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Maridea Wealth Management’s Walmart Inc WMT Stock Holding History

Maridea Wealth 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
Q2 		$1.2M Sell
10,568
-1,837
-15% -$228K 0.13% 177
2026
Q1 		$1.54M Sell
12,405
-866
-7% -$106K 0.22% 112
2025
Q4 		$1.48M Sell
13,271
-115
-0.9% -$12.3K 0.22% 120
2025
Q3 		$1.43M Sell
13,386
-6,960
-34% -$693K 0.22% 108
2025
Q2 		$1.99M Buy
20,346
+11,922
+142% +$1.14M 0.52% 42
2025
Q1 		$740K Buy
+8,424
New +$790K 0.24% 76

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Maridea Wealth Management's WMT Position: Q2 2026 in Review

Maridea Wealth Management reduced its Walmart Inc (WMT) stake by 15% in Q2 2026, selling an estimated $228K and leaving 10,568 shares worth $1.2M. The position accounts for 0.13% of the portfolio, ranked #177.

Maridea Wealth Management first reported a position in WMT in Q1 2025 and has held it in 6 quarters since. The position peaked at $1.99M in Q2 2025. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Maridea Wealth Management held 10,568 shares of Walmart Inc worth $1.2M as of Q2 2026.
  • Maridea Wealth Management sold 1,837 Walmart Inc shares in Q2 2026, an estimated $228K.
  • Walmart Inc made up 0.13% of Maridea Wealth Management's portfolio in Q2 2026, its #177 holding.
  • Maridea Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 6 quarters since.
  • Maridea Wealth Management's Walmart Inc position peaked at $1.99M in Q2 2025.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.