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 1.46 M shares. Largest reduction occurred in Q3 2015, reducing 1.83 M 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

Report Date 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 $49.15
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.

Manning & Napier Group's largest addition to Walmart Inc. (WMT) was in Q2 2013, adding 1,710,438 shares worth $42.47 M.

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.

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.

Manning & Napier Group's peak holding in Walmart Inc. (WMT) was 2,951,343 shares, as reported at the end of Q2 2015.