Walmart Inc. (WMT)

WMT · Consumer Staples · United States

Walmart Inc. (WMT) is a company in the Consumer Staples sector, based in United States. The stock is held in 24 ETFs we track – with its largest weight of 16.23 % in XUCT (msci-usa-consumer-staples). Anyone holding one of these ETFs also owns a small indirect stake in Walmart.

Very high ETF coverage: 24 of the 95 ETFs we cover hold Walmart, spread across 12 indices. That puts the stock in more ETFs than 92.0 % of the 4,334 stocks we cover.

Held in24 ETFs

Highest weight16.23 %

Indices12

SectorConsumer Staples

CountryUnited States

ISINUS9311421039

WKN860853

Data note 1

About Walmart

Walmart operates discount stores, supercenters and online retail. It reports three segments: Walmart U.S., Walmart International, with businesses such as Walmex in Mexico and Flipkart in India, and Sam's Club, a membership warehouse chain. Groceries make up the largest share of its US sales. Sam Walton founded Walmart in 1962; the company is based in Bentonville, Arkansas, and its fiscal year ends on January 31.

Data note 2

Price chart

Data note 3

Performance

Performance
Year to date	-3.5 %	1 year	+3.9 %
1 month	-6.0 %	3 months	-9.0 %
Calendar year 2025	+23.3 %

52W

Data note 4

Measured in euros, Walmart returned -1.7 % year to date and +6.4 % over one year. The gap to the dollar figures above comes from the exchange rate alone: each daily price is converted at the ECB euro reference rate for the same day.

Data note 5

Risk metrics

Max drawdown-23.5 %

Volatility p.a.24.6 %

Data note 6

Below peak-19.9 %

Beta to S&P 500-0.06

Correlation to S&P 500-0.03

The close on Sep 16, 2026 was 19.9 % below the highest close since Jul 11, 2024, reached on May 19, 2026. Over the last 252 trading days, on days when the S&P 500 rose or fell 1 %, Walmart moved on average 0.06 % in the opposite direction. The correlation of -0.03 shows how reliable that average is: the broad market explained only a small share of the daily moves.

Data note 7

Correlated with

The strongest co-movers on top, the most inverse below. Low or negative values improve portfolio diversification.

Correlated with
Instrument	r	−1 … +1
Costco Wholesale Corporation	+0.68
Republic Services Inc.	+0.45
Kroger Co.	+0.43
Medtronic Plc	+0.43
Waste Management Inc.	+0.41
Intuit Inc.	+0.40
Nordson Corporation	-0.45
Lumentum Holdings Inc.	-0.40
Seagate Technology Holdings plc	-0.37

Data note 8

Key financials

Latest reported fiscal year (FY2025, period end 2026-01-31) as filed with the SEC.

Revenue706.4 bn $

Net income21.9 bn $

Diluted EPS2.73 $

Net margin3.1 %

Return on equity22.0 %

Equity ratio35.0 %

Revenue growth+4.7 %

Revenue and profit by fiscal year
Fiscal year	Revenue	Net income	Margin
FY2023	642.6	15.5	2.4 %
FY2024	674.5	19.4	2.9 %
FY2025	706.4	21.9	3.1 %

Data note 9

Held in these ETFs

Held in these ETFs
ETF	Index	Weight	per €1,000 in the ETF
XUCT / XUCS	msci-usa-consumer-staples	16.23 %	€162.30
WCOS	msci-world-consumer-staples	10.65 %	€106.50
XDWS	msci-world-consumer-staples	10.61 %	€106.10
EXXT	nasdaq-100	2.35 %	€23.50
XNAS	nasdaq-100	2.35 %	€23.50
CIND	dow-jones	1.24 %	€12.40
XDEQ	msci-world-quality	0.74 %	€7.40
SPYL / SPY5	sp500	0.73 %	€7.30
SXR8	sp500	0.72 %	€7.20
XD9U / XD9D	msci-usa	0.72 %	€7.20
SWWD	msci-world	0.52 %	€5.20
EUNL	msci-world	0.52 %	€5.20
SPPW	msci-world	0.52 %	€5.20
XDWD / XDWL	msci-world	0.52 %	€5.20
WIMI	msci-world-imi	0.47 %	€4.70
SPYY	msci-acwi	0.46 %	€4.60
IUSQ	msci-acwi	0.45 %	€4.50
XDEB	msci-world-minimum-volatility	0.39 %	€3.90
SPYI / SPSA	msci-acwi-imi	0.37 %	€3.70

Data note 10

The last column turns the weight into euros: this much of €1,000 invested in one of these funds is allocated to Walmart as of the fund's latest holdings list.

Weight in EUNL since 2019

Sep 30, 2019Sep 16, 2026

In EUNL, a fund tracking the MSCI World, Walmart had a weight of 0.42 % on Sep 30, 2019 and 0.52 % on Sep 16, 2026. Its share peaked at 0.68 % on Mar 31, 2026. The weight rises and falls with the stock's price relative to the other index members, and it also shifts when the index provider changes the composition.

Data note 11

How much Walmart Inc. overlaps with other holdings in a portfolio is shown by the Portfolio X-Ray and the ETF overlap check.

Stocks with similar ETF exposure

Names that reach a portfolio through largely the same funds as Walmart — the figure counts the ETFs holding both.

Data note 12

Key figures side by side

Key figures compared with stocks of similar ETF exposure
Stock	1 year	Volatility p.a.	Net margin	Revenue growth
Walmart	+3.9 %	24.6 %	3.1 %	+4.7 %
Costco Wholesale Corporation	-6.1 %	20.6 %	2.9 %	+8.2 %
PepsiCo	-4.1 %	21.1 %	8.8 %	+2.3 %
Monster Beverage Corporation	+34.7 %	25.9 %	–	+10.7 %
Procter & Gamble Company	-7.0 %	19.1 %	19.0 %	+0.3 %
Mondelez International	-0.5 %	22.4 %	6.4 %	+5.8 %
Hershey Company	-11.7 %	28.0 %	7.6 %	+4.4 %
Coca-Cola Company	+32.7 %	17.8 %	27.3 %	+1.9 %
Church & Dwight	+4.4 %	21.7 %	11.9 %	+1.6 %

Return and volatility from our daily closing prices in US dollars; margin and growth from the latest SEC annual filing. Fiscal years do not all end on the same date.