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Jaffetilchin Investment Partners’s Walmart Inc WMT Stock Holding History

Jaffetilchin Investment Partners’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$6.75M Sell
54,328
-1,046
-2% -$128K 0.4% 49
2025
Q4 		$6.17M Buy
55,374
+865
+2% +$92.9K 0.36% 46
2025
Q3 		$5.62M Buy
54,509
+1,548
+3% +$154K 0.34% 51
2025
Q2 		$5.18M Buy
52,961
+13,039
+33% +$1.24M 0.34% 50
2025
Q1 		$3.5M Buy
39,922
+5,142
+15% +$482K 0.25% 67
2024
Q4 		$3.14M Buy
34,780
+2,093
+6% +$182K 0.23% 72
2024
Q3 		$2.64M Buy
32,687
+1,210
+4% +$88.9K 0.2% 78
2024
Q2 		$2.13M Sell
31,477
-392
-1% -$24.7K 0.18% 81
2024
Q1 		$1.92M Buy
31,869
+111
+0.3% +$6.35K 0.17% 89
2023
Q4 		$1.67M Sell
31,758
-3,087
-9% -$163K 0.16% 94
2023
Q3 		$1.86M Buy
34,845
+249
+0.7% +$13.3K 0.2% 77
2023
Q2 		$1.81M Buy
34,596
+1,158
+3% +$58.4K 0.19% 82
2023
Q1 		$1.64M Buy
33,438
+651
+2% +$30.9K 0.19% 95
2022
Q4 		$1.55M Buy
32,787
+606
+2% +$28.8K 0.19% 95
2022
Q3 		$1.39M Buy
32,181
+3,498
+12% +$153K 0.18% 81
2022
Q2 		$1.16M Buy
28,683
+1,752
+7% +$80.8K 0.14% 107
2022
Q1 		$1.32M Buy
26,931
+429
+2% +$20.1K 0.16% 93
2021
Q4 		$1.28M Buy
26,502
+2,958
+13% +$141K 0.12% 118
2021
Q3 		$1.09M Sell
23,544
-21,186
-47% -$1.02M 0.12% 123
2021
Q2 		$2.13M Buy
44,730
+17,283
+63% +$805K 0.15% 112
2021
Q1 		$1.24M Buy
27,447
+3,696
+16% +$171K 0.15% 118
2020
Q4 		$1.14M Buy
23,751
+1,014
+4% +$49.2K 0.16% 99
2020
Q3 		$1.06M Buy
22,737
+11,100
+95% +$494K 0.2% 70
2020
Q2 		$465K Buy
11,637
+4,134
+55% +$170K 0.1% 121
2020
Q1 		$284K Sell
7,503
-1,053
-12% -$40.5K 0.1% 126
2019
Q4 		$339K Sell
8,556
-168
-2% -$6.67K 0.07% 155
2019
Q3 		$345K Sell
8,724
-4,395
-34% -$166K 0.08% 153
2019
Q2 		$483K Buy
13,119
+1,512
+13% +$52.1K 0.11% 129
2019
Q1 		$377K Buy
11,607
+357
+3% +$11.6K 0.08% 185
2018
Q4 		$349K Buy
11,250
+1,659
+17% +$53.2K 0.09% 164
2018
Q3 		$300K Buy
+9,591
New +$293K 0.06% 232
2018
Q2 		– Sell
-28,806
Closed -$854K – 372
2018
Q1 		$854K Buy
28,806
+8,946
+45% +$288K 0.19% 87
2017
Q4 		$654K Buy
19,860
+312
+2% +$9.55K 0.22% 90
2017
Q3 		$509K Buy
+19,548
New +$513K 0.12% 155
2016
Q2 		– Sell
-25,944
Closed -$592K – 252
2016
Q1 		$592K Buy
25,944
+5,067
+24% +$111K 0.19% 67
2015
Q4 		$427K Buy
+20,877
New +$419K 0.14% 111
2013
Q3 		– Sell
-15,633
Closed -$388K – 204
2013
Q2 		$388K Buy
+15,633
New +$401K 0.27% 105

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Jaffetilchin Investment Partners's WMT Position: Q1 2026 in Review

Jaffetilchin Investment Partners reduced its Walmart Inc (WMT) stake by 1.9% in Q1 2026, selling an estimated $128K and leaving 54,328 shares worth $6.75M. The position accounts for 0.4% of the portfolio, ranked #49.

Jaffetilchin Investment Partners first reported a position in WMT in Q2 2013 and has held it in 37 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Jaffetilchin Investment Partners held 54,328 shares of Walmart Inc worth $6.75M as of Q1 2026.
  • Jaffetilchin Investment Partners sold 1,046 Walmart Inc shares in Q1 2026, an estimated $128K.
  • Walmart Inc made up 0.4% of Jaffetilchin Investment Partners's portfolio in Q1 2026, its #49 holding.
  • Jaffetilchin Investment Partners first reported a position in Walmart Inc in Q2 2013 and has held it in 37 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Jaffetilchin Investment Partners's 13F filing for Q1 2026, filed 13 May 2026.