Jones Financial Companies’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $182M | Buy |
1,480,640
+613,027
| +71% | +$75.3M | 0.09% | 114 |
|
|
2025
Q4 | $96.7M | Buy |
867,613
+149,516
| +21% | +$16.1M | 0.06% | 105 |
|
|
2025
Q3 | $74.1M | Buy |
718,097
+130,160
| +22% | +$13M | 0.05% | 115 |
|
|
2025
Q2 | $57.2M | Buy |
587,937
+126,131
| +27% | +$12M | 0.04% | 123 |
|
|
2025
Q1 | $39.4M | Buy |
461,806
+133,134
| +41% | +$12.5M | 0.04% | 139 |
|
|
2024
Q4 | $29.7M | Buy |
328,672
+107,576
| +49% | +$9.34M | 0.03% | 132 |
|
|
2024
Q3 | $17.7M | Buy |
221,096
+109,806
| +99% | +$8.06M | 0.02% | 149 |
|
|
2024
Q2 | $7.54M | Buy |
111,290
+66,067
| +146% | +$4.16M | 0.01% | 174 |
|
|
2024
Q1 | $2.72M | Buy |
45,223
+5,668
| +14% | +$324K | ﹤0.01% | 178 |
|
|
2023
Q4 | $2.08M | Buy |
39,555
+1,422
| +4% | +$75.2K | ﹤0.01% | 168 |
|
|
2023
Q3 | $2.03M | Sell |
38,133
-21,405
| -36% | -$1.14M | ﹤0.01% | 158 |
|
|
2023
Q2 | $3.12M | Buy |
59,538
+21,645
| +57% | +$1.09M | 0.01% | 145 |
|
|
2023
Q1 | $1.86M | Buy |
37,893
+1,866
| +5% | +$88.6K | ﹤0.01% | 162 |
|
|
2022
Q4 | $1.7M | Sell |
36,027
-564
| -2% | -$26.8K | ﹤0.01% | 166 |
|
|
2022
Q3 | $1.58M | Buy |
36,591
+1,026
| +3% | +$44.9K | ﹤0.01% | 149 |
|
|
2022
Q2 | $1.44M | Sell |
35,565
-9,678
| -21% | -$446K | ﹤0.01% | 150 |
|
|
2022
Q1 | $2.25M | Sell |
45,243
-8,469
| -16% | -$398K | ﹤0.01% | 138 |
|
|
2021
Q4 | $2.59M | Buy |
53,712
+15,534
| +41% | +$742K | ﹤0.01% | 133 |
|
|
2021
Q3 | $1.77M | Sell |
38,178
-5,445
| -12% | -$262K | ﹤0.01% | 133 |
|
|
2021
Q2 | $2.05M | Sell |
43,623
-129,504
| -75% | -$6.03M | ﹤0.01% | 133 |
|
|
2021
Q1 | $7.84M | Buy |
173,127
+8,253
| +5% | +$382K | 0.01% | 104 |
|
|
2020
Q4 | $7.92M | Sell |
164,874
-3,627
| -2% | -$176K | 0.01% | 103 |
|
|
2020
Q3 | $7.86M | Buy |
168,501
+147,420
| +699% | +$6.55M | 0.02% | 97 |
|
|
2020
Q2 | $841K | Sell |
21,081
-2,655
| -11% | -$109K | ﹤0.01% | 145 |
|
|
2020
Q1 | $899K | Sell |
23,736
-18,591
| -44% | -$715K | ﹤0.01% | 144 |
|
|
2019
Q4 | $1.68M | Buy |
42,327
+16,551
| +64% | +$657K | ﹤0.01% | 132 |
|
|
2019
Q3 | $1.02M | Sell |
25,776
-2,580
| -9% | -$97.4K | ﹤0.01% | 146 |
|
|
2019
Q2 | $1.04M | Buy |
28,356
+9,360
| +49% | +$323K | ﹤0.01% | 143 |
|
|
2019
Q1 | $618K | Sell |
18,996
-5,907
| -24% | -$192K | ﹤0.01% | 158 |
|
|
2018
Q4 | $773K | Sell |
24,903
-6,279
| -20% | -$201K | ﹤0.01% | 149 |
|
|
2018
Q3 | $976K | Sell |
31,182
-1,041
| -3% | -$31.8K | ﹤0.01% | 147 |
