Meridian Wealth Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $21.6M | Buy |
173,985
+8,923
| +5% | +$1.1M | 0.76% | 25 |
|
|
2025
Q4 | $18.4M | Buy |
165,062
+11,190
| +7% | +$1.2M | 0.65% | 31 |
|
|
2025
Q3 | $15.9M | Buy |
153,872
+6,080
| +4% | +$605K | 0.61% | 31 |
|
|
2025
Q2 | $14.5M | Sell |
147,792
-12,282
| -8% | -$1.17M | 0.62% | 27 |
|
|
2025
Q1 | $14.1M | Buy |
160,074
+8,845
| +6% | +$830K | 0.68% | 24 |
|
|
2024
Q4 | $13.7M | Buy |
151,229
+6,780
| +5% | +$588K | 0.65% | 24 |
|
|
2024
Q3 | $11.7M | Buy |
+144,449
| New | +$10.6M | 0.57% | 34 |
|
|
2024
Q1 | – | Sell |
-141,330
| Closed | -$7.43M | – | 576 |
|
|
2023
Q4 | $7.43M | Buy |
141,330
+59,667
| +73% | +$3.16M | 0.47% | 42 |
|
|
2023
Q3 | $4.35M | Sell |
81,663
-1,836
| -2% | -$97.7K | 0.27% | 79 |
|
|
2023
Q2 | $4.37M | Sell |
83,499
-12,360
| -13% | -$624K | 0.37% | 55 |
|
|
2023
Q1 | $4.71M | Buy |
95,859
+1,125
| +1% | +$53.4K | 0.41% | 48 |
|
|
2022
Q4 | $4.48M | Buy |
94,734
+18,330
| +24% | +$870K | 0.44% | 49 |
|
|
2022
Q3 | $3.3M | Buy |
76,404
+10,068
| +15% | +$441K | 0.36% | 62 |
|
|
2022
Q2 | $2.69M | Buy |
66,336
+13,878
| +26% | +$640K | 0.22% | 116 |
|
|
2022
Q1 | $2.6M | Sell |
52,458
-747
| -1% | -$35.1K | 0.28% | 81 |
|
|
2021
Q4 | $2.57M | Buy |
53,205
+1,254
| +2% | +$59.9K | 0.27% | 82 |
|
|
2021
Q3 | $2.41M | Buy |
51,951
+1,977
| +4% | +$95.2K | 0.3% | 76 |
|
|
2021
Q2 | $2.35M | Sell |
49,974
-3,990
| -7% | -$186K | 0.3% | 72 |
|
|
2021
Q1 | $2.44M | Sell |
53,964
-16,386
| -23% | -$759K | 0.36% | 58 |
|
|
2020
Q4 | $3.38M | Buy |
70,350
+26,883
| +62% | +$1.31M | 0.54% | 39 |
|
|
2020
Q3 | $2.03M | Buy |
43,467
+10,569
| +32% | +$470K | 0.5% | 43 |
|
|
2020
Q2 | $1.31M | Buy |
32,898
+13,788
| +72% | +$567K | 0.44% | 50 |
|
|
2020
Q1 | $723K | Buy |
19,110
+9,225
| +93% | +$355K | 0.32% | 69 |
|
|
2019
Q4 | $391K | Buy |
9,885
+1,260
| +15% | +$50K | 0.19% | 116 |
|
|
2019
Q3 | $341K | Buy |
8,625
+1,659
| +24% | +$62.6K | 0.16% | 130 |
|
|
2019
Q2 | $2.57K | Buy |
6,966
+18
| +0.3% | +$620 | 0.1% | 172 |
|
|
2019
Q1 | $226K | Sell |
6,948
-765
| -10% | -$24.8K | 0.1% | 170 |
|
|
2018
Q4 | $240K | Buy |
+7,713
| New | +$247K | 0.14% | 137 |
|
|
2018
Q3 | – | Sell |
-8,682
| Closed | -$248K | – | 206 |
|
|
2018
Q2 | $248K | Sell |
8,682
-10,410
| -55% | -$296K | 0.12% | 153 |
|
|
2018
Q1 | $566K | Buy |
+19,092
| New | +$614K | 0.28% | 72 |
|
Other funds holding WMT
VCM
VPM
Meridian Wealth Management's WMT Position: Q1 2026 in Review
Meridian Wealth Management increased its Walmart Inc (WMT) stake by 5.4% in Q1 2026, buying an estimated $1.1M and bringing the position to 173,985 shares worth $21.6M. The position accounts for 0.76% of the portfolio, ranked #25.
Meridian Wealth Management first reported a position in WMT in Q1 2018 and has held it in 30 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Meridian Wealth Management held 173,985 shares of Walmart Inc worth $21.6M as of Q1 2026.
- Meridian Wealth Management bought 8,923 Walmart Inc shares in Q1 2026, an estimated $1.1M.
- Walmart Inc made up 0.76% of Meridian Wealth Management's portfolio in Q1 2026, its #25 holding.
- Meridian Wealth Management first reported a position in Walmart Inc in Q1 2018 and has held it in 30 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Meridian Wealth Management's 13F filing for Q1 2026, filed 6 May 2026.