MFP
WMT icon

Meramec Financial Planners’s Walmart Inc WMT Stock Holding History

Meramec Financial Planners’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 		$580K Sell
5,189
-217
-4% -$26.9K 0.21% 58
2026
Q1 		$691K Sell
5,406
-1,685
-24% -$207K 0.27% 53
2025
Q4 		$930K Buy
+7,091
New +$761K 0.36% 44

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

Meramec Financial Planners's WMT Position: Q2 2026 in Review

Meramec Financial Planners reduced its Walmart Inc (WMT) stake by 4% in Q2 2026, selling an estimated $26.9K and leaving 5,189 shares worth $580K. The position accounts for 0.21% of the portfolio, ranked #58.

Meramec Financial Planners first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $930K in Q4 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Meramec Financial Planners held 5,189 shares of Walmart Inc worth $580K as of Q2 2026.
  • Meramec Financial Planners sold 217 Walmart Inc shares in Q2 2026, an estimated $26.9K.
  • Walmart Inc made up 0.21% of Meramec Financial Planners's portfolio in Q2 2026, its #58 holding.
  • Meramec Financial Planners first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Meramec Financial Planners's Walmart Inc position peaked at $930K in Q4 2025.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Meramec Financial Planners's 13F filing for Q2 2026, filed 29 Jul 2026.