Montrusco Bolton Investments 13F: Adds $6.2M to WMT Stake

Montrusco Bolton Investments has increased its stake in Walmart Inc. (NasdaqGS: WMT), according to its latest 13F filing with the SEC. The fund added 59,934 shares, boosting its holdings by 20.5% to a total of 352,732 shares. This stake is now valued at approximately $36.7 million as of the filing date.

What Changed in Montrusco Bolton Investments' Walmart Position

Montrusco Bolton Investments raised its Walmart position by 20.5%, adding 59,934 shares to its portfolio. Before this change, the fund held 292,798 shares. The increased stake now totals 352,732 shares, valued at about $36.7 million.

Walmart Inc. Stock Up 2.3%

Shares of Walmart Inc. traded near $106.73 on Friday. The company has a market capitalization of $852.4 billion and a P/E ratio of 38.93, reflecting its current earnings. Walmart's forward P/E is slightly lower at 33.26, indicating expectations of future earnings growth. The stock has a 52-week low of $98.88 and a high of $135.16. Its 50-day moving average is $109.78, while the 200-day moving average is $118.68. Walmart's beta of 0.595 suggests it is less volatile than the broader market.

Recent Earnings

Walmart reported revenue of approximately $735.8 billion, showing a growth rate of 5.9%. The company's net margin stands at 3%, with a return on equity of 22.3%. Walmart's earnings per share (EPS) is $2.76. The next earnings report is anticipated on November 19, 2026.

Dividend

Walmart pays an annual dividend of $0.99 per share, offering a yield of 0.93%. The company's dividend payout ratio is 34.96%, indicating a balanced approach to returning profits to shareholders while retaining earnings for growth. The ex-dividend date was not specified in the data.

About Walmart Inc.

Walmart Inc. operates as a retail giant based in Bentonville, Arkansas. With over 2.1 million employees, it runs a vast network of supercenters, supermarkets, and warehouse clubs across the world. The company serves customers through its physical stores and a robust online presence, offering a wide range of products from groceries to electronics. Under the leadership of CEO John R. Furner, Walmart continues to expand its market reach and adapt to changing consumer needs.

Bottom Line

Montrusco Bolton Investments' decision to increase its stake in Walmart reflects confidence in the retail giant's performance. Investors often track such filings to gauge institutional sentiment. It's important to remember that 13F filings are backward-looking and may not represent current positions.