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Marshall Financial Group (Maryland)’s Walmart Inc WMT Stock Holding History

Marshall Financial Group (Maryland)’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 		$4.67M Buy
41,241
+25
+0.1% +$3.1K 0.68% 27
2026
Q1 		$5.12M Buy
41,216
+413
+1% +$50.7K 0.82% 21
2025
Q4 		$4.55M Sell
40,803
-2,942
-7% -$316K 0.88% 22
2025
Q3 		$4.51M Buy
43,745
+918
+2% +$91.4K 0.88% 21
2025
Q2 		$4.25M Sell
42,827
-942
-2% -$89.8K 0.83% 19
2025
Q1 		$3.84M Sell
43,769
-3,418
-7% -$321K 0.84% 20
2024
Q4 		$4.26M Sell
47,187
-4,448
-9% -$386K 1.03% 18
2024
Q3 		$4.17M Buy
51,635
+545
+1% +$40K 1% 18
2024
Q2 		$3.46M Sell
51,090
-509
-1% -$32.1K 0.97% 21
2024
Q1 		$3.1M Buy
51,599
+2,318
+5% +$133K 0.89% 21
2023
Q4 		$2.59M Buy
49,281
+312
+0.6% +$16.5K 0.83% 24
2023
Q3 		$2.61M Sell
48,969
-921
-2% -$49K 0.94% 22
2023
Q2 		$2.61M Buy
49,890
+939
+2% +$47.4K 0.89% 24
2023
Q1 		$2.41M Sell
48,951
-519
-1% -$24.6K 0.86% 29
2022
Q4 		$2.34M Buy
49,470
+699
+1% +$33.2K 0.91% 28
2022
Q3 		$2.11M Buy
48,771
+1,407
+3% +$61.6K 0.89% 20
2022
Q2 		$1.92M Buy
47,364
+13,272
+39% +$612K 0.77% 29
2022
Q1 		$1.69M Buy
34,092
+1,095
+3% +$51.4K 0.69% 30
2021
Q4 		$1.59M Buy
32,997
+18,582
+129% +$887K 0.59% 43
2021
Q3 		$670K Buy
14,415
+3,147
+28% +$152K 0.35% 107
2021
Q2 		$530K Buy
11,268
+207
+2% +$9.64K 0.29% 120
2021
Q1 		$501K Buy
11,061
+255
+2% +$11.8K 0.3% 96
2020
Q4 		$519K Buy
+10,806
New +$525K 0.34% 89

Other funds holding WMT

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Marshall Financial Group (Maryland)'s WMT Position: Q2 2026 in Review

Marshall Financial Group (Maryland) increased its Walmart Inc (WMT) stake by 0.06% in Q2 2026, buying an estimated $3.1K and bringing the position to 41,241 shares worth $4.67M. The position accounts for 0.68% of the portfolio, ranked #27.

Marshall Financial Group (Maryland) first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $5.12M in Q1 2026. 1,652 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Marshall Financial Group (Maryland) held 41,241 shares of Walmart Inc worth $4.67M as of Q2 2026.
  • Marshall Financial Group (Maryland) bought 25 Walmart Inc shares in Q2 2026, an estimated $3.1K.
  • Walmart Inc made up 0.68% of Marshall Financial Group (Maryland)'s portfolio in Q2 2026, its #27 holding.
  • Marshall Financial Group (Maryland) first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Marshall Financial Group (Maryland)'s Walmart Inc position peaked at $5.12M in Q1 2026.
  • 1,652 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Marshall Financial Group (Maryland)'s 13F filing for Q2 2026, filed 20 Jul 2026.