L.J. Altfest & Co’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $2.02M | Buy |
17,822
+240
| +1% | +$29.8K | 0.2% | 83 |
|
|
2026
Q1 | $2.19M | Sell |
17,582
-2,028
| -10% | -$249K | 0.23% | 79 |
|
|
2025
Q4 | $2.18M | Sell |
19,610
-456
| -2% | -$49K | 0.24% | 77 |
|
|
2025
Q3 | $2.07M | Buy |
20,066
+127
| +0.6% | +$12.6K | 0.23% | 74 |
|
|
2025
Q2 | $1.95M | Sell |
19,939
-87
| -0.4% | -$8.29K | 0.23% | 80 |
|
|
2025
Q1 | $1.76M | Sell |
20,026
-32
| -0.2% | -$3K | 0.22% | 78 |
|
|
2024
Q4 | $1.81M | Sell |
20,058
-841
| -4% | -$73K | 0.23% | 77 |
|
|
2024
Q3 | $1.69M | Sell |
20,899
-96
| -0.5% | -$7.05K | 0.22% | 80 |
|
|
2024
Q2 | $1.42M | Sell |
20,995
-96
| -0.5% | -$6.04K | 0.19% | 84 |
|
|
2024
Q1 | $1.27M | Sell |
21,091
-1,211
| -5% | -$69.3K | 0.18% | 95 |
|
|
2023
Q4 | $1.17M | Sell |
22,302
-429
| -2% | -$22.7K | 0.17% | 105 |
|
|
2023
Q3 | $1.21M | Sell |
22,731
-144
| -0.6% | -$7.66K | 0.19% | 90 |
|
|
2023
Q2 | $1.2M | Buy |
22,875
+120
| +0.5% | +$6.05K | 0.18% | 86 |
|
|
2023
Q1 | $1.12M | Sell |
22,755
-699
| -3% | -$33.2K | 0.18% | 86 |
|
|
2022
Q4 | $1.11M | Sell |
23,454
-1,374
| -6% | -$65.3K | 0.18% | 86 |
|
|
2022
Q3 | $1.07M | Buy |
24,828
+81
| +0.3% | +$3.55K | 0.2% | 71 |
|
|
2022
Q2 | $1M | Sell |
24,747
-6
| -0% | -$277 | 0.18% | 89 |
|
|
2022
Q1 | $1.23M | Buy |
24,753
+177
| +0.7% | +$8.31K | 0.22% | 73 |
|
|
2021
Q4 | $1.19M | Sell |
24,576
-1,197
| -5% | -$57.1K | 0.23% | 87 |
|
|
2021
Q3 | $1.2M | Sell |
25,773
-69
| -0.3% | -$3.32K | 0.25% | 73 |
|
|
2021
Q2 | $1.22M | Sell |
25,842
-11,757
| -31% | -$548K | 0.26% | 68 |
|
|
2021
Q1 | $1.7M | Buy |
37,599
+10,449
| +38% | +$484K | 0.4% | 48 |
|
|
2020
Q4 | $1.3M | Buy |
27,150
+2,559
| +10% | +$124K | 0.32% | 56 |
|
|
2020
Q3 | $1.15M | Sell |
24,591
-5,355
| -18% | -$238K | 0.3% | 55 |
|
|
2020
Q2 | $1.2M | Buy |
29,946
+5,781
| +24% | +$238K | 0.34% | 48 |
|
|
2020
Q1 | $915K | Sell |
24,165
-102
| -0.4% | -$3.92K | 0.29% | 61 |
|
|
2019
Q4 | $961K | Sell |
24,267
-2,106
| -8% | -$83.6K | 0.24% | 65 |
|
|
2019
Q3 | $1.04M | Sell |
26,373
-1,800
| -6% | -$67.9K | 0.27% | 57 |
|
|
2019
Q2 | $1.04M | Sell |
28,173
-981
| -3% | -$33.8K | 0.28% | 61 |
|
|
2019
Q1 | $948K | Sell |
29,154
-1,455
| -5% | -$47.2K | 0.23% | 65 |
|
|
2018
Q4 | $950K | Sell |
30,609
-1,605
| -5% | -$51.5K | 0.27% | 55 |
|
|
2018
Q3 | $1.01M | Sell |
32,214
-195
| -0.6% | -$5.96K | 0.29% | 63 |
|
|
