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	–	Sell	-401,500	Closed	-$44.7M	–	2254
2025 Q4	$44.7M	Buy	401,500 +385,400	+2,394%	+$41.4M	0.23%	78
2025 Q3	$1.66M	Sell	16,100 -48,900	-75%	-$4.87M	0.01%	714
2025 Q2	$6.36M	Buy	+65,000	New	+$6.19M	0.05%	242
2025 Q1	–	Sell	-315,000	Closed	-$28.5M	–	2048
2024 Q4	$28.5M	Buy	315,000 +49,500	+19%	+$4.3M	0.17%	94
2024 Q3	$21.4M	Buy	265,500 +200,500	+308%	+$14.7M	0.15%	87
2024 Q2	$4.4M	Sell	65,000 -385,400	-86%	-$24.3M	0.05%	334
2024 Q1	$27.1M	Buy	450,400 +390,400	+651%	+$22.3M	0.25%	63
2023 Q4	$3.15M	Buy	+60,000	New	+$3.17M	0.02%	541
2023 Q3	–	Sell	-281,400	Closed	-$14.7M	–	2034
2023 Q2	$14.7M	Sell	281,400 -46,800	-14%	-$2.36M	0.13%	141
2023 Q1	$16.1M	Sell	328,200 -715,800	-69%	-$34M	0.13%	131
2022 Q4	$49.3M	Buy	+1,044,000	New	+$49.6M	0.34%	41

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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.