Jefferies Group's WMT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 66.6K shares of Walmart Inc. (WMT) worth $6.86 M, representing 0.03% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 12 quarters.
Based on 13F filings, Jefferies Group has maintained a strategic position in WMT, demonstrating sustained confidence in this investment. Largest addition occurred in Q2 2023, adding 448.3K shares. Largest reduction occurred in Q3 2023, reducing 588.4K shares.
Analysis based on 13F filings available since 2013 Q2
Jefferies Group's Walmart (WMT) Holding Value Over Time
Track share changes against reported price movement
Quarterly Walmart (WMT) Trades by Jefferies Group
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2022 | +166,203 | New Buy | 166,203 | $47.26 |
| Q1 2023 | -13,932 | Reduce 8.38% | 152,271 | $49.15 |
| Q2 2023 | +448,305 | Add 294.41% | 600,576 | $52.39 |
| Q3 2023 | -588,423 | Reduce 97.98% | 12,153 | $53.31 |
| Q4 2023 | +142,458 | Add 1172.20% | 154,611 | $52.55 |
| Q1 2024 | -4,314 | Reduce 2.79% | 150,297 | $60.17 |
| Q2 2024 | +327,347 | Add 217.80% | 477,644 | $67.70 |
| Q3 2024 | -193,473 | Reduce 40.51% | 284,171 | $80.75 |
| Q4 2024 | -16,974 | Reduce 5.97% | 267,197 | $90.35 |
| Q1 2025 | -216,818 | Reduce 81.15% | 50,379 | $87.79 |
| Q2 2025 | +188,446 | Add 374.06% | 238,825 | $97.78 |
| Q3 2025 | -172,250 | Reduce 72.12% | 66,575 | $103.06 |
Jefferies Group's Walmart Investment FAQs
Jefferies Group first purchased Walmart Inc. (WMT) in Q4 2022, acquiring 166,203 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group has held Walmart Inc. (WMT) for 12 quarters since Q4 2022. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's largest addition to Walmart Inc. (WMT) was in Q2 2023, adding 600,576 shares worth $31.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 66,575 shares of Walmart Inc. (WMT), valued at approximately $6.86 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Walmart Inc. (WMT) represents approximately 0.03% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Jefferies Group's peak holding in Walmart Inc. (WMT) was 600,576 shares, as reported at the end of Q2 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.