JFG
WMT icon

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
Q2 		– Sell
-342,900
Closed -$42.6M – 2085
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Jefferies Financial Group's WMT Position: Q2 2026 in Review

Jefferies Financial Group reduced its Walmart Inc (WMT) stake by 70% in Q2 2026, selling an estimated $54.9M and leaving 189,107 shares worth $21.4M. The position accounts for 0.14% of the portfolio, ranked #139.

Jefferies Financial Group first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $78.5M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Jefferies Financial Group held 189,107 shares of Walmart Inc worth $21.4M as of Q2 2026.
  • Jefferies Financial Group sold 442,160 Walmart Inc shares in Q2 2026, an estimated $54.9M.
  • Walmart Inc made up 0.14% of Jefferies Financial Group's portfolio in Q2 2026, its #139 holding.
  • Jefferies Financial Group first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Jefferies Financial Group's Walmart Inc position peaked at $78.5M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Jefferies Financial Group's 13F filing for Q2 2026, filed 17 Aug 2026.