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 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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Meredith Wealth Planning's WMT Position: Q2 2026 in Review

Meredith Wealth Planning reduced its Walmart Inc (WMT) stake by 6.1% in Q2 2026, selling an estimated $31.3K and leaving 3,906 shares worth $442K. The position accounts for 0.1% of the portfolio, ranked #51.

Meredith Wealth Planning first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $676K in Q3 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Meredith Wealth Planning held 3,906 shares of Walmart Inc worth $442K as of Q2 2026.
Meredith Wealth Planning sold 252 Walmart Inc shares in Q2 2026, an estimated $31.3K.
Walmart Inc made up 0.1% of Meredith Wealth Planning's portfolio in Q2 2026, its #51 holding.
Meredith Wealth Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Meredith Wealth Planning's Walmart Inc position peaked at $676K in Q3 2025.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Meredith Wealth Planning's 13F filing for Q2 2026, filed 24 Jul 2026.