WMT at a glance
Walmart (WMT, SEC CIK 104169) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on August 20, 2026 and Form 4 insider filings as recently as October 2, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended January 31, 2026 (FY2026), Walmart (WMT) reported revenue of $706.4 billion (up 4.7% from FY2025) and net income of $21.9 billion. Diluted EPS was $2.73.
- As of June 30, 2026, 76 institutional investment managers tracked by SignalX reported holding Walmart (WMT) shares worth $189.6 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by Bartlett Daniel J on October 1, 2026 of 3,990 shares at $104.41 per share.
- In the last 90 days, WMT insiders reported 0 open-market purchases ($0) and 11 open-market sales ($8.9M) on Form 4, a net sale of $8.9M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2026
- $706.4B
- +4.7% vs prior year
- Insiders · 90 days
- 0 buys · 11 sells
- Net −$8.9M
- 13F holders
- 76 funds
- $189.6B · +0 vs prior quarter
- Latest 8-K
- Jun 5, 2026
- Item 5.03 · Item 5.07
AI 10-K Annual Report Analysis
Latest 10-K, fiscal year ended Jan 31, 2026
Management Discussion & Analysis
- Net sales $706.4B, up $31.9B or 4.7% YoY; currency headwinds of $2.8B partially offset growth
- Operating margin 4.2% vs 4.4% prior year; gross profit rate 24.2% vs 24.1%; opex ratio 20.9% vs 20.7%
- Best segment: Walmart U.S., operating income $25.2B, margin 5.2% vs 5.2%; worst: Walmart International, operating income fell $0.4B to $5.1B, margin 3.9% vs 4.5%
- Operating cash flow $41.6B (+$5.1B YoY); free cash flow $14.9B; capex $26.6B; dividends $7.5B; buybacks $8.1B; new $30B repurchase authorization approved Feb 2026
- FY2027 capex guided $25B–$27B; key risks include tariffs, currency volatility, and macro uncertainty from dynamic trade environment
Risk Factors
- VIZIO FTC/NJ AG stipulated order active until 2037 requiring ongoing consumer data compliance; non-compliance risks penalties and regulatory action
- Tariff environment materially impacted fiscal 2026 results; ~82% of US segment net sales exposed, with significant general merchandise sourced internationally
- China PIPL/CAC data transfer approval expires August 2026; reapplication required or cross-border data access halted for Walmart China operations
- AI-enabled agentic shopping platforms by competitors risk reducing store traffic and cross-selling opportunities as eCommerce share grows
- OECD Global Minimum Tax (Pillar Two) now effective in multiple Walmart operating jurisdictions, requiring complex system and data changes with uncertain tax rate impact
Business Overview
- Omnichannel retailer combining physical stores/clubs, eCommerce, marketplace, health & wellness, and financial services (OnePay fintech venture) into integrated ecosystem
- OnePay fintech venture and VIZIO acquisition explicitly named; VIZIO subject to FTC/NJ AG stipulated order through 2037 on consumer data practices
- Tariff exposure flagged as material fiscal 2026 impact; dynamic tariff environment expected to continue into fiscal 2027 with uncertain financial effect
- Walmart International generated ~19% of consolidated net sales in fiscal 2026; Walmart U.S. + Sam's Club U.S. combined ~82%
- AI investment highlighted across customer experience, supply chain, and talent: but also identified as expanding cybersecurity attack surface via autonomous AI-driven threats
AI summary of the WMT 10-K filed . Generated from the filing text; verify against the original.View on SEC EDGARHow to read a 10-K
AI 10-Q Quarterly Report Analysis
Latest 10-Q, quarter ended Jul 31, 2026
Management Discussion & Analysis
- No profitability, margin, segment, cash flow, or capital deployment figures disclosed
Risk Factors
- No material changes to 10-K risk factors reported for the quarter
- Sanctions-compliance exposure from $25 Iran-linked retail transaction at Makro
- Sanctions-compliance exposure from $1,500 Sam’s Club Mexico transaction involving a sanctioned individual
- Ongoing litigation exposure includes opioids, False Claims Act, antitrust, and driver-platform matters
- Near-term performance sensitivity to tariffs, supply-chain disruption, inflation, currency volatility, and consumer confidence
AI summary of the WMT 10-Q filed . Generated from the filing text; verify against the original.View on SEC EDGAR10-K vs 10-Q vs 8-K
AI 8-K Current Report Analysis
The most recent material events, by 8-K item
Item 5.03: Amendments to Articles of Incorporation or Bylaws
- Shareholders approved officer liability exculpation under updated Delaware law
- Charter Amendment and Restated Certificate filed and effective June 4, 2026
Item 5.07: Submission of Matters to a Vote of Security Holders
- All 11 director nominees reelected for one-year terms, preserving board continuity
- Shareholders approved Ernst & Young as auditor for fiscal 2027 with 6,985,709,983 votes
AI summaries of WMT 8-K current reports filed with the SEC. What 8-K item codes mean
SignalX for WMT
Don't miss the next WMT filing
- Alerts as it files. A push when WMT files an 8-K or an insider trades.
- Fund moves. Which tracked funds opened, added or cut WMT, by share count.
