David Katz - Matrix Asset Advisors
Period:    Q1 2026
Portfolio date:    31 Mar 2026
No. of stocks:    105
Portfolio value:    $1,090,209,468
Holdings Activity Buys Sells    History
Holding/activity history for  Walmart Inc. (WMT)
← All WMT superinvestors
Period Shares % of Portfolio Activity % Change to Portfolio Price Value Filing
2026   Q1 3,191 0.04 Reduce 14.13% <0.01 $118.02–134.69 · VW $128.21i $396,585 SEC
2025   Q4 3,716 0.04 Reduce 0.40% <0.01 $98.88–121.62 · VW $113.21i $414,006 SEC
2025   Q3 3,731 0.04 Reduce 13.55% <0.01 $95.42–109.58 · VW $102.06i $384,523 SEC
2025   Q2 4,316 0.04 Add 1.77% <0.01 $91.89–100.89 · VW $96.92i $422,024 SEC
2025   Q1 4,241 0.04 Reduce 12.39% <0.01 $79.81–105.30 · VW $94.12i $372,323 SEC
2024   Q4 4,841 0.05 $90.35 $437,384 SEC
2024   Q3 4,841 0.04 $80.75 $390,911 SEC
2024   Q2 4,841 0.04 $67.75 $328,000 SEC
2024   Q1 4,841 0.03 Reduce 5.91% <0.01 $55.06–61.66 · VW $58.69i $291,283 SEC
2023   Q4 5,145 0.03 $52.55 $270,370 SEC
2023   Q3 5,145 0.04 $53.31 $274,280 SEC
2023   Q2 5,145 0.04 Reduce 5.51% <0.01 $48.34–53.65 · VW $51.76i $269,564 SEC
2023   Q1 5,445 0.04 Reduce 3.82% <0.01 $45.36–51.25 · VW $48.98i $267,622 SEC
2022   Q4 5,661 0.04 Add 5.77% <0.01 $46.06–51.55 · VW $48.52i $267,558 SEC
2022   Q3 5,352 0.04 $43.16 $231,000 SEC
2022   Q2 5,352 0.03 $40.55 $217,000 SEC
2022   Q1 5,352 0.04 $49.70 $266,000 SEC
2021   Q4 5,352 0.03 $48.21 $258,000 SEC
2021   Q3 5,352 0.04 Add 0.06% $44.90–50.86 · VW $48.52i $249,000 SEC
2021   Q2 5,349 0.04 $46.92 $251,000 SEC
2021   Q1 5,349 0.04 $45.24 $242,000 SEC
2020   Q4 5,349 0.04 $48.05 $257,000 SEC
2020   Q3 5,349 0.05 Add 1.89% <0.01 $42.76–50.44 · VW $46.48i $249,000 SEC
2020   Q2 5,250 0.04 Buy 0.04 $39.00–44.71 · VW $42.28i $210,000 SEC
2020   Q1 0 0.00 Sell 100.00% 0.04 $34.00–44.46 · VW $39.66i SEC
2019   Q4 6,000 0.04 Reduce 13.04% <0.01 $37.56–41.79 · VW $39.17i $238,000 SEC
2019   Q3 6,900 0.05 Reduce 34.29% 0.02 $34.95–40.24 · VW $38.09i $273,000 SEC
2019   Q2 10,500 0.07 $36.86 $387,000 SEC
2019   Q1 10,500 0.06 $32.48 $341,000 SEC
2018   Q4 10,500 0.06 $31.05 $326,000 SEC
2018   Q3 10,500 0.05 Reduce 4.11% <0.01 $29.21–34.20 · VW $32.28i $329,000 SEC
2018   Q2 10,950 0.05 $28.58 $313,000 SEC
2018   Q1 10,950 0.05 Reduce 6.41% <0.01 $28.28–35.52 · VW $31.10i $325,000 SEC
2017   Q4 11,700 0.06 Reduce 6.02% <0.01 $29.00–36.66 · VW $33.73i $385,000 SEC
2017   Q3 12,450 0.05 Reduce 7.78% <0.01 $25.83–29.70 · VW $28.21i $324,000 SEC
