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 Q2	$369K	Hold	3,255	–	–	0.03%	297
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Marks Group Wealth Management's WMT Position: Q2 2026 in Review

Marks Group Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 3,255 shares worth $369K. The position accounts for 0.03% of the portfolio, ranked #297.

Marks Group Wealth Management first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $429K in Q4 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Marks Group Wealth Management held 3,255 shares of Walmart Inc worth $369K as of Q2 2026.
Marks Group Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.03% of Marks Group Wealth Management's portfolio in Q2 2026, its #297 holding.
Marks Group Wealth Management first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
Marks Group Wealth Management's Walmart Inc position peaked at $429K in Q4 2025.
4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Marks Group Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.