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Marsico Capital Management’s Walmart Inc WMT Stock Holding History

Marsico Capital 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 		$236K Hold
1,899
– – 0.01% 65
2025
Q4 		$212K Buy
+1,899
New +$204K 0.01% 75
2013
Q3 		– Sell
-5,998,845
Closed -$149M – 120
2013
Q2 		$149M Buy
+5,998,845
New +$154M 0.94% 39

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

Marsico Capital Management's WMT Position: Q1 2026 in Review

Marsico Capital Management held its Walmart Inc (WMT) position steady in Q1 2026 at 1,899 shares worth $236K. The position accounts for 0.01% of the portfolio, ranked #65.

Marsico Capital Management first reported a position in WMT in Q2 2013 and has held it in 3 quarters since. The position peaked at $149M in Q2 2013. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Marsico Capital Management held 1,899 shares of Walmart Inc worth $236K as of Q1 2026.
  • Marsico Capital Management left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.01% of Marsico Capital Management's portfolio in Q1 2026, its #65 holding.
  • Marsico Capital Management first reported a position in Walmart Inc in Q2 2013 and has held it in 3 quarters since.
  • Marsico Capital Management's Walmart Inc position peaked at $149M in Q2 2013.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Marsico Capital Management's 13F filing for Q1 2026, filed 13 May 2026.