Walmart updates Symbotic Inc. (SYM) stake to 39.9% of Class A shares

Rhea-AI Filing Summary

Walmart Inc. reports that it beneficially owns 76,350,823 shares of Symbotic Inc. Class A common stock on an as-converted basis. This reflects 15,000,000 Class A shares held directly and 61,350,823 shares that could be acquired by exchanging an equal number of OpCo Units in Symbotic Holdings LLC. Walmart also holds 61,350,823 Class V-1 common shares, which provide one vote per share but no economic interest and would be cancelled upon any such exchange.

Based on 129,873,381 Class A shares outstanding as of August 3, 2026, Walmart’s position corresponds to 39.9% of the Class A common stock after giving effect to full exchange of its OpCo Units. On a fully diluted basis, including all classes of Symbotic common stock, Walmart beneficially owns approximately 12.6% of total common stock and about 5.4% of aggregate voting power. Walmart states that its equity holdings in Symbotic have not changed since December 14, 2023; the reported percentages changed due to variations in Symbotic’s outstanding shares, and no transactions in Class A stock were effected in the past 60 days.

Key Figures

Beneficial ownership (Class A, as-converted): 76,350,823 shares Direct Class A shares held: 15,000,000 shares OpCo Units exchangeable into Class A: 61,350,823 units +5 more

8 metrics

Beneficial ownership (Class A, as-converted) 76,350,823 shares Total Class A common stock Walmart beneficially owns on an as-converted basis

Direct Class A shares held 15,000,000 shares Class A common stock directly owned by Walmart

OpCo Units exchangeable into Class A 61,350,823 units OpCo Units Walmart may exchange for an equal number of Class A shares

Class V-1 common shares held 61,350,823 shares Non-economic Class V-1 shares held, one vote per share, cancel on exchange

Ownership of Class A (as-converted) 39.9 % Percentage of Class A common stock after giving effect to exchange of all OpCo Units

Class A shares outstanding 129,873,381 shares Symbotic Class A common stock outstanding as of August 3, 2026

Fully diluted ownership of total common 12.6 % Approximate percentage of total common stock outstanding across all classes

Aggregate voting power 5.4 % Approximate share of total voting power of Symbotic securities

Key Terms

beneficially owns, OpCo Units, Class V-1 common stock, fully diluted basis, +1 more

5 terms

beneficially owns financial

"The Reporting Person beneficially owns approximately 12.6% of the Issuer's total common stock"

Beneficially owns means a person or entity enjoys the economic benefits and control of a security even if the legal title or registration is held in another name. Think of it like having the keys and profits from a car that is registered to a friend: you use it, benefit from it, and make decisions about it even though the official paperwork lists someone else. For investors, this matters because it reveals who truly controls shares, affects voting power, potential conflicts of interest, and regulatory disclosure obligations.

OpCo Units financial

"61,350,823 shares of Class A Common Stock that may be acquired upon the exchange of 61,350,823 common units ("OpCo Units")"

Class V-1 common stock financial

"Incident to its ownership of OpCo Units, the Reporting Person also owns 61,350,823 shares of the Issuer's Class V-1 common stock"

fully diluted basis financial

"On a fully diluted basis (including all of the outstanding shares of the Issuer's Class A Common Stock..."

A fully diluted basis counts every share that could exist if all outstanding options, warrants, convertible securities and other rights were exercised or converted into common stock, showing the maximum number of shares outstanding. For investors this matters because it spreads ownership and earnings across that larger share count, like slicing a pie into every possible piece before deciding how big each investor’s slice will be, which affects per-share value and ownership percentage.

aggregate voting power financial

"the Reporting Person beneficially owns approximately 12.6% of the Issuer's total common stock outstanding, and approximately 5.4% of the aggregate voting power"

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Available on EDGAR 08/07/2026 - 04:17 PM Accepted by SEC EDGAR 08/07/2026 - 04:17 PM Learn about SEC filing dates

FAQ

How many Symbotic (SYM) shares does Walmart currently beneficially own?

Walmart beneficially owns 76,350,823 shares of Symbotic’s Class A common stock on an as-converted basis. This includes 15,000,000 Class A shares held directly plus 61,350,823 shares that could be received by exchanging an equal number of OpCo Units.

What percentage of Symbotic (SYM) Class A common stock is owned by Walmart?

Walmart’s stake represents 39.9% of Symbotic’s Class A common stock, calculated after giving effect to the exchange of all 61,350,823 OpCo Units. The percentage is based on 129,873,381 Class A shares outstanding as of August 3, 2026.

