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Marco Investment Management’s Walmart Inc WMT Stock Holding History

Marco 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
2026
Q1 		$31.5M Sell
253,071
-8,409
-3% -$1.03M 2.37% 9
2025
Q4 		$29.1M Sell
261,480
-2,898
-1% -$311K 2.19% 11
2025
Q3 		$27.2M Buy
264,378
+1,815
+0.7% +$181K 2.09% 12
2025
Q2 		$25.7M Buy
262,563
+1,743
+0.7% +$166K 2.14% 12
2025
Q1 		$22.9M Sell
260,820
-1,204
-0.5% -$113K 2.12% 13
2024
Q4 		$23.7M Sell
262,024
-7,358
-3% -$639K 2.04% 12
2024
Q3 		$21.8M Buy
269,382
+1,555
+0.6% +$114K 1.88% 14
2024
Q2 		$18.1M Buy
267,827
+3,331
+1% +$210K 1.67% 20
2024
Q1 		$15.9M Buy
264,496
+532
+0.2% +$30.4K 1.5% 23
2023
Q4 		$13.9M Buy
263,964
+7,599
+3% +$402K 1.42% 21
2023
Q3 		$13.7M Sell
256,365
-504
-0.2% -$26.8K 1.57% 21
2023
Q2 		$13.5M Sell
256,869
-309
-0.1% -$15.6K 1.45% 21
2023
Q1 		$12.6M Sell
257,178
-360
-0.1% -$17.1K 1.42% 21
2022
Q4 		$12.2M Sell
257,538
-2,571
-1% -$122K 1.42% 21
2022
Q3 		$11.2M Buy
260,109
+6,246
+2% +$274K 1.43% 21
2022
Q2 		$10.3M Buy
253,863
+9,066
+4% +$418K 1.2% 24
2022
Q1 		$12.2M Buy
244,797
+24,525
+11% +$1.15M 1.23% 24
2021
Q4 		$10.6M Buy
220,272
+16,140
+8% +$771K 1.04% 27
2021
Q3 		$9.48M Sell
204,132
-1,125
-0.5% -$54.2K 1.05% 32
2021
Q2 		$9.65M Buy
205,257
+20,313
+11% +$946K 1.12% 28
2021
Q1 		$8.37M Buy
184,944
+34,014
+23% +$1.58M 1.09% 29
2020
Q4 		$7.25M Sell
150,930
-6,600
-4% -$321K 1.04% 32
2020
Q3 		$7.35M Buy
157,530
+2,295
+1% +$102K 1.2% 29
2020
Q2 		$6.2M Sell
155,235
-5,925
-4% -$244K 1.14% 31
2020
Q1 		$6.1M Buy
161,160
+4,962
+3% +$191K 1.29% 26
2019
Q4 		$6.19M Buy
156,198
+618
+0.4% +$24.5K 0.96% 30
2019
Q3 		$6.16M Sell
155,580
-465
-0.3% -$17.6K 1.05% 29
2019
Q2 		$5.75M Sell
156,045
-1,704
-1% -$58.7K 1.03% 31
2019
Q1 		$5.13M Sell
157,749
-12,360
-7% -$401K 0.95% 37
2018
Q4 		$5.28M Sell
170,109
-9,786
-5% -$314K 1.05% 33
2018
Q3 		$5.63M Sell
179,895
-1,662
-0.9% -$50.8K 0.8% 42
2018
Q2 		$5.18M Sell
181,557
-1,482
-0.8% -$42.1K 0.8% 44
2018
Q1 		$5.43M Buy
183,039
+2,898
+2% +$93.2K 0.84% 41
2017
Q4 		$5.93M Sell
180,141
-807
-0.4% -$24.7K 0.9% 38
2017
Q3 		$4.71M Buy
180,948
+14,565
+9% +$382K 0.74% 45
2017
Q2 		$4.2M Buy
166,383
+13,200
+9% +$335K 0.69% 49
2017
Q1 		$3.68M Buy
153,183
+3,450
+2% +$79.4K 0.63% 50
2016
Q4 		$3.45M Hold
149,733
– – 0.6% 54
2016
Q3 		$3.6M Sell
149,733
-2,739
-2% -$66.5K 0.65% 51
2016
Q2 		$3.71M Hold
152,472
– – 0.69% 50
2016
Q1 		$3.48K Buy
152,472
+31,620
+26% +$693K 0.5% 52
2015
Q4 		$2.47M Sell
120,852
-45,420
-27% -$911K 0.46% 67
2015
Q3 		$3.59M Sell
166,272
-900
-0.5% -$20.6K 0.71% 45
2015
Q2 		$3.95M Buy
167,172
+4,314
+3% +$110K 0.66% 55
2015
Q1 		$4.46M Buy
162,858
+1,500
+0.9% +$42.6K 0.78% 49
2014
Q4 		$4.62M Sell
161,358
-600
-0.4% -$16.2K 0.58% 50
2014
Q3 		$4.13M Buy
161,958
+4,977
+3% +$126K 0.57% 47
2014
Q2 		$3.93M Buy
156,981
+3,168
+2% +$81.4K 0.75% 51
2014
Q1 		$3.92M Sell
153,813
-4,314
-3% -$108K 0.82% 47
2013
Q4 		$4.15K Sell
158,127
-6,750
-4% -$174K 0.22% 42
2013
Q3 		$4.07M Buy
164,877
+1,875
+1% +$47.3K 0.93% 41
2013
Q2 		$4.05M Buy
+163,002
New +$4.18M 1.17% 33

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marco Investment Management's WMT Position: Q1 2026 in Review

Marco Investment Management reduced its Walmart Inc (WMT) stake by 3.2% in Q1 2026, selling an estimated $1.03M and leaving 253,071 shares worth $31.5M. The position accounts for 2.37% of the portfolio, ranked #9.

Marco Investment Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Marco Investment Management held 253,071 shares of Walmart Inc worth $31.5M as of Q1 2026.
  • Marco Investment Management sold 8,409 Walmart Inc shares in Q1 2026, an estimated $1.03M.
  • Walmart Inc made up 2.37% of Marco Investment Management's portfolio in Q1 2026, its #9 holding.
  • Marco Investment Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Marco Investment Management's 13F filing for Q1 2026, filed 8 May 2026.