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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
Q1 		$42.6M Buy
342,900
+149,700
+77% +$18.4M 0.29% 56
2025
Q4 		$21.5M Buy
193,200
+41,200
+27% +$4.42M 0.11% 182
2025
Q3 		$15.7M Sell
152,000
-264,100
-63% -$26.3M 0.07% 169
2025
Q2 		$40.7M Sell
416,100
-959,000
-70% -$91.4M 0.34% 58
2025
Q1 		$121M Sell
1,375,100
-539,600
-28% -$50.6M 1.07% 12
2024
Q4 		$173M Buy
1,914,700
+959,800
+101% +$83.3M 1.04% 14
2024
Q3 		$77.1M Buy
954,900
+98,700
+12% +$7.25M 0.55% 25
2024
Q2 		$58M Buy
856,200
+736,200
+614% +$46.4M 0.62% 23
2024
Q1 		$7.22M Sell
120,000
-644,700
-84% -$36.9M 0.07% 218
2023
Q4 		$40.2M Buy
+764,700
New +$40.5M 0.26% 54
2023
Q3 		– Sell
-286,800
Closed -$15M – 2033
2023
Q2 		$15M Sell
286,800
-13,200
-4% -$666K 0.13% 138
2023
Q1 		$14.7M Buy
300,000
+255,000
+567% +$12.1M 0.12% 145
2022
Q4 		$2.13M Buy
+45,000
New +$2.14M 0.01% 632

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

Jefferies Financial Group's WMT Position: Q1 2026 in Review

Jefferies Financial Group increased its Walmart Inc (WMT) stake by 25% in Q1 2026, buying an estimated $15.6M and bringing the position to 631,267 shares worth $78.5M. The position accounts for 0.54% of the portfolio, ranked #22.

Jefferies Financial Group first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Jefferies Financial Group held 631,267 shares of Walmart Inc worth $78.5M as of Q1 2026.
  • Jefferies Financial Group bought 127,028 Walmart Inc shares in Q1 2026, an estimated $15.6M.
  • Walmart Inc made up 0.54% of Jefferies Financial Group's portfolio in Q1 2026, its #22 holding.
  • Jefferies Financial Group first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Jefferies Financial Group's 13F filing for Q1 2026, filed 8 May 2026.