Manning & Napier Group’s WMT Holdings & Trades

First Buy
Q2 2013
Duration Held
50 Quarters
Largest Add
Q2 2013
+1.71 M shares
Current Position
375 shares
$38,648 value

Manning & Napier Group's WMT Position Overview

Manning & Napier Group (via Manning & Napier Advisors LLC) currently holds 375 shares of Walmart Inc. (WMT) worth $38,648, representing 0.00% of the portfolio. First purchased in 2013-Q2, this long-term strategic position has been held for 50 quarters.

Based on 13F filings since 2013, Manning & Napier Group has maintained a long-term strategic position in WMT, representing a significant commitment to this investment thesis. Largest addition occurred in Q2 2015, adding 1.5M shares. Largest reduction occurred in Q3 2015, reducing 1.8M shares.

Analysis based on 13F filings available since 2013 Q2

Manning & Napier Group's Walmart (WMT) Holding Value Over Time

Track share changes against reported price movement

Quarterly Walmart (WMT) Trades by Manning & Napier Group

Period Bought/Sold (Sh.) % Change Qtr. End Shares Reported Price
Q2 2013 +1.71 M Add 0.00% 1.71 M $24.83
Q3 2013 -47,439 Reduce 2.77% 1.66 M $24.65
Q4 2013 -80,856 Reduce 4.86% 1.58 M $26.23
Q1 2014 -106,680 Reduce 6.74% 1.48 M $25.48
Q2 2014 +118,284 Add 8.02% 1.59 M $25.02
Q3 2014 -39,978 Reduce 2.51% 1.55 M $25.49
Q4 2014 -92,481 Reduce 5.95% 1.46 M $28.63
Q1 2015 +26,637 Add 1.82% 1.49 M $27.42
Q2 2015 +1.46 M Add 98.35% 2.95 M $25.54
Q3 2015 -1.83 M Reduce 62.00% 1.12 M $21.61
Q4 2015 -77,283 Reduce 6.89% 1.04 M $20.43
Q1 2016 -41,865 Reduce 4.01% 1 M $22.83
Q2 2016 -3,792 Reduce 0.38% 998,703 $24.34
Q3 2016 -10,908 Reduce 1.09% 987,795 $24.04
Q4 2016 +86,340 Add 8.74% 1.07 M $23.04
Q1 2017 +62,319 Add 5.80% 1.14 M $24.03
Q2 2017 +45,645 Add 4.02% 1.18 M $25.23
Q3 2017 -7,629 Reduce 0.65% 1.17 M $26.04
Q4 2017 +1.08 M Add 0.00% 1.08 M $32.92
Q1 2018 +278,730 Add 25.85% 1.36 M $29.66
Q2 2018 -190,641 Reduce 14.05% 1.17 M $28.55
Q3 2018 +142,518 Add 12.22% 1.31 M $31.30
Q4 2018 +101,751 Add 7.77% 1.41 M $31.05
Q1 2019 +355,065 Add 25.17% 1.77 M $32.51
Q2 2019 -116,907 Reduce 6.62% 1.65 M $36.83
Q3 2019 +7,605 Add 0.46% 1.66 M $39.56
Q4 2019 +172,845 Add 10.44% 1.83 M $39.61
Q1 2020 -221,064 Reduce 12.09% 1.61 M $37.87
Q2 2020 +23,556 Add 1.46% 1.63 M $39.93
Q3 2020 +10,956 Add 0.67% 1.64 M $46.64
Q4 2020 -96,084 Reduce 5.85% 1.55 M $48.05
Q1 2021 +59,016 Add 3.82% 1.61 M $45.28
Q2 2021 +182,574 Add 11.37% 1.79 M $47.01
Q3 2021 -24,996 Reduce 1.40% 1.76 M $46.46
Q4 2021 -94,524 Reduce 5.36% 1.67 M $48.23
Q1 2022 -105,978 Reduce 6.35% 1.56 M $49.64
Q2 2022 -165,543 Reduce 10.59% 1.4 M $40.53
Q3 2022 -18,507 Reduce 1.32% 1.38 M $43.23
Q4 2022 +2,904 Add 0.21% 1.38 M $47.26
Q1 2023 -6,966 Reduce 0.50% 1.37 M $49.15
Q2 2023 -1.37 M Sold Out 1.37 M $0.00
Q3 2025 +375 New Buy 375 $103.06

Manning & Napier Group's Walmart Investment FAQs

Manning & Napier Group first purchased Walmart Inc. (WMT) in Q2 2013, acquiring 1,710,438 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group has held Walmart Inc. (WMT) for 50 quarters since Q2 2013. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

Manning & Napier Group's largest addition to Walmart Inc. (WMT) was in Q2 2013, adding 1,710,438 shares worth $42.47 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

According to the latest 13F filing for Q3 2025, Manning & Napier Group's firm, Manning & Napier Advisors LLC, owns 375 shares of Walmart Inc. (WMT), valued at approximately $38,648. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.

As of the Q3 2025 filing, Walmart Inc. (WMT) represents approximately 0.00% of Manning & Napier 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.

Manning & Napier Group's peak holding in Walmart Inc. (WMT) was 2,951,343 shares, as reported at the end of Q2 2015. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.