Marotta Asset Management’s Walmart Inc WMT Stock Holding History

Marotta Asset 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	$252K	Buy	2,316 +164	+8%	+$20.4K	0.04%	93
2026 Q1	$268K	Hold	2,152	–	–	0.05%	91
2025 Q4	$240K	Sell	2,152 -166	-7%	-$17.8K	0.04%	94
2025 Q3	$236K	Hold	2,318	–	–	0.04%	93
2025 Q2	$227K	Sell	2,318 -273	-11%	-$26K	0.05%	91
2025 Q1	$209K	Buy	2,591 +220	+9%	+$20.6K	0.04%	104
2024 Q4	$213K	Sell	2,371 -220	-8%	-$19.1K	0.04%	104
2024 Q3	$209K	Buy	+2,591	New	+$190K	0.04%	104
2023 Q4	–	Sell	-4,173	Closed	-$222K	–	109
2023 Q3	$222K	Hold	4,173	–	–	0.05%	98
2023 Q2	$219K	Buy	+4,173	New	+$211K	0.05%	101
2022 Q1	–	Sell	-4,689	Closed	-$226K	–	124
2021 Q4	$226K	Buy	+4,689	New	+$224K	0.05%	101

Other funds holding WMT

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

ATO

Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return

Marotta Asset Management's WMT Position: Q2 2026 in Review

Marotta Asset Management increased its Walmart Inc (WMT) stake by 7.6% in Q2 2026, buying an estimated $20.4K and bringing the position to 2,316 shares worth $252K. The position accounts for 0.04% of the portfolio, ranked #93.

Marotta Asset Management first reported a position in WMT in Q4 2021 and has held it in 11 quarters since. The position peaked at $268K in Q1 2026. 1,887 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Marotta Asset Management held 2,316 shares of Walmart Inc worth $252K as of Q2 2026.
Marotta Asset Management bought 164 Walmart Inc shares in Q2 2026, an estimated $20.4K.
Walmart Inc made up 0.04% of Marotta Asset Management's portfolio in Q2 2026, its #93 holding.
Marotta Asset Management first reported a position in Walmart Inc in Q4 2021 and has held it in 11 quarters since.
Marotta Asset Management's Walmart Inc position peaked at $268K in Q1 2026.
1,887 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Marotta Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.