How is Walmart’s ownership in Symbotic (SYM) structured between Class A shares and OpCo Units?

Walmart directly owns 15,000,000 Class A shares and holds 61,350,823 OpCo Units in Symbotic Holdings LLC, exchangeable into the same number of Class A shares. It also owns 61,350,823 Class V-1 shares, which provide voting rights but no economic interest.

What is Walmart’s fully diluted ownership and voting power in Symbotic (SYM)?

On a fully diluted basis across all common classes, Walmart beneficially owns approximately 12.6% of Symbotic’s total common stock and about 5.4% of aggregate voting power. These figures include outstanding Class A, Class V-1 and Class V-3 common shares.

Has Walmart changed its Symbotic (SYM) equity holdings recently?

Walmart states its equity holdings in Symbotic have not changed since an earlier amendment filed on December 14, 2023. The reported ownership percentages changed due to variations in Symbotic’s outstanding shares, and Walmart reports no Class A stock transactions in the past 60 days.

What Symbotic (SYM) share counts were used to calculate Walmart’s ownership percentages?

The 39.9% Class A ownership is based on 129,873,381 Class A shares outstanding as of August 3, 2026. Fully diluted calculations reference 71,369,131 Class V-1 shares and 403,559,196 Class V-3 shares outstanding, in addition to Class A shares.

SECURITIES AND EXCHANGE COMMISSION
Washington, D.C. 20549

SCHEDULE 13D

Under the Securities Exchange Act of 1934

(Amendment No. 4)

Symbotic Inc.

(Name of Issuer)

Class A Common Stock, par value $0.0001 per share

(Title of Class of Securities)

87151X101

(CUSIP Number)

Joseph M. Ruschell
1 Customer Drive,
Bentonville, AR, 72716
479-273-4000

(Name, Address and Telephone Number of Person Authorized to Receive Notices and Communications)

08/05/2026

(Date of Event Which Requires Filing of This Statement)

If the filing person has previously filed a statement on Schedule 13G to report the acquisition that is the subject of this Schedule 13D, and is filing this schedule because of §§ 240.13d-1(e), 240.13d-1(f) or 240.13d-1(g), check the following box.

The information required on the remainder of this cover page shall not be deemed to be "filed" for the purpose of Section 18 of the Securities Exchange Act of 1934 ("Act") or otherwise subject to the liabilities of that section of the Act but shall be subject to all other provisions of the Act (however, see the Notes).

schemaVersion:

SCHEDULE 13D

CUSIP Number(s): 87151X101

1

Name of reporting person

Walmart Inc.

2

Check the appropriate box if a member of a Group (See Instructions)

(a)
(b)

3

SEC use only

4

Source of funds (See Instructions)

OO

5

Check if disclosure of legal proceedings is required pursuant to Items 2(d) or 2(e)

6

Citizenship or place of organization

DELAWARE

Number of Shares Beneficially Owned by Each Reporting Person With:

7	Sole Voting Power 76,350,823.00
8	Shared Voting Power 0.00
9	Sole Dispositive Power 76,350,823.00
10	Shared Dispositive Power 0.00

11

Aggregate amount beneficially owned by each reporting person

76,350,823.00

12

Check if the aggregate amount in Row (11) excludes certain shares (See Instructions)

13

Percent of class represented by amount in Row (11)

39.9 %

14

Type of Reporting Person (See Instructions)

CO

Comment for Type of Reporting Person:

Row 7, 9, and 11. Includes (i) 15,000,000 shares of Class A Common Stock, par value $0.0001 per share ("Class A Common Stock") owned by the Reporting Person and (ii) 61,350,823 shares of Class A Common Stock that may be acquired by the Reporting Person upon the exchange of 61,350,823 common units ("OpCo Units") in Symbotic Holdings LLC, a wholly-owned subsidiary of the Issuer. Incident to its ownership of OpCo Units, the Reporting Person also owns 61,350,823 shares of the Issuer's Class V-1 common stock, par value $0.0001 ("Class V-1 Common Stock"), which carry one vote per share but confer no economic interest in the Issuer. Upon an exchange of OpCo Units for Class A Common Stock, an equal number of shares of Class V-1 Common Stock would be cancelled. Row 13. The percentage used herein and in the rest of this Schedule 13D is calculated based upon 129,873,381 shares of the Issuer's Class A Common Stock outstanding as of August 3, 2026, as disclosed in the Issuer's Quarterly Report on Form 10-Q filed with the Securities and Exchange Commission on August 5, 2026, and after giving effect to the exchange of all 61,350,823 OpCo Units held by the Reporting Person into an equal number of shares of Class A Common Stock. On a fully diluted basis (including all of the outstanding shares of the Issuer's Class A Common Stock, the 71,369,131 outstanding shares of Class V-1 Common Stock and the 403,559,196 outstanding shares of the Issuer's Class V-3 common stock, par value $0.0001 per share), the Reporting Person beneficially owns approximately 12.6% of the Issuer's total common stock outstanding, and approximately 5.4% of the aggregate voting power of the Issuer's securities.

