Marshall Wace
WMT icon

Marshall Wace’s Walmart Inc WMT Stock Holding History

Marshall Wace’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 		$24.5M Buy
+216,000
New +$26.8M 0.02% 637
2025
Q4 		– Sell
-4,500
Closed -$464K – 3541
2025
Q3 		$464K Sell
4,500
-402,700
-99% -$40.1M ﹤0.01% 2261
2025
Q2 		$39.8M Buy
+407,200
New +$38.8M 0.04% 356
2025
Q1 		– Sell
-3,700
Closed -$334K – 3141
2024
Q4 		$334K Buy
+3,700
New +$321K ﹤0.01% 2199
2024
Q2 		– Sell
-271,300
Closed -$16.2M – 3017
2024
Q1 		$16.2M Sell
271,300
-2,445,800
-90% -$140M 0.02% 588
2023
Q4 		$143M Buy
2,717,100
+2,543,400
+1,464% +$135M 0.24% 72
2023
Q3 		$9.26M Sell
173,700
-377,400
-68% -$20.1M 0.02% 673
2023
Q2 		$28.9M Buy
551,100
+83,100
+18% +$4.19M 0.06% 359
2023
Q1 		$23M Sell
468,000
-662,400
-59% -$31.4M 0.05% 418
2022
Q4 		$53.4M Sell
1,130,400
-234,300
-17% -$11.1M 0.12% 185
2022
Q3 		$59M Sell
1,364,700
-726,000
-35% -$31.8M 0.13% 161
2022
Q2 		$84.7M Sell
2,090,700
-3,813,600
-65% -$176M 0.17% 124
2022
Q1 		$293M Buy
5,904,300
+5,757,900
+3,933% +$270M 0.56% 19
2021
Q4 		$7.06M Sell
146,400
-192,900
-57% -$9.21M 0.01% 1126
2021
Q3 		$15.8M Buy
339,300
+334,800
+7,440% +$16.1M 0.07% 342
2021
Q2 		$211K Sell
4,500
-129,300
-97% -$6.02M ﹤0.01% 2429
2021
Q1 		$6.06M Buy
+133,800
New +$6.2M 0.03% 721

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 Wace's WMT Position: Q2 2026 in Review

Marshall Wace increased its Walmart Inc (WMT) stake by 24% in Q2 2026, buying an estimated $63.2M and bringing the position to 2,627,039 shares worth $298M. The position accounts for 0.23% of the portfolio, ranked #56.

Marshall Wace first reported a position in WMT in Q2 2013 and has held it in 37 quarters since. The position peaked at $990M in Q4 2025. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Marshall Wace held 2,627,039 shares of Walmart Inc worth $298M as of Q2 2026.
  • Marshall Wace bought 509,383 Walmart Inc shares in Q2 2026, an estimated $63.2M.
  • Walmart Inc made up 0.23% of Marshall Wace's portfolio in Q2 2026, its #56 holding.
  • Marshall Wace first reported a position in Walmart Inc in Q2 2013 and has held it in 37 quarters since.
  • Marshall Wace's Walmart Inc position peaked at $990M in Q4 2025.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Marshall Wace's 13F filing for Q2 2026, filed 13 Aug 2026.