Jeff Auxier’s WMT Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+303,105 shares
Current Position
142,206 shares
$14.66 M value

Jeff Auxier's WMT Position Overview

Jeff Auxier (via Auxier Asset Management LLC) currently holds 142.2K shares of Walmart Inc. (WMT) worth $14.66 M, representing 2.05% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Jeff Auxier has maintained a long-term strategic position in WMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q1 2014, adding 17.7K shares. Largest reduction occurred in Q2 2017, reducing 69.3K shares.

Analysis based on 13F filings available since 2013 Q2

Jeff Auxier's Walmart (WMT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Walmart (WMT) Trades by Jeff Auxier

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +303,105 Add 0.00% 303,102 $24.83
Q3 2013 +300 Add 0.10% 303,402 $24.65
Q1 2014 +17,700 Add 5.83% 321,102 $25.48
Q2 2014 -3,600 Reduce 1.12% 317,502 $25.02
Q3 2014 -9,825 Reduce 3.09% 307,677 $25.49
Q4 2014 -675 Reduce 0.22% 307,002 $28.63
Q1 2015 -6,576 Reduce 2.14% 300,426 $27.42
Q2 2015 -26,250 Reduce 8.74% 274,176 $23.64
Q3 2015 +750 Add 0.27% 274,926 $21.61
Q4 2015 -900 Reduce 0.33% 274,026 $20.43
Q1 2016 -900 Reduce 0.33% 273,126 $22.83
Q2 2016 -225 Reduce 0.08% 272,901 $24.34
Q3 2016 -5,700 Reduce 2.09% 267,201 $24.04
Q4 2016 -10,650 Reduce 3.99% 256,551 $23.04
Q1 2017 +2,025 Add 0.79% 258,576 $24.03
Q2 2017 -69,300 Reduce 26.80% 189,276 $25.23
Q3 2017 -1,575 Reduce 0.83% 187,701 $26.05
Q1 2018 -525 Reduce 0.28% 187,176 $29.66
Q2 2018 -3,750 Reduce 2.00% 183,426 $28.55
Q3 2018 -3,750 Reduce 2.04% 179,676 $31.30
Q4 2018 -4,740 Reduce 2.64% 174,936 $31.05
Q1 2019 -13,650 Reduce 7.80% 161,286 $32.51
Q3 2019 +975 Add 0.60% 162,261 $39.56
Q4 2019 -1,425 Reduce 0.88% 160,836 $39.61
Q1 2020 -1,050 Reduce 0.65% 159,786 $37.88
Q2 2020 +1,290 Add 0.81% 161,076 $39.93
Q3 2020 -75 Reduce 0.05% 161,001 $46.64
Q4 2020 -390 Reduce 0.24% 160,611 $48.05
Q1 2021 -150 Reduce 0.09% 160,461 $45.28
Q2 2021 -2,850 Reduce 1.78% 157,611 $47.01
Q3 2021 -660 Reduce 0.42% 156,951 $46.46
Q4 2021 -915 Reduce 0.58% 156,036 $48.23
Q2 2022 -165 Reduce 0.11% 155,871 $40.53
Q3 2022 -675 Reduce 0.43% 155,196 $43.24
Q4 2022 -570 Reduce 0.37% 154,626 $47.26
Q1 2023 -711 Reduce 0.46% 153,915 $49.15
Q2 2023 -57 Reduce 0.04% 153,858 $52.39
Q3 2023 -2,199 Reduce 1.43% 151,659 $53.31
Q4 2023 -3,276 Reduce 2.16% 148,383 $52.55
Q1 2024 -585 Reduce 0.39% 147,798 $60.17
Q2 2024 -324 Reduce 0.22% 147,474 $67.71
Q3 2024 -26 Reduce 0.02% 147,448 $80.75
Q4 2024 -2,823 Reduce 1.91% 144,625 $90.35
Q1 2025 -394 Reduce 0.27% 144,231 $87.79
Q2 2025 -1,170 Reduce 0.81% 143,061 $97.78
Q3 2025 -855 Reduce 0.60% 142,206 $103.06

Jeff Auxier's Walmart Investment FAQs

Jeff Auxier first purchased Walmart Inc. (WMT) in Q2 2013, acquiring 303,102 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier has held Walmart Inc. (WMT) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's largest addition to Walmart Inc. (WMT) was in Q2 2013, adding 303,102 shares worth $7.53 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Jeff Auxier's firm, Auxier Asset Management LLC, owns 142,206 shares of Walmart Inc. (WMT), valued at approximately $14.66 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Walmart Inc. (WMT) represents approximately 2.05% of Jeff Auxier's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Jeff Auxier's peak holding in Walmart Inc. (WMT) was 321,102 shares, as reported at the end of Q1 2014. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.