2017   Q2 13,500 0.06 Reduce 10.36% <0.01 $24.38–26.82 · VW $25.95i $341,000 SEC
2017   Q1 15,060 0.06 Reduce 4.92% <0.01 $22.01–25.26 · VW $24.11i $362,000 SEC
2016   Q4 15,840 0.06 $23.04 $365,000 SEC
2016   Q3 15,840 0.07 Reduce 1.86% <0.01 $22.36–25.06 · VW $23.59i $381,000 SEC
2016   Q2 16,140 0.08 Reduce 2.27% <0.01 $20.91–24.78 · VW $23.34i $393,000 SEC
2016   Q1 16,515 0.07 $22.83 $377,000 SEC
2015   Q4 16,515 0.07 $20.41 $337,000 SEC
2015   Q3 16,515 0.05 Reduce 2.82% <0.01 $19.05–24.56 · VW $20.90i $357,000 SEC
2015   Q2 16,995 0.05 $23.65 $402,000 SEC
2015   Q1 16,995 0.05 Reduce 5.58% <0.01 $25.85–29.33 · VW $27.07i $466,000 SEC
2014   Q4 18,000 0.06 $28.61 $515,000 SEC
2014   Q3 18,000 0.05 Reduce 1.15% <0.01 $24.20–26.46 · VW $25.36i $459,000 SEC
2014   Q2 18,210 0.05 $25.04 $456,000 SEC
2014   Q1 18,210 0.06 $25.48 $464,000 SEC
2013   Q4 18,210 0.06 $26.25 $478,000 SEC
2013   Q3 18,210 0.06 $24.66 $449,000 SEC
2013   Q2 18,210 0.06 $24.82 $452,000 SEC
2013   Q1 18,210 0.07 $24.93 $454,000 SEC
2012   Q4 18,210 0.07 $22.73 $414,000 SEC
2012   Q3 18,210 0.07 Reduce 5.30% <0.01 $23.78–25.87 · VW $24.89i $448,000 SEC
2012   Q2 19,230 0.06 $23.24 $447,000 SEC
2012   Q1 19,230 0.05 Reduce 7.24% <0.01 $19.06–20.88 · VW $19.86i $392,000 SEC
2011   Q4 20,730 0.06 Reduce 0.01% $18.56–20.67 · VW $19.89i $413,000 SEC
2011   Q3 20,733 0.05 Reduce 1.03% <0.01 $16.10–19.32 · VW $18.11i $359,000 SEC
2011   Q2 20,949 0.04 Reduce 3.83% <0.01 $17.26–18.82 · VW $17.89i $371,000 SEC
2011   Q1 21,783 0.04 Reduce 3.97% <0.01 $16.99–18.91 · VW $18.08i $378,000 SEC
2010   Q4 22,683 0.05 $17.99 $408,000 SEC
2010   Q3 22,683 0.06 $17.85 $405,000 SEC
2010   Q2 22,683 0.05 Reduce 97.75% 2.08 $15.92–18.32 · VW $17.10i $363,000 SEC
2010   Q1 1,006,755 2.13 Reduce 9.25% 0.20 $17.55–18.76 · VW $18.06i $18,659,000 SEC
2009   Q4 1,109,430 2.14 Add 1.23% 0.03 $16.51–18.40 · VW $17.57i $19,766,000 SEC
2009   Q3 1,095,975 2.03 Add 1.16% 0.02 $16.24–17.52 · VW $16.77i $17,934,000 SEC
2009   Q2 1,083,390 2.35 Add 5.05% 0.11 $15.78–17.25 · VW $16.55i $17,493,000 SEC
2009   Q1 1,031,301 2.81 Reduce 11.15% 0.32 $15.42–18.19 · VW $16.80i $17,910,000 SEC
2008   Q4 1,160,736 2.84 Reduce 35.82% 1.27 $15.64–19.74 · VW $17.03i $21,690,000 SEC
2008   Q3 1,808,535 3.55 Buy 3.55 $15.80–21.28 · VW $18.56i $36,104,000 SEC
2008   Q2 0 0.00 Sell 100.00% 4.15 $18.35–19.98 · VW $19.29i SEC
2008   Q1 2,876,184 4.15 Reduce 17.84% 0.72 $15.95–19.68 · VW $18.32i $50,506,000 SEC
