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Shufro Rose & Co’s Walmart Inc WMT Stock Holding History

Shufro Rose & Co’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 		$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

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

Shufro Rose & Co's WMT Position: Q1 2026 in Review

Shufro Rose & Co reduced its Walmart Inc (WMT) stake by 0.31% in Q1 2026, selling an estimated $4.17K and leaving 10,947 shares worth $1.36M. The position accounts for 0.09% of the portfolio, ranked #103.

Shufro Rose & Co first reported a position in WMT in Q1 2019 and has held it in 29 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Shufro Rose & Co held 10,947 shares of Walmart Inc worth $1.36M as of Q1 2026.
  • Shufro Rose & Co sold 34 Walmart Inc shares in Q1 2026, an estimated $4.17K.
  • Walmart Inc made up 0.09% of Shufro Rose & Co's portfolio in Q1 2026, its #103 holding.
  • Shufro Rose & Co first reported a position in Walmart Inc in Q1 2019 and has held it in 29 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Shufro Rose & Co's 13F filing for Q1 2026, filed 15 May 2026.