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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
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 $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

Maridea Wealth Management's WMT Position: Q1 2026 in Review

Maridea Wealth Management reduced its Walmart Inc (WMT) stake by 6.5% in Q1 2026, selling an estimated $106K and leaving 12,405 shares worth $1.54M. The position accounts for 0.22% of the portfolio, ranked #112.

Maridea Wealth Management first reported a position in WMT in Q1 2025 and has held it in 5 quarters since. The position peaked at $1.99M in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Maridea Wealth Management held 12,405 shares of Walmart Inc worth $1.54M as of Q1 2026.
  • Maridea Wealth Management sold 866 Walmart Inc shares in Q1 2026, an estimated $106K.
  • Walmart Inc made up 0.22% of Maridea Wealth Management's portfolio in Q1 2026, its #112 holding.
  • Maridea Wealth Management first reported a position in Walmart Inc in Q1 2025 and has held it in 5 quarters since.
  • Maridea Wealth Management's Walmart Inc position peaked at $1.99M in Q2 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Maridea Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.