Fulcrum Asset Management LLP

Position in WMT — Walmart Inc.

CIK 1353395 LONDON, X0

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$17,631,410

+$17,631,410 QoQ

Shares Held

155,672

Ownership

0.002%

of shares outstanding

% of Portfolio

1.78%

of 13F equity value

Holder Rank

#643

of 4,382 holders

Holding Since

Sep 2020

3 quarters on record

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Derivatives in WMT

reported options exposure · as of Mar 31, 2025

CallValue

CallShares

PutValue

$21,508,361

PutShares

Notional value of option positions as reported on Form 13F. Calls and puts are disclosed separately and do not net against the common-share stake above.

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Fulcrum Asset Management LLP holds $27,734,616 across 6 Discount Stores names. WMT ranks #1 (63.6% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	155,672	$17,631,410
2	COST	Costco Wholesale Corp /New	10,779	$10,083,431
3	DLTR	Dollar Tree, Inc.	64	$7,740
4	DG	Dollar General Corp	66	$7,597
5	TGT	Target Corp	28	$3,657
6	PSMT	Pricesmart Inc	4	$781

All Filings in WMT

Export CSV

3 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$17,631,410	155,672	—	Shares	Sole	2026-08-18
2025-03-31	$21,508,361	0	—	Put	Sole	2025-04-24
2020-09-30	$1,260,030	9,006	—	Principal	Sole	2020-10-21
No filing history on record for this holder in this stock.