|
|
2018
Q2 | $920K | Sell |
32,223
-3,816
| -11% | -$108K | ﹤0.01% | 147 |
|
|
2018
Q1 | $1.07M | Sell |
36,039
-9,927
| -22% | -$319K | ﹤0.01% | 141 |
|
|
2017
Q4 | $1.51M | Buy |
45,966
+8,280
| +22% | +$253K | ﹤0.01% | 140 |
|
|
2017
Q3 | $982K | Sell |
37,686
-1,347
| -3% | -$35.3K | ﹤0.01% | 148 |
|
|
2017
Q2 | $984K | Sell |
39,033
-7,638
| -16% | -$194K | ﹤0.01% | 148 |
|
|
2017
Q1 | $1.12M | Buy |
46,671
+1,095
| +2% | +$25.2K | ﹤0.01% | 142 |
|
|
2016
Q4 | $1.05M | Sell |
45,576
-17,991
| -28% | -$420K | ﹤0.01% | 143 |
|
|
2016
Q3 | $1.53M | Sell |
63,567
-6,627
| -9% | -$161K | 0.01% | 131 |
|
|
2016
Q2 | $1.71M | Sell |
70,194
-19,014
| -21% | -$440K | 0.01% | 131 |
|
|
2016
Q1 | $2.04M | Sell |
89,208
-20,205
| -18% | -$443K | 0.01% | 124 |
|
|
2015
Q4 | $2.23M | Sell |
109,413
-29,742
| -21% | -$597K | 0.01% | 121 |
|
|
2015
Q3 | $3.01M | Buy |
139,155
+29,109
| +26% | +$668K | 0.02% | 100 |
|
|
2015
Q2 | $2.6M | Sell |
110,046
-1,311
| -1% | -$33.4K | 0.02% | 112 |
|
|
2015
Q1 | $3.05M | Sell |
111,357
-19,431
| -15% | -$551K | 0.02% | 106 |
|
|
2014
Q4 | $3.74M | Sell |
130,788
-9,966
| -7% | -$269K | 0.03% | 88 |
|
|
2014
Q3 | $3.59M | Buy |
140,754
+456
| +0.3% | +$11.5K | 0.03% | 92 |
|
|
2014
Q2 | $3.51M | Sell |
140,298
-5,067
| -3% | -$130K | 0.03% | 93 |
|
|
2014
Q1 | $3.7M | Buy |
145,365
+6,978
| +5% | +$175K | 0.03% | 80 |
|
|
2013
Q4 | $3.63M | Buy |
138,387
+6,420
| +5% | +$166K | 0.03% | 84 |
|
|
2013
Q3 | $3.25M | Buy |
131,967
+7,230
| +6% | +$182K | 0.03% | 83 |
|
|
2013
Q2 | $3.1M | Buy |
+124,737
| New | +$3.2M | 0.03% | 82 |
|
Other funds holding WMT
VCM
VPM
Jones Financial Companies's WMT Position: Q1 2026 in Review
Jones Financial Companies increased its Walmart Inc (WMT) stake by 71% in Q1 2026, buying an estimated $75.3M and bringing the position to 1,480,640 shares worth $182M. The position accounts for 0.09% of the portfolio, ranked #114.
Jones Financial Companies first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Jones Financial Companies held 1,480,640 shares of Walmart Inc worth $182M as of Q1 2026.
- Jones Financial Companies bought 613,027 Walmart Inc shares in Q1 2026, an estimated $75.3M.
- Walmart Inc made up 0.09% of Jones Financial Companies's portfolio in Q1 2026, its #114 holding.
- Jones Financial Companies first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Jones Financial Companies's 13F filing for Q1 2026, filed 15 May 2026.