Jupiter Asset Management’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 | $2.64M | Buy |
21,258
+1,085
| +5% | +$133K | 0.01% | 386 |
|
|
2025
Q4 | $2.25M | Hold |
20,173
| – | – | 0.02% | 315 |
|
|
2025
Q3 | $2.08M | Sell |
20,173
-18,513
| -48% | -$1.84M | 0.02% | 319 |
|
|
2025
Q2 | $3.78M | Sell |
38,686
-1,071,182
| -97% | -$102M | 0.03% | 302 |
|
|
2025
Q1 | $97.4M | Sell |
1,109,868
-91,977
| -8% | -$8.63M | 0.93% | 13 |
|
|
2024
Q4 | $109M | Buy |
1,201,845
+1,197,574
| +28,040% | +$104M | 1.06% | 9 |
|
|
2024
Q3 | $345K | Buy |
+4,271
| New | +$314K | ﹤0.01% | 384 |
|
|
2024
Q1 | – | Sell |
-245,157
| Closed | -$12.9M | – | 544 |
|
|
2023
Q4 | $12.9M | Buy |
245,157
+145,944
| +147% | +$7.72M | 0.13% | 194 |
|
|
2023
Q3 | $5.29M | Sell |
99,213
-243,276
| -71% | -$12.9M | 0.06% | 242 |
|
|
2023
Q2 | $17.9M | Buy |
+342,489
| New | +$17.3M | 0.2% | 147 |
|
|
2022
Q1 | – | Sell |
-385,233
| Closed | -$18.4M | – | 624 |
|
|
2021
Q4 | $18.4M | Sell |
385,233
-892,938
| -70% | -$42.6M | 0.2% | 153 |
|
|
2021
Q3 | $59.4M | Buy |
1,278,171
+1,124,277
| +731% | +$54.2M | 0.67% | 28 |
|
|
2021
Q2 | $7.23M | Sell |
153,894
-6,231
| -4% | -$290K | 0.07% | 240 |
|
|
2021
Q1 | $7.25M | Sell |
160,125
-24,342
| -13% | -$1.13M | 0.07% | 259 |
|
|
2020
Q4 | $8.86M | Sell |
184,467
-42,615
| -19% | -$2.07M | 0.09% | 239 |
|
|
2020
Q3 | $10.6M | Sell |
227,082
-141,861
| -38% | -$6.31M | 0.11% | 205 |
|
|
2020
Q2 | $14.7M | Sell |
368,943
-135,813
| -27% | -$5.59M | 0.49% | 51 |
|
|
2020
Q1 | $19.1M | Buy |
504,756
+44,364
| +10% | +$1.71M | 0.83% | 27 |
|
|
2019
Q4 | $18.2M | Buy |
460,392
+1,914
| +0.4% | +$76K | 0.56% | 39 |
|
|
2019
Q3 | $18.1M | Buy |
458,478
+132,276
| +41% | +$4.99M | 0.59% | 38 |
|
|
2019
Q2 | $12M | Sell |
326,202
-88,893
| -21% | -$3.06M | 0.38% | 72 |
|
|
2019
Q1 | $13.5M | Buy |
415,095
+35,019
| +9% | +$1.14M | 0.44% | 62 |
|
|
2018
Q4 | $11.7M | Buy |
380,076
+17,682
| +5% | +$567K | 0.41% | 64 |
|
|
2018
Q3 | $11.4M | Buy |
362,394
+6,183
| +2% | +$189K | 0.33% | 94 |
|
|
2018
Q2 | $10.2M | Sell |
356,211
-13,107
| -4% | -$373K | 0.3% | 96 |
|
|
2018
Q1 | $11M | Sell |
369,318
-82,182
| -18% | -$2.64M | 0.33% | 84 |
|
|
2017
Q4 | $14.9M | Hold |
451,500
| – | – | 0.43% | 60 |
|
|
2017
Q3 | $11.8M | Sell |
451,500
-37,887
| -8% | -$994K | 0.4% | 66 |
|
|
2017
Q2 | $12.3M | Buy |
489,387
+23,637
| +5% | +$600K | 0.43% | 60 |
|
|
2017
Q1 | $11.2M | Hold |
465,750
| – | – | 0.41% | 62 |
|
|
2016
Q4 | $10.7M | Sell |
465,750
-6,060
| -1% | -$141K | 0.4% | 62 |
|
|
2016
Q3 | $11.3M | Sell |
471,810
-63
| -0% | -$1.53K | 0.43% | 64 |
|
|
2016
Q2 | $11.5M | Sell |
471,873
-29,229
| -6% | -$677K | 0.44% | 63 |
|
|
2016
Q1 | $11.4M | Sell |
501,102
-9,819
| -2% | -$215K | 0.43% | 63 |
|
|
2015
Q4 | $10.4M | Sell |
510,921
-43,734
| -8% | -$877K | 0.38% | 65 |
|
|
2015
Q3 | $12M | Sell |
554,655
-54,696
| -9% | -$1.25M | 0.47% | 54 |
|
|
2015
Q2 | $14.4M | Sell |
609,351
-54,879
| -8% | -$1.4M | 0.51% | 48 |
|
|
2015
Q1 | $18.2M | Sell |
664,230
-242,817
| -27% | -$6.89M | 0.63% | 36 |
|
|
2014
Q4 | $26M | Sell |
907,047
-10,500
| -1% | -$284K | 0.84% | 27 |
|
|
2014
Q3 | $23.4M | Sell |
917,547
-18,261
| -2% | -$461K | 0.78% | 27 |
|
|
2014
Q2 | $23.4M | Sell |
935,808
-4,500
| -0.5% | -$116K | 0.74% | 29 |
|
|
2014
Q1 | $24M | Sell |
940,308
-6,339
| -0.7% | -$159K | 0.77% | 26 |
|
|
2013
Q4 | $24.8M | Sell |
946,647
-58,227
| -6% | -$1.5M | 0.96% | 22 |
|
|
2013
Q3 | $24.8M | Buy |
1,004,874
+16,146
| +2% | +$407K | 1.09% | 24 |
|
|
2013
Q2 | $24.6M | Buy |
+988,728
| New | +$25.3M | 1.1% | 18 |
|
Other funds holding WMT
VCM
VPM
Jupiter Asset Management's WMT Position: Q1 2026 in Review
Jupiter Asset Management increased its Walmart Inc (WMT) stake by 5.4% in Q1 2026, buying an estimated $133K and bringing the position to 21,258 shares worth $2.64M. The position accounts for 0.01% of the portfolio, ranked #386.
Jupiter Asset Management first reported a position in WMT in Q2 2013 and has held it in 45 quarters since. The position peaked at $109M in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Jupiter Asset Management held 21,258 shares of Walmart Inc worth $2.64M as of Q1 2026.
- Jupiter Asset Management bought 1,085 Walmart Inc shares in Q1 2026, an estimated $133K.
- Walmart Inc made up 0.01% of Jupiter Asset Management's portfolio in Q1 2026, its #386 holding.
- Jupiter Asset Management first reported a position in Walmart Inc in Q2 2013 and has held it in 45 quarters since.
- Jupiter Asset Management's Walmart Inc position peaked at $109M in Q4 2024.
- 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Jupiter Asset Management's 13F filing for Q1 2026, filed 12 May 2026.