Jefferies Financial Group
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Jefferies Financial Group’s Walmart Inc WMT Stock Holding History

Jefferies Financial Group’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
Q3 		$7.04M Sell
67,715
-121,392
-64% -$13.3M 0.05% 252
2026
Q2 		$21.4M Sell
189,107
-442,160
-70% -$54.9M 0.14% 139
2026
Q1 		$78.5M Buy
631,267
+127,028
+25% +$15.6M 0.54% 22
2025
Q4 		$56.2M Buy
504,239
+437,664
+657% +$47M 0.29% 59
2025
Q3 		$6.86M Sell
66,575
-172,250
-72% -$17.1M 0.03% 289
2025
Q2 		$23.4M Buy
238,825
+188,446
+374% +$18M 0.2% 95
2025
Q1 		$4.42M Sell
50,379
-216,818
-81% -$20.3M 0.04% 329
2024
Q4 		$24.1M Sell
267,197
-16,974
-6% -$1.47M 0.14% 105
2024
Q3 		$22.9M Sell
284,171
-193,473
-41% -$14.2M 0.16% 79
2024
Q2 		$32.3M Buy
477,644
+327,347
+218% +$20.6M 0.34% 47
2024
Q1 		$9.04M Sell
150,297
-4,314
-3% -$247K 0.08% 181
2023
Q4 		$8.12M Buy
154,611
+142,458
+1,172% +$7.54M 0.05% 273
2023
Q3 		$648K Sell
12,153
-588,423
-98% -$31.3M 0.01% 970
2023
Q2 		$31.5M Buy
600,576
+448,305
+294% +$22.6M 0.28% 59
2023
Q1 		$7.48M Sell
152,271
-13,932
-8% -$661K 0.06% 272
2022
Q4 		$7.86M Buy
+166,203
New +$7.89M 0.05% 273

Other funds holding WMT

Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return
Amundi
Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Nuveen
Nuveen Charlotte, North Carolina $420B AUM 34.97% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $313B AUM 26.62% 1-Year Est. Return

Jefferies Financial Group's WMT Position: Q3 2026 in Review

Jefferies Financial Group reduced its Walmart Inc (WMT) stake by 64% in Q3 2026, selling an estimated $13.3M and leaving 67,715 shares worth $7.04M. The position accounts for 0.05% of the portfolio, ranked #252.

Jefferies Financial Group first reported a position in WMT in Q4 2022 and has held it in 16 quarters since. The position peaked at $78.5M in Q1 2026. 3,070 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Jefferies Financial Group held 67,715 shares of Walmart Inc worth $7.04M as of Q3 2026.
  • Jefferies Financial Group sold 121,392 Walmart Inc shares in Q3 2026, an estimated $13.3M.
  • Walmart Inc made up 0.05% of Jefferies Financial Group's portfolio in Q3 2026, its #252 holding.
  • Jefferies Financial Group first reported a position in Walmart Inc in Q4 2022 and has held it in 16 quarters since.
  • Jefferies Financial Group's Walmart Inc position peaked at $78.5M in Q1 2026.
  • 3,070 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Jefferies Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.