outlook

NA

Management Comments

• The person signing the report is authorized to submit it, that all information contained herein is true, correct and complete, and that it is understood that all required items, statements, schedules, lists, and tables, are considered integral parts of this form.

Industry Context

This filing provides insight into Walmart's strategic investments, particularly in companies like Symbotic, which aligns with its ongoing efforts in supply chain automation and technology integration within the retail sector. Green Dot Corp. represents an investment in financial technology, potentially related to payment solutions or financial services offerings.

Stakeholder Impact

• Shareholders: Provides transparency on the company's investment portfolio, allowing shareholders to understand a portion of the company's asset allocation.
• Investment Professionals: Offers data for market analysis, tracking institutional investment trends and specific stock ownership.

Key Dates

Keywords

Walmart, 13F-HR, Institutional Holdings, Investment Portfolio, SEC Filing, Symbotic Inc., Green Dot Corp., Equity Holdings, Q2 2025