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Jupiter Investment Management’s Walmart Inc WMT Stock Holding History

Jupiter Investment Management’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
2020
Q2 		$1.02M Sell
25,458
-165,138
-87% -$6.79M 0.02% 285
2020
Q1 		$7.22M Buy
+190,596
New +$7.33M 0.14% 134
2019
Q4 		– Sell
-1,351,287
Closed -$53.5M – 523
2019
Q3 		$53.5M Buy
1,351,287
+739,608
+121% +$27.9M 0.69% 42
2019
Q2 		$22.5M Buy
+611,679
New +$21.1M 0.23% 114
2019
Q1 		– Sell
-2,339,004
Closed -$72.6M – 439
2018
Q4 		$72.6M Buy
+2,339,004
New +$75M 0.64% 55
2018
Q3 		– Sell
-11,484
Closed -$327K – 462
2018
Q2 		$327K Sell
11,484
-2,474,313
-100% -$70.3M ﹤0.01% 336
2018
Q1 		$73.7M Sell
2,485,797
-1,709,505
-41% -$55M 0.59% 55
2017
Q4 		$138M Sell
4,195,302
-1,981,092
-32% -$60.6M 1.27% 25
2017
Q3 		$161M Buy
6,176,394
+3,475,557
+129% +$91.2M 1.68% 17
2017
Q2 		$68.1M Buy
2,700,837
+272,598
+11% +$6.92M 0.83% 41
2017
Q1 		$58.3M Buy
2,428,239
+94,308
+4% +$2.17M 0.82% 42
2016
Q4 		$53.8M Buy
2,333,931
+1,570,959
+206% +$36.7M 0.93% 37
2016
Q3 		$18.3M Buy
762,972
+23,289
+3% +$565K 0.32% 75
2016
Q2 		$18M Buy
739,683
+257,628
+53% +$5.96M 0.34% 81
2016
Q1 		$11M Sell
482,055
-112,737
-19% -$2.47M 0.23% 121
2015
Q4 		$12.2M Buy
+594,792
New +$11.9M 0.32% 92
2015
Q3 		– Sell
-43,800
Closed -$1.03M – 414
2015
Q2 		$1.03M Sell
43,800
-9,600
-18% -$245K 0.03% 185
2015
Q1 		$1.46M Buy
53,400
+35,100
+192% +$996K 0.05% 205
2014
Q4 		$523K Buy
+18,300
New +$494K 0.02% 299
2014
Q1 		– Sell
-54,300
Closed -$1.42M – 418
2013
Q4 		$1.42M Sell
54,300
-121,188
-69% -$3.13M 0.12% 195
2013
Q3 		$4.33M Sell
175,488
-37,200
-17% -$938K 0.41% 93
2013
Q2 		$5.28M Buy
+212,688
New +$5.45M 0.64% 54

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $127B AUM 32.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Jupiter Investment Management's WMT Position: Q2 2020 in Review

Jupiter Investment Management reduced its Walmart Inc (WMT) stake by 87% in Q2 2020, selling an estimated $6.79M and leaving 25,458 shares worth $1.02M. The position accounts for 0.02% of the portfolio, ranked #285.

Jupiter Investment Management first reported a position in WMT in Q2 2013 and has held it in 22 quarters since. The position peaked at $161M in Q3 2017. 2,179 funds tracked by Wall St. Rank hold WMT as of Q2 2020.

  • Jupiter Investment Management held 25,458 shares of Walmart Inc worth $1.02M as of Q2 2020.
  • Jupiter Investment Management sold 165,138 Walmart Inc shares in Q2 2020, an estimated $6.79M.
  • Walmart Inc made up 0.02% of Jupiter Investment Management's portfolio in Q2 2020, its #285 holding.
  • Jupiter Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 22 quarters since.
  • Jupiter Investment Management's Walmart Inc position peaked at $161M in Q3 2017.
  • 2,179 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.