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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
Q3 		$382K Sell
3,680
-116
-3% -$12.7K 0.05% 42
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Marquette Asset Management's WMT Position: Q3 2026 in Review

Marquette Asset Management reduced its Walmart Inc (WMT) stake by 3.1% in Q3 2026, selling an estimated $12.7K and leaving 3,680 shares worth $382K. The position accounts for 0.05% of the portfolio, ranked #42.

Marquette Asset Management first reported a position in WMT in Q2 2020 and has held it in 14 quarters since. The position peaked at $474K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Marquette Asset Management held 3,680 shares of Walmart Inc worth $382K as of Q3 2026.
  • Marquette Asset Management sold 116 Walmart Inc shares in Q3 2026, an estimated $12.7K.
  • Walmart Inc made up 0.05% of Marquette Asset Management's portfolio in Q3 2026, its #42 holding.
  • Marquette Asset Management first reported a position in Walmart Inc in Q2 2020 and has held it in 14 quarters since.
  • Marquette Asset Management's Walmart Inc position peaked at $474K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Marquette Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.