2007   Q4 3,500,652 4.03 Reduce 11.71% 0.45 $14.17–17.10 · VW $16.06i $55,462,000 SEC
2007   Q3 3,965,067 3.81 Add 9.80% 0.34 $14.03–16.14 · VW $15.08i $57,692,000 SEC
2007   Q2 3,611,064 3.73 Add 10.21% 0.35 $15.24–17.15 · VW $15.90i $57,909,000 SEC
2007   Q1 3,276,636 3.68 Add 1.89% 0.07 $15.02–16.81 · VW $15.93i $51,279,000 SEC
2006   Q4 3,215,916 3.43 Add 6.34% 0.20 $14.93–16.57 · VW $15.80i $49,504,000 SEC
2006   Q3 3,024,117 3.66 Reduce 6.35% 0.24 $14.49–17.38 · VW $16.10i $49,716,000 SEC
2006   Q2 3,229,062 3.76 Reduce 7.32% 0.27 $14.10–16.67 · VW $15.20i $51,848,000 SEC
2006   Q1 3,484,278 3.63 Reduce 0.96% 0.03 $14.84–16.29 · VW $15.38i $54,866,000 SEC
2005   Q4 3,518,073 3.52 Reduce 0.67% 0.02 $14.85–16.96 · VW $15.72i $54,882,000 SEC
2005   Q3 3,541,629 3.22 Add 18.52% 0.50 $14.10–16.62 · VW $15.50i $51,731,000 SEC
2005   Q2 2,988,288 2.70 Add 16.15% 0.38 $15.53–16.90 · VW $16.29i $48,012,000 SEC
2005   Q1 2,572,746 2.31 Add 3531.21% 2.24 $15.40–17.91 · VW $16.34i $42,973,000 SEC
2004   Q4 70,851 0.09 Add 133.02% 0.05 $17.33–19.30 · VW $18.03i $1,247,000 SEC
2004   Q3 30,405 0.04 Add 0.60% <0.01 $17.03–18.32 · VW $17.77i $539,000 SEC
2004   Q2 30,225 0.04 Add 5.72% <0.01 $17.17–19.28 · VW $18.04i $532,000 SEC
2004   Q1 28,590 0.05 Reduce 6.24% <0.01 $18.05–20.44 · VW $19.16i $569,000 SEC
2003   Q4 30,492 0.06 Add 2.41% <0.01 $16.83–19.98 · VW $18.25i $539,000 SEC
2003   Q3 29,775 0.08 Add 1.28% <0.01 $18.26–20.07 · VW $19.33i $554,000 SEC
2003   Q2 29,400 0.08 Reduce 4.69% <0.01 $17.21–19.23 · VW $18.36i $526,000 SEC
2003   Q1 30,846 0.11 Reduce 6.37% <0.01 $15.42–19.17 · VW $17.79i $535,000 SEC
2002   Q4 32,946 0.09 $16.85 $555,000 SEC
2002   Q3 32,946 0.11 Reduce 39.71% 0.07 $15.06–19.34 · VW $17.42i $541,000 SEC
2002   Q2 54,645 0.17 Add 63.95% 0.07 $14.57–19.77 · VW $16.91i $1,002,000 SEC
2002   Q1 33,330 0.11 Reduce 22.74% 0.03 $18.49–21.31 · VW $19.47i $681,000 SEC
2001   Q4 43,140 0.14 Add 207.26% 0.09 $16.95–19.99 · VW $18.98i $828,000 SEC
2001   Q3 14,040 0.05 Buy 0.05 $14.00–18.92 · VW $16.69i $232,000 SEC
2000   Q1 0 0.00 Sell 100.00% 0.19 $14.48–21.65 · VW $18.19i SEC
1999   Q4 25,170 0.19 Reduce 3.45% <0.01 $17.83–23.42 · VW $19.83i $580,000 SEC
1999   Q3 26,070 0.15 $15.84 $413,000 SEC
1999   Q2 26,070 0.14 Reduce 4.30% <0.01 $13.67–17.00 · VW $14.92i $419,000 SEC
1999   Q1 27,240 0.17 $15.38 $419,000 SEC
Price snapshot:
Current price$114.78
Avg. buy price$41.51
+/- since buy176.51%
52-week low$93.45
52-week high$135.16