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Marion Wealth Management’s Walmart Inc WMT Stock Holding History

Marion 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 		$386K Hold
3,404
– – 0.08% 112
2026
Q1 		$423K Hold
3,404
– – 0.09% 101
2025
Q4 		$401K Buy
3,404
+18
+0.5% +$1.93K 0.09% 102
2025
Q3 		$349K Sell
3,386
-81
-2% -$8.06K 0.08% 101
2025
Q2 		$339K Hold
3,467
– – 0.08% 103
2025
Q1 		$304K Hold
3,467
– – 0.08% 106
2024
Q4 		$313K Hold
3,467
– – 0.08% 109
2024
Q3 		$280K Sell
3,467
-67
-2% -$4.92K 0.07% 113
2024
Q2 		$239K Buy
3,534
+67
+2% +$4.22K 0.07% 113
2024
Q1 		$209K Buy
+3,467
New +$198K 0.06% 119

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

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

Marion Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 3,404 shares worth $386K. The position accounts for 0.08% of the portfolio, ranked #112.

Marion Wealth Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $423K in Q1 2026. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Marion Wealth Management held 3,404 shares of Walmart Inc worth $386K as of Q2 2026.
  • Marion Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
  • Walmart Inc made up 0.08% of Marion Wealth Management's portfolio in Q2 2026, its #112 holding.
  • Marion Wealth Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Marion Wealth Management's Walmart Inc position peaked at $423K in Q1 2026.
  • 4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Marion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.