Jefferies Group's WMT Position Overview
Jefferies Group (via Jefferies Financial Group Inc.) currently holds 504,239 shares of Walmart Inc. (WMT) worth $56.18 M, representing 0.29% of the portfolio. First purchased in 2022-Q4, this medium-term investment has been held for 13 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 448,305 shares. Largest reduction occurred in Q3 2023, reducing 588,423 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
| Report Date | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q4 2025 | +437,664 | Add 657.40% | 504,239 | $111.41 |
| Q3 2025 | -172,250 | Reduce 72.12% | 66,575 | $103.06 |
| Q2 2025 | +188,446 | Add 374.06% | 238,825 | $97.78 |
| Q1 2025 | -216,818 | Reduce 81.15% | 50,379 | $87.79 |
| Q4 2024 | -16,974 | Reduce 5.97% | 267,197 | $90.35 |
| Q3 2024 | -193,473 | Reduce 40.51% | 284,171 | $80.75 |
| Q2 2024 | +327,347 | Add 217.80% | 477,644 | $67.70 |
| Q1 2024 | -4,314 | Reduce 2.79% | 150,297 | $60.17 |
| Q4 2023 | +142,458 | Add 1172.20% | 154,611 | $52.55 |
| Q3 2023 | -588,423 | Reduce 97.98% | 12,153 | $53.31 |
| Q2 2023 | +448,305 | Add 294.41% | 600,576 | $52.39 |
| Q1 2023 | -13,932 | Reduce 8.38% | 152,271 | $49.15 |
| Q4 2022 | +166,203 | New Buy | 166,203 | $47.26 |
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 13 quarters since Q4 2022.
Jefferies Group's largest addition to Walmart Inc. (WMT) was in Q2 2023, adding 600,576 shares worth $31.47 M.
According to the latest 13F filing for Q4 2025, Jefferies Group's firm, Jefferies Financial Group Inc., owns 504,239 shares of Walmart Inc. (WMT), valued at approximately $56.18 M.
As of the Q4 2025 filing, Walmart Inc. (WMT) represents approximately 0.29% of Jefferies Group's publicly disclosed stock portfolio, making it one of their key holdings.
Jefferies Group's peak holding in Walmart Inc. (WMT) was 600,576 shares, as reported at the end of Q2 2023.