Marks Group Wealth Management’s Walmart Inc WMT Stock Holding History

Marks Group 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	$405K	Sell	3,255 -600	-16%	-$73.7K	0.04%	264
2025 Q4	$429K	Sell	3,855 -99	-3%	-$10.6K	0.04%	249
2025 Q3	$408K	Hold	3,954	–	–	0.04%	239
2025 Q2	$387K	Hold	3,954	–	–	0.04%	247
2025 Q1	$347K	Hold	3,954	–	–	0.03%	265
2024 Q4	$357K	Hold	3,954	–	–	0.04%	241
2024 Q3	$319K	Sell	3,954 -521	-12%	-$38.3K	0.03%	254
2024 Q2	$303K	Sell	4,475 -241	-5%	-$15.2K	0.03%	253
2024 Q1	$284K	Sell	4,716 -129	-3%	-$7.38K	0.03%	267
2023 Q4	$255K	Buy	4,845 +546	+13%	+$28.9K	0.03%	272
2023 Q3	$229K	Hold	4,299	–	–	0.03%	264
2023 Q2	$225K	Sell	4,299 -90	-2%	-$4.54K	0.03%	264
2023 Q1	$216K	Buy	+4,389	New	+$208K	0.03%	268

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marks Group Wealth Management's WMT Position: Q1 2026 in Review

Marks Group Wealth Management reduced its Walmart Inc (WMT) stake by 16% in Q1 2026, selling an estimated $73.7K and leaving 3,255 shares worth $405K. The position accounts for 0.04% of the portfolio, ranked #264.

Marks Group Wealth Management first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $429K in Q4 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Marks Group Wealth Management held 3,255 shares of Walmart Inc worth $405K as of Q1 2026.
Marks Group Wealth Management sold 600 Walmart Inc shares in Q1 2026, an estimated $73.7K.
Walmart Inc made up 0.04% of Marks Group Wealth Management's portfolio in Q1 2026, its #264 holding.
Marks Group Wealth Management first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
Marks Group Wealth Management's Walmart Inc position peaked at $429K in Q4 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Marks Group Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.