Meridian Financial Partners’s Walmart Inc WMT Stock Holding History

Meridian Financial Partners’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	$509K	Sell	4,526 -936	-17%	-$116K	0.17%	78
2026 Q1	$669K	Buy	5,462 +88	+2%	+$10.8K	0.25%	70
2025 Q4	$641K	Sell	5,374 -54	-1%	-$5.8K	0.25%	66
2025 Q3	$559K	Sell	5,428 -50	-0.9%	-$4.98K	0.23%	67
2025 Q2	$536K	Hold	5,478	–	–	0.25%	66
2025 Q1	$481K	Buy	5,478 +264	+5%	+$24.8K	0.24%	65
2024 Q4	$471K	Hold	5,214	–	–	0.25%	63
2024 Q3	$421K	Buy	5,214 +331	+7%	+$24.3K	0.21%	70
2024 Q2	$346K	Buy	+4,883	New	+$307K	0.21%	64
2023 Q3	–	Sell	-5,037	Closed	-$264K	–	91
2023 Q2	$264K	Buy	+5,037	New	+$254K	0.16%	72
2022 Q3	–	Sell	-4,887	Closed	-$206K	–	87
2022 Q2	$206K	Buy	+4,887	New	+$225K	0.14%	86
2022 Q1	–	Sell	-4,890	Closed	-$235K	–	85
2021 Q4	$235K	Buy	+4,890	New	+$233K	0.16%	77

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

Meridian Financial Partners's WMT Position: Q2 2026 in Review

Meridian Financial Partners reduced its Walmart Inc (WMT) stake by 17% in Q2 2026, selling an estimated $116K and leaving 4,526 shares worth $509K. The position accounts for 0.17% of the portfolio, ranked #78.

Meridian Financial Partners first reported a position in WMT in Q4 2021 and has held it in 12 quarters since. The position peaked at $669K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Meridian Financial Partners held 4,526 shares of Walmart Inc worth $509K as of Q2 2026.
Meridian Financial Partners sold 936 Walmart Inc shares in Q2 2026, an estimated $116K.
Walmart Inc made up 0.17% of Meridian Financial Partners's portfolio in Q2 2026, its #78 holding.
Meridian Financial Partners first reported a position in Walmart Inc in Q4 2021 and has held it in 12 quarters since.
Meridian Financial Partners's Walmart Inc position peaked at $669K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Meridian Financial Partners's 13F filing for Q2 2026, filed 24 Jul 2026.