2018
Q2 | $925K | Sell |
32,409
-675
| -2% | -$19.2K | 0.34% | 62 |
|
|
2018
Q1 | $981K | Sell |
33,084
-17,586
| -35% | -$566K | 0.42% | 55 |
|
|
2017
Q4 | $1.67M | Buy |
50,670
+348
| +0.7% | +$10.6K | 0.63% | 36 |
|
|
2017
Q3 | $1.31M | Sell |
50,322
-1,074
| -2% | -$28.2K | 0.64% | 41 |
|
|
2017
Q2 | $1.3M | Sell |
51,396
-17,472
| -25% | -$444K | 0.78% | 42 |
|
|
2017
Q1 | $1.66M | Buy |
68,868
+40,038
| +139% | +$921K | 0.66% | 37 |
|
|
2016
Q4 | $664K | Sell |
28,830
-39
| -0.1% | -$910 | 0.33% | 69 |
|
|
2016
Q3 | $694K | Sell |
28,869
-639
| -2% | -$15.5K | 0.46% | 63 |
|
|
2016
Q2 | $718K | Sell |
29,508
-47,028
| -61% | -$1.09M | 0.5% | 63 |
|
|
2016
Q1 | $1.75M | Sell |
76,536
-339
| -0.4% | -$7.43K | 1.8% | 19 |
|
|
2015
Q4 | $1.57M | Sell |
76,875
-1,581
| -2% | -$31.7K | 1.54% | 23 |
|
|
2015
Q3 | $1.7M | Buy |
78,456
+174
| +0.2% | +$3.99K | 1.67% | 14 |
|
|
2015
Q2 | $1.85M | Sell |
78,282
-564
| -0.7% | -$14.4K | 1.7% | 15 |
|
|
2015
Q1 | $2.16M | Buy |
78,846
+10,419
| +15% | +$296K | 2.01% | 13 |
|
|
2014
Q4 | $1.96M | Buy |
68,427
+312
| +0.5% | +$8.43K | 1.6% | 16 |
|
|
2014
Q3 | $1.76M | Sell |
68,115
-132
| -0.2% | -$3.33K | 1.73% | 19 |
|
|
2014
Q2 | $1.73M | Sell |
68,247
-1,077
| -2% | -$27.7K | 1.7% | 16 |
|
|
2014
Q1 | $1.77M | Sell |
69,324
-774
| -1% | -$19.4K | 1.64% | 12 |
|
|
2013
Q4 | $1.84M | Buy |
+70,098
| New | +$1.81M | 1.57% | 15 |
|
Other funds holding WMT
L.J. Altfest & Co's WMT Position: Q2 2026 in Review
L.J. Altfest & Co increased its Walmart Inc (WMT) stake by 1.4% in Q2 2026, buying an estimated $29.8K and bringing the position to 17,822 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #83.
L.J. Altfest & Co first reported a position in WMT in Q4 2013 and has held it in 51 quarters since. The position peaked at $2.19M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- L.J. Altfest & Co held 17,822 shares of Walmart Inc worth $2.02M as of Q2 2026.
- L.J. Altfest & Co bought 240 Walmart Inc shares in Q2 2026, an estimated $29.8K.
- Walmart Inc made up 0.2% of L.J. Altfest & Co's portfolio in Q2 2026, its #83 holding.
- L.J. Altfest & Co first reported a position in Walmart Inc in Q4 2013 and has held it in 51 quarters since.
- L.J. Altfest & Co's Walmart Inc position peaked at $2.19M in Q1 2026.
- 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on L.J. Altfest & Co's 13F filing for Q2 2026, filed 30 Jul 2026.