SCHEDULE 13D

Item 1.	Security and Issuer
(a)	Title of Class of Securities: Class A Common Stock, par value $0.0001 per share
(b)	Name of Issuer: Symbotic Inc.
(c)	Address of Issuer's Principal Executive Offices: 200 RESEARCH DRIVE, WILMINGTON, MASSACHUSETTS , 01887.
Item 1 Comment: This Amendment No. 4 (this "Amendment") amends and supplements the information in the Schedule 13D relating to the Class A common stock, $0.0001 par value per share (the "Class A Common Stock"), of Symbotic Inc., a Delaware corporation (the "Issuer"), filed by the Reporting Person on June 21, 2022, as amended by Amendment No. 1 to Schedule 13D filed by the Reporting Person on July 21, 2022, Amendment No. 2 to Schedule 13D filed by the Reporting Person on December 14, 2023 and Amendment No. 3 to the Schedule 13D filed by the Reporting Person on January 17, 2025 (collectively, the "Schedule 13D"). Unless otherwise indicated, each capitalized term used but not defined in this Amendment shall have the meaning assigned to such term in the Schedule 13D. The Reporting Person's equity holdings in the Issuer have not changed since the Amendment No. 2 to Schedule 13D filed on December 14, 2023, but this Amendment is being filed to reflect certain updates to Items 2, 5 and 7 of the Schedule 13D and to reflect changes in the percentage of the Class A Common Stock owned by the Reporting Person as a result of changes in the amount of Class A Common Stock outstanding.
Item 2.	Identity and Background
(a)	The second and third paragraphs of Item 2 of the Schedule 13D are hereby amended and restated as follows: Schedule I attached hereto lists the executive officers and directors of the Reporting Person (the "Related Parties") and their respective principal occupation, address and citizenship. See Exhibit 99.1.
(b)	The second and third paragraphs of Item 2 of the Schedule 13D are hereby amended and restated as follows: Schedule I attached hereto lists the executive officers and directors of the Reporting Person (the "Related Parties") and their respective principal occupation, address and citizenship. See Exhibit 99.1.
(c)	The second and third paragraphs of Item 2 of the Schedule 13D are hereby amended and restated as follows: Schedule I attached hereto lists the executive officers and directors of the Reporting Person (the "Related Parties") and their respective principal occupation, address and citizenship. See Exhibit 99.1.
(d)	During the last five years, the Reporting Person has not, and, to the Reporting Person's knowledge, none of the Related Parties has, (i) been convicted in a criminal proceeding of the type specified in Item 2(d) of Schedule 13D, or (ii) been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.
(e)	During the last five years, the Reporting Person has not, and, to the Reporting Person's knowledge, none of the Related Parties has, (i) been convicted in a criminal proceeding of the type specified in Item 2(d) of Schedule 13D, or (ii) been a party to a civil proceeding of a judicial or administrative body of competent jurisdiction and as a result of such proceeding was or is subject to a judgment, decree or final order enjoining future violations of, or prohibiting or mandating activities subject to, federal or state securities laws or finding any violation with respect to such laws.
(f)	The response set forth in Item 2(f) of the Schedule 13D is hereby amended and restated by deleting Schedule I in its entirety and replacing it with the information listed on Schedule I attached hereto.
Item 5.	Interest in Securities of the Issuer
(a)	The information set forth on the cover page of this Schedule 13D is incorporated herein.
(b)	The information set forth on the cover page of this Schedule 13D is incorporated herein.
(c)	The Reporting Persons have not effected any transactions in the Class A Common Stock during the past 60 days.
(d)	None.
(e)	Not applicable.
Item 7.	Material to be Filed as Exhibits.
	99.1 Schedule I to Schedule 13D

SIGNATURE

After reasonable inquiry and to the best of my knowledge and belief, I certify that the information set forth in this statement is true, complete and correct.

Walmart Inc.

Signature:	/s/ Joseph M. Ruschell
Name/Title:	Joseph M. Ruschell, Senior Vice President and Chief Counsel, Office of the Corporate Secretary
Date:	08/07/2026