Shufro Rose & 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 | $1.25M | Buy |
11,007
+60
| +0.5% | +$7.45K | 0.07% | 112 |
|
|
2026
Q1 | $1.36M | Sell |
10,947
-34
| -0.3% | -$4.17K | 0.09% | 103 |
|
|
2025
Q4 | $1.22M | Buy |
10,981
+1,234
| +13% | +$132K | 0.08% | 104 |
|
|
2025
Q3 | $856K | Hold |
9,747
| – | – | 0.07% | 123 |
|
|
2025
Q2 | $856K | Sell |
9,747
-1,600
| -14% | -$152K | 0.07% | 123 |
|
|
2025
Q1 | $996K | Sell |
11,347
-800
| -7% | -$75K | 0.08% | 119 |
|
|
2024
Q4 | $1.1M | Buy |
12,147
+1,440
| +13% | +$125K | 0.08% | 109 |
|
|
2024
Q3 | $725K | Hold |
10,707
| – | – | 0.06% | 138 |
|
|
2024
Q2 | $725K | Buy |
10,707
+810
| +8% | +$51K | 0.06% | 138 |
|
|
2024
Q1 | $595K | Hold |
9,897
| – | – | 0.05% | 149 |
|
|
2023
Q4 | $528K | Hold |
9,897
| – | – | 0.05% | 152 |
|
|
2023
Q3 | $528K | Hold |
9,897
| – | – | 0.05% | 151 |
|
|
2023
Q2 | $519K | Buy |
9,897
+600
| +6% | +$30.3K | 0.05% | 163 |
|
|
2023
Q1 | $457K | Sell |
9,297
-360
| -4% | -$17.1K | 0.04% | 180 |
|
|
2022
Q4 | $456K | Buy |
9,657
+240
| +3% | +$11.4K | 0.04% | 180 |
|
|
2022
Q3 | $407K | Buy |
9,417
+120
| +1% | +$5.26K | 0.04% | 184 |
|
|
2022
Q2 | $377K | Sell |
9,297
-288
| -3% | -$13.3K | 0.03% | 196 |
|
|
2022
Q1 | $476K | Sell |
9,585
-1,326
| -12% | -$62.3K | 0.04% | 189 |
|
|
2021
Q4 | $526K | Sell |
10,911
-900
| -8% | -$43K | 0.04% | 179 |
|
|
2021
Q3 | $549K | Buy |
11,811
+426
| +4% | +$20.5K | 0.04% | 161 |
|
|
2021
Q2 | $535K | Buy |
11,385
+126
| +1% | +$5.87K | 0.04% | 155 |
|
|
2021
Q1 | $510K | Buy |
11,259
+6
| +0.1% | +$278 | 0.04% | 159 |
|
|
2020
Q4 | $541K | Buy |
11,253
+1,950
| +21% | +$94.7K | 0.05% | 160 |
|
|
2020
Q3 | $434K | Buy |
9,303
+1,512
| +19% | +$67.2K | 0.04% | 171 |
|
|
2020
Q2 | $311K | Sell |
7,791
-1,785
| -19% | -$73.4K | 0.03% | 203 |
|
|
2020
Q1 | $363K | Sell |
9,576
-2,949
| -24% | -$113K | 0.04% | 178 |
|
|
2019
Q4 | $496K | Buy |
12,525
+1,644
| +15% | +$65.3K | 0.04% | 167 |
|
|
2019
Q3 | $430K | Sell |
10,881
-75
| -0.7% | -$2.83K | 0.04% | 172 |
|
|
2019
Q2 | $404K | Buy |
10,956
+75
| +0.7% | +$2.58K | 0.04% | 188 |
|
|
2019
Q1 | $354K | Buy |
+10,881
| New | +$353K | 0.04% | 198 |
|
Other funds holding WMT
Shufro Rose & Co's WMT Position: Q2 2026 in Review
Shufro Rose & Co increased its Walmart Inc (WMT) stake by 0.55% in Q2 2026, buying an estimated $7.45K and bringing the position to 11,007 shares worth $1.25M. The position accounts for 0.07% of the portfolio, ranked #112.
Shufro Rose & Co first reported a position in WMT in Q1 2019 and has held it in 30 quarters since. The position peaked at $1.36M in Q1 2026. 4,416 funds tracked by Wall St. Rank hold WMT as of Q2 2026.
- Shufro Rose & Co held 11,007 shares of Walmart Inc worth $1.25M as of Q2 2026.
- Shufro Rose & Co bought 60 Walmart Inc shares in Q2 2026, an estimated $7.45K.
- Walmart Inc made up 0.07% of Shufro Rose & Co's portfolio in Q2 2026, its #112 holding.
- Shufro Rose & Co first reported a position in Walmart Inc in Q1 2019 and has held it in 30 quarters since.
- Shufro Rose & Co's Walmart Inc position peaked at $1.36M in Q1 2026.
- 4,416 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.
Based on Shufro Rose & Co's 13F filing for Q2 2026, filed 12 Aug 2026.