Joseph M. Ruschell

Walmart Inc.

Assets Managed

$840.356M

Holdings

Last Quarter

2026 - Q1

Filed Date

18d ago

Growth Rate

-13.75%(2Q avg: -3.31%)

Sustained Growth

0 quarters

Portfolio positions

This chart displays the top 10 holdings in Walmart Inc.'s 2026 - Q1 portfolio, based on their 13F SEC filing, out of a total of 3 positions.

Assets under management

The assets under management (AUM) of Walmart Inc. over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2026 - Q1, they manage 840.356M in assets, with a quarterly growth rate of -13.75% and a 2-quarter average growth rate of -3.31%. The portfolio is managed by Joseph M. Ruschell, and others.

Portfolio holdings

Investment	Portfolio %	Reported Value
SYM Symbotic Inc Recent Activity	94.96%	$798M 15M shares@ $53.2 avg price
KLAR Klarna Group Plc Recent Activity	3.74%	$31.416M 2.4M shares@ $13.09 avg price
GDOT Green Dot Corp-class A Recent Activity	1.31%	$10.94M 975,000 shares@ $11.22 avg price

1-3 of 3