Meadowbrook Wealth Management
WMT icon

Meadowbrook Wealth Management’s Walmart Inc WMT Stock Holding History

Meadowbrook Wealth 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
Q3 		$287K Buy
2,764
+60
+2% +$6.59K 0.3% 65
2026
Q2 		$294K Sell
2,704
-720
-21% -$89.4K 0.32% 61
2026
Q1 		$426K Sell
3,424
-325
-9% -$39.9K 0.56% 44
2025
Q4 		$418K Sell
3,749
-150
-4% -$16.1K 0.48% 43
2025
Q3 		$402K Buy
+3,899
New +$388K 0.42% 54

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Meadowbrook Wealth Management's WMT Position: Q3 2026 in Review

Meadowbrook Wealth Management increased its Walmart Inc (WMT) stake by 2.2% in Q3 2026, buying an estimated $6.59K and bringing the position to 2,764 shares worth $287K. The position accounts for 0.3% of the portfolio, ranked #65.

Meadowbrook Wealth Management first reported a position in WMT in Q3 2025 and has held it in 5 quarters since. The position peaked at $426K in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Meadowbrook Wealth Management held 2,764 shares of Walmart Inc worth $287K as of Q3 2026.
  • Meadowbrook Wealth Management bought 60 Walmart Inc shares in Q3 2026, an estimated $6.59K.
  • Walmart Inc made up 0.3% of Meadowbrook Wealth Management's portfolio in Q3 2026, its #65 holding.
  • Meadowbrook Wealth Management first reported a position in Walmart Inc in Q3 2025 and has held it in 5 quarters since.
  • Meadowbrook Wealth Management's Walmart Inc position peaked at $426K in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Meadowbrook Wealth Management's 13F filing for Q3 2026, filed 8 Oct 2026.