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Marcum Wealth’s Walmart Inc WMT Stock Holding History

Marcum Wealth’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
2025
Q1 		$2.12M Buy
24,183
+1,052
+5% +$98.7K 0.18% 59
2024
Q4 		$2.09M Sell
23,131
-2,405
-9% -$209K 0.18% 61
2024
Q3 		$2.06M Buy
25,536
+297
+1% +$21.8K 0.19% 59
2024
Q2 		$1.71M Sell
25,239
-3,147
-11% -$198K 0.17% 64
2024
Q1 		$1.71M Sell
28,386
-105
-0.4% -$6.01K 0.17% 63
2023
Q4 		$1.5M Buy
28,491
+1,263
+5% +$66.8K 0.16% 71
2023
Q3 		$1.45M Buy
27,228
+765
+3% +$40.7K 0.17% 66
2023
Q2 		$1.39M Buy
26,463
+5,121
+24% +$258K 0.16% 69
2023
Q1 		$1.05M Sell
21,342
-477
-2% -$22.6K 0.13% 88
2022
Q4 		$1.03M Sell
21,819
-72
-0.3% -$3.42K 0.14% 83
2022
Q3 		$946K Buy
21,891
+948
+5% +$41.5K 0.14% 83
2022
Q2 		$849K Sell
20,943
-3,810
-15% -$176K 0.13% 102
2022
Q1 		$1.23M Buy
24,753
+9,369
+61% +$440K 0.17% 78
2021
Q4 		$742K Sell
15,384
-675
-4% -$32.2K 0.1% 129
2021
Q3 		$746K Sell
16,059
-4,176
-21% -$201K 0.12% 125
2021
Q2 		$951K Sell
20,235
-78
-0.4% -$3.63K 0.15% 101
2021
Q1 		$920K Buy
20,313
+9,594
+90% +$444K 0.15% 103
2020
Q4 		$515K Buy
10,719
+4,740
+79% +$230K 0.12% 65
2020
Q3 		$279K Buy
5,979
+240
+4% +$10.7K 0.09% 90
2020
Q2 		$229K Buy
5,739
+132
+2% +$5.43K 0.07% 101
2020
Q1 		$212K Buy
+5,607
New +$216K 0.08% 84

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marcum Wealth's WMT Position: Q1 2025 in Review

Marcum Wealth increased its Walmart Inc (WMT) stake by 4.5% in Q1 2025, buying an estimated $98.7K and bringing the position to 24,183 shares worth $2.12M. The position accounts for 0.18% of the portfolio, ranked #59.

Marcum Wealth first reported a position in WMT in Q1 2020 and has held it in 21 quarters since. 3,872 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

  • Marcum Wealth held 24,183 shares of Walmart Inc worth $2.12M as of Q1 2025.
  • Marcum Wealth bought 1,052 Walmart Inc shares in Q1 2025, an estimated $98.7K.
  • Walmart Inc made up 0.18% of Marcum Wealth's portfolio in Q1 2025, its #59 holding.
  • Marcum Wealth first reported a position in Walmart Inc in Q1 2020 and has held it in 21 quarters since.
  • 3,872 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Marcum Wealth's 13F filing for Q1 2025, filed 2 Apr 2025.