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Marshall Investment Management’s Walmart Inc WMT Stock Holding History

Marshall Investment 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
Q1 		$3.75M Buy
30,147
+844
+3% +$104K 1.8% 19
2025
Q4 		$3.26M Buy
29,303
+2,812
+11% +$302K 1.64% 20
2025
Q3 		$2.73M Buy
+26,491
New +$2.64M 1.45% 23
2025
Q2 		– Sell
-25,951
Closed -$2.28M – 231
2025
Q1 		$2.28M Sell
25,951
-6,579
-20% -$617K 1.42% 30
2024
Q4 		$2.63M Buy
+32,530
New +$2.82M 1.55% 26

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Investment Management's WMT Position: Q1 2026 in Review

Marshall Investment Management increased its Walmart Inc (WMT) stake by 2.9% in Q1 2026, buying an estimated $104K and bringing the position to 30,147 shares worth $3.75M. The position accounts for 1.8% of the portfolio, ranked #19.

Marshall Investment Management first reported a position in WMT in Q4 2024 and has held it in 5 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Marshall Investment Management held 30,147 shares of Walmart Inc worth $3.75M as of Q1 2026.
  • Marshall Investment Management bought 844 Walmart Inc shares in Q1 2026, an estimated $104K.
  • Walmart Inc made up 1.8% of Marshall Investment Management's portfolio in Q1 2026, its #19 holding.
  • Marshall Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 5 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Marshall Investment Management's 13F filing for Q1 2026, filed 8 May 2026.