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Scott Marsh Financial’s Walmart Inc WMT Stock Holding History

Scott Marsh Financial’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
2025
Q2 		$517K Buy
+5,290
New +$504K 0.19% 153

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Scott Marsh Financial's WMT Position: Q2 2025 in Review

Scott Marsh Financial opened a new position in Walmart Inc (WMT) in Q2 2025: 5,290 shares worth $517K. The stake represents 0.19% of the portfolio and ranks #153 among its holdings.

3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Scott Marsh Financial held 5,290 shares of Walmart Inc worth $517K as of Q2 2025.
  • Walmart Inc was a new Scott Marsh Financial position in Q2 2025.
  • Walmart Inc made up 0.19% of Scott Marsh Financial's portfolio in Q2 2025, its #153 holding.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Scott Marsh Financial's 13F filing for Q2 2025, filed 14 Aug 2025.