Marquette Asset Management’s Walmart Inc WMT Stock Holding History

Marquette 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	$430K	Sell	3,796 -21	-0.6%	-$2.61K	0.06%	52
2026 Q1	$474K	Buy	3,817 +137	+4%	+$16.8K	0.07%	37
2025 Q4	$410K	Hold	3,680	–	–	0.06%	38
2025 Q3	$379K	Hold	3,680	–	–	0.06%	38
2025 Q2	$360K	Hold	3,680	–	–	0.06%	37
2025 Q1	$323K	Hold	3,680	–	–	0.06%	42
2024 Q4	$332K	Hold	3,680	–	–	0.05%	54
2024 Q3	$297K	Buy	+3,680	New	+$270K	0.05%	70
2023 Q4	–	Sell	-648	Closed	-$34.5K	–	302
2023 Q3	$34.5K	Hold	648	–	–	0.01%	147
2023 Q2	$34K	Buy	+648	New	+$32.7K	0.01%	156
2021 Q1	–	Sell	-855	Closed	-$41K	–	254
2020 Q4	$41K	Hold	855	–	–	0.01%	169
2020 Q3	$40K	Hold	855	–	–	0.01%	148
2020 Q2	$34K	Buy	+855	New	+$35.2K	0.01%	173

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

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

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

Marquette Asset Management reduced its Walmart Inc (WMT) stake by 0.55% in Q2 2026, selling an estimated $2.61K and leaving 3,796 shares worth $430K. The position accounts for 0.06% of the portfolio, ranked #52.

Marquette Asset Management first reported a position in WMT in Q2 2020 and has held it in 13 quarters since. The position peaked at $474K in Q1 2026. 2,093 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Marquette Asset Management held 3,796 shares of Walmart Inc worth $430K as of Q2 2026.
Marquette Asset Management sold 21 Walmart Inc shares in Q2 2026, an estimated $2.61K.
Walmart Inc made up 0.06% of Marquette Asset Management's portfolio in Q2 2026, its #52 holding.
Marquette Asset Management first reported a position in Walmart Inc in Q2 2020 and has held it in 13 quarters since.
Marquette Asset Management's Walmart Inc position peaked at $474K in Q1 2026.
2,093 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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