Walmart Inc Portfolio Concentration Analysis: Heavy Exposure in Industrials
As of June 30, 2026, Walmart Inc's portfolio shows significant concentration with Symbotic Inc (SYM) making up the vast majority at 91.6%, while Green Dot Corp (GDOT) adds a small allocation.
Walmart Inc holds a substantial portfolio as of June 30, 2026, valued at approximately $687 million.
This analysis focuses on the concentration within its holdings. The data reveals that two companies represent nearly all of the portfolio's value, highlighting significant exposure to specific sectors and individual stocks.
Major Holdings: Symbotic Inc Dominates
The largest position in Walmart Inc's portfolio belongs to Symbotic Inc (SYM). This stock allocation accounts for a staggering 91.6% of the total portfolio value, making it the primary holding.
Symbotic Inc is categorized under the Industrials sector. Its total stock value in this portfolio is $674 million, reflecting its significant weight and dominance within Walmart's investment strategy as shown by the provided data.
Secondary Holding: Green Dot Corp
The second largest holding listed for Walmart Inc is Green Dot Corp (GDOT). This stock contributes a smaller portion, representing 1.79% of the portfolio's total value.
Green Dot Corp operates within the Financial Services sector and has a total stock value allocation of $13.2 million in this context.
Sector Allocation: Heavy Bias Towards Industrials
The overall sector allocation for Walmart Inc's portfolio further emphasizes its concentration risk profile. According to the provided data, the vast majority (98.08%) of the portfolio is invested in the Industrials sector.
The remaining allocation, 1.92%, falls within Financial Services as shown by the provided data points for this analysis.
Conclusion: High Concentration Observed
In summary, based on the available information from June 30, 2026, Walmart Inc's portfolio demonstrates a high degree of concentration. The single largest holding is Symbotic Inc (SYM), accounting for nearly all holdings at 91.6% allocation.
Additionally, the portfolio holds one other stock with a small allocation and shows an almost exclusive focus on the Industrials sector as per the provided data.