B. Riley Wealth Advisors 13F: Adds $2.8M to Walmart (WMT) Stake

The firm added 26,574 shares of Walmart, growing its position to 99,656 shares.

Reviewed by automated data checks against the source filing. How we make and check alerts

B. Riley Wealth Advisors added 26,574 shares to its stake in Walmart Inc. ($WMT), a 36.36% increase, according to a 13F filing with the SEC dated October 13, 2026. It reported 99,656 shares worth $10.36 million at the end of the quarter.

Since the filing, $WMT is up 5.8% to date (from the $112.28 close on Oct 13, 2026).

Find the original: B. Riley Wealth Advisors 13F filings on SEC EDGAR

WMT Walmart Inc.
$118.81 +6.03% year to date
Daily close · Oct 16, 2026

Key Points

  • B. Riley Wealth Advisors increased its stake in Walmart by 36.4%, adding 26,574 shares to hold 99,656 shares worth about $10.36 million.
  • Walmart has a market cap of approximately $852.4 billion and trades with a P/E ratio of 38.93, with a 52-week range between $98.88 and $135.16.
  • The company pays an annual dividend of $0.99 per share, yielding 0.93%, with a payout ratio of 34.96%.

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B. Riley Wealth Advisors boosted its holdings in Walmart Inc. (NasdaqGS: WMT) by 36.4%, according to its latest Form 13F filing with the SEC. The firm added 26,574 shares during the reporting period, bringing its total to 99,656 shares valued at approximately $10.36 million as of the filing date.

13F track record

B. Riley Wealth Advisors vs. the S&P 500

YTD return +6.64% hypothetical
All-time return +6.64% S&P 500 +4.87%
vs. S&P 500 +1.77% ahead of the index

Hypothetical returns from B. Riley Wealth Advisors's disclosed trades, not real profit or advice. How we model this.

What Changed in B. Riley Wealth Advisors' Walmart Position

B. Riley Wealth Advisors increased its stake in Walmart by 36.4%, adding 26,574 shares to its previous total of 73,082 shares. This brought its holdings to 99,656 shares, valued at around $10.36 million.

Walmart Inc. Stock Up 2.3%

Shares of Walmart Inc. traded near their 52-week high of $135.16, with a low of $98.88 over the past year. The company, with a market cap of approximately $852.4 billion, has a P/E ratio of 38.93 and a forward P/E of 33.26. Walmart's stock has a 50-day moving average of $109.78 and a 200-day moving average of $118.68. The company also maintains a current ratio of 0.767 and a quick ratio of 0.195, indicating its liquidity position.

Recent Earnings

Walmart reported revenue of $735.84 billion with a growth rate of 5.9%. The company's net margin stands at 3%, and it has a return on equity of 22.31%. Walmart's next earnings report is scheduled for November 19, 2026.

Dividend

Walmart pays an annual dividend of $0.99 per share, providing a yield of 0.93%. The company's dividend payout ratio is 34.96%, reflecting its policy of returning profits to shareholders.

About Walmart Inc.

Walmart Inc., headquartered in Bentonville, Arkansas, operates as a retail and wholesale company with a global presence. It runs supercenters, supermarkets, warehouse clubs, and discount stores under the Walmart and Sam's Club brands, along with ecommerce sites like walmart.com. Led by CEO John R. Furner, Walmart employs over 2.1 million people worldwide, offering a wide range of products from groceries to electronics and financial services.

Bottom Line

B. Riley Wealth Advisors' decision to increase its stake in Walmart reflects continued confidence in the retail giant. Investors often track these filings to gauge institutional sentiment, although it's important to remember that 13F filings are backward-looking and may not represent current positions. Walmart remains a key player in the consumer defensive sector, attracting attention for its market presence and financial performance.

Source: B. Riley Wealth Advisors's 13F filing on $WMT (Oct 13, 2026). 13F filings show holdings as of the end of the reporting quarter and may not reflect the fund's current position. Find the original filing: B. Riley Wealth Advisors 13F filings on SEC EDGAR. Written by software, not financial advice. How we make alerts

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