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| Bartlett Daniel J | Sell | Oct 1, 2026 | 3,990 | $104.41 |
| Friar Sarah | A | Sep 30, 2026 | 337 | - |
| Harris Carla A | A | Sep 30, 2026 | 168 | - |
| Conde Cesar | A | Sep 30, 2026 | 277 | - |
| Moritz Robert Edward Jr. | A | Sep 30, 2026 | 361 | - |
| Walton Steuart L | A | Sep 30, 2026 | 337 | - |
| Penner Gregory Boyd | A | Sep 30, 2026 | 547 | - |
| MAYER MARISSA A | A | Sep 30, 2026 | 277 | - |
Financial SummaryXBRL
| Metric | FY2024 | FY2025 | FY2026 |
|---|---|---|---|
| Profitability | |||
| Revenue | - | $674.5B | $706.4B |
| Operating Income | $27.0B | $29.3B | $29.8B |
| Net Income | $15.5B | $19.4B | $21.9B |
| Op. Margin | - | 4.4% | 4.2% |
| Net Margin | - | 2.9% | 3.1% |
| Balance Sheet | |||
| Total Assets | - | $260.8B | $284.7B |
| Equity | - | $91.0B | $99.6B |
| ROE | - | 21.4% | 22.0% |
| Per Share | |||
| EPS | - | $2.41 | $2.73 |
| Cash Flow | |||
| Operating CF | $35.7B | $36.4B | $41.6B |
| CapEx | $20.6B | $23.8B | $26.6B |
Source: XBRL data in Walmart (WMT)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate WMT share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 76 | $189.65B |
| Q1 2026 | 76 | $209.32B |
| Q4 2025 | 75 | $185.15B |
| Q3 2025 | 75 | $185.27B |
| Q2 2025 | 71 | $162.11B |
| Q1 2025 | 69 | $111.85B |
| Q4 2024 | 66 | $90.15B |
| Q3 2024 | 59 | $39.47B |
- Citadel Advisors LLC+4.29M (+353%)
- Goldman Sachs Group+4.19M (+11%)
- Citigroup+2.88M (+45%)
- Morgan Stanley+2.41M (+3%)
- Invesco Ltd+2.36M (+2%)
- JPMorgan Chase & Co−26.16M (-21%)
- AQR Capital Management−3.33M (-35%)
- Franklin Resources−2.25M (-8%)
- BNY Mellon−982.7K (-3%)
- Northern Trust−775.1K (-2%)
Source: 13F-HR filings on SEC EDGAR (aggregated from 567 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
WMT filing archive
AI analysis pages for each 10-K, 10-Q and 8-K
10-K annual reports
10-Q quarterly reports
8-K current reports
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
| Form | Filing date | Period | Analysis | SEC |
|---|---|---|---|---|
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Oct 2, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 18, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 9, 2026 | - | - | - |
| 4 | Sep 2, 2026 | - | - | - |
| 10-Q | Aug 28, 2026 | Jul 31, 2026 | Analysis | |
| 4 | Aug 27, 2026 | - | - | - |
| 4 | Aug 21, 2026 | - | - | - |
| 8-K | Aug 20, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
| 4 | Aug 13, 2026 | - | - | - |
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WMT SEC filings: frequently asked questions
Are WMT insiders buying or selling?
In the last 90 days, Walmart (WMT) officers, directors and 10% owners reported no open-market purchases and 11 open-market sales worth $8.9 million by 4 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold WMT stock?
As of June 30, 2026, the largest Walmart (WMT) holders among the 13F filers tracked by SignalX were BlackRock ($40.1 billion), Vanguard Capital Management LLC ($32.4 billion), State Street Corp ($21.3 billion), Invesco Ltd ($16.8 billion), JPMorgan Chase & Co ($11.0 billion). 13F-HR reports are filed up to 45 days after each quarter ends.
What was WMT's revenue in fiscal year 2026?
For the fiscal year ended January 31, 2026 (FY2026), Walmart (WMT) reported revenue of $706.4 billion (up 4.7% from FY2025) and net income of $21.9 billion. Diluted EPS was $2.73. The figures come from the XBRL data in the 10-K.
What are the main risks in WMT's latest 10-K?
In the 10-K filed March 13, 2026, Walmart (WMT) flagged: VIZIO FTC/NJ AG stipulated order active until 2037 requiring ongoing consumer data compliance; non-compliance risks penalties and regulatory action. Tariff environment materially impacted fiscal 2026 results; ~82% of US segment net sales exposed, with significant general merchandise sourced internationally. (AI summary of the Risk Factors section.)
What did WMT report in its latest 8-K?
Walmart (WMT) filed an 8-K on June 5, 2026 reporting Item 5.03 (Amendments to Articles of Incorporation or Bylaws) and Item 5.07 (Submission of Matters to a Vote of Security Holders). Shareholders approved officer liability exculpation under updated Delaware law.
What are the latest WMT SEC filings?
Walmart (WMT) filed its latest 10-K annual report on March 13, 2026, a 10-Q quarterly report on August 28, 2026, an 8-K current report on August 20, 2026 and a Form 4 insider filing on October 2, 2026.
What is WMT's SEC CIK number?
Walmart (WMT)'s SEC Central Index Key (CIK) is 104169. EDGAR lists every WMT filing under that number.
Ask anything about WMT
The research agent reads WMT's filings, financials, insider trades and 13F holders, then answers with sources.