Meredith Wealth Planning’s Walmart Inc WMT Stock Holding History

Meredith Wealth Planning’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	$392K	Sell	3,775 -131	-3%	-$14.4K	0.1%	58
2026 Q2	$442K	Sell	3,906 -252	-6%	-$31.3K	0.1%	51
2026 Q1	$517K	Sell	4,158 -1,422	-25%	-$175K	0.14%	46
2025 Q4	$622K	Sell	5,580 -977	-15%	-$105K	0.19%	40
2025 Q3	$676K	Hold	6,557	–	–	0.21%	38
2025 Q2	$641K	Buy	6,557 +3,929	+150%	+$374K	0.23%	36
2025 Q1	$231K	Hold	2,628	–	–	0.1%	49
2024 Q4	$237K	Buy	+2,628	New	+$228K	0.11%	47

Other funds holding WMT

State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return

JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return

Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return

State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Bank of New York Mellon New York $608B AUM 32.77% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $362B AUM 34.89% 1-Year Est. Return

Amundi Paris, France $496B AUM 35.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

Meredith Wealth Planning's WMT Position: Q3 2026 in Review

Meredith Wealth Planning reduced its Walmart Inc (WMT) stake by 3.4% in Q3 2026, selling an estimated $14.4K and leaving 3,775 shares worth $392K. The position accounts for 0.1% of the portfolio, ranked #58.

Meredith Wealth Planning first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $676K in Q3 2025. 3,288 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Meredith Wealth Planning held 3,775 shares of Walmart Inc worth $392K as of Q3 2026.
Meredith Wealth Planning sold 131 Walmart Inc shares in Q3 2026, an estimated $14.4K.
Walmart Inc made up 0.1% of Meredith Wealth Planning's portfolio in Q3 2026, its #58 holding.
Meredith Wealth Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
Meredith Wealth Planning's Walmart Inc position peaked at $676K in Q3 2025.
3,288 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Meredith Wealth Planning's 13F filing for Q3 2026, filed 14 Oct 2026.