MIM
WMT icon

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
Q2 		$3.72M Buy
32,814
+2,667
+9% +$331K 1.54% 22
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Marshall Investment Management's WMT Position: Q2 2026 in Review

Marshall Investment Management increased its Walmart Inc (WMT) stake by 8.8% in Q2 2026, buying an estimated $331K and bringing the position to 32,814 shares worth $3.72M. The position accounts for 1.54% of the portfolio, ranked #22.

Marshall Investment Management first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. The position peaked at $3.75M in Q1 2026. 4,407 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Marshall Investment Management held 32,814 shares of Walmart Inc worth $3.72M as of Q2 2026.
  • Marshall Investment Management bought 2,667 Walmart Inc shares in Q2 2026, an estimated $331K.
  • Walmart Inc made up 1.54% of Marshall Investment Management's portfolio in Q2 2026, its #22 holding.
  • Marshall Investment Management first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • Marshall Investment Management's Walmart Inc position peaked at $3.75M in Q1 2026.
  • 4,407 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.