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Meridian Wealth Partners’s Walmart Inc WMT Stock Holding History

Meridian Wealth 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
Q1 		$581K Buy
4,675
+198
+4% +$24.3K 0.08% 56
2025
Q4 		$499K Sell
4,477
-170
-4% -$18.3K 0.07% 61
2025
Q3 		$479K Sell
4,647
-157
-3% -$15.6K 0.07% 61
2025
Q2 		$470K Buy
4,804
+99
+2% +$9.43K 0.07% 67
2025
Q1 		$413K Sell
4,705
-777
-14% -$72.9K 0.07% 71
2024
Q4 		$495K Sell
5,482
-564
-9% -$48.9K 0.08% 62
2024
Q3 		$488K Sell
6,046
-463
-7% -$34K 0.08% 65
2024
Q2 		$441K Sell
6,509
-179
-3% -$11.3K 0.08% 61
2024
Q1 		$402K Buy
6,688
+1,132
+20% +$64.8K 0.07% 64
2023
Q4 		$292K Sell
5,556
-150
-3% -$7.94K 0.06% 75
2023
Q3 		$304K Buy
5,706
+84
+1% +$4.47K 0.06% 73
2023
Q2 		$295K Buy
5,622
+324
+6% +$16.3K 0.06% 69
2023
Q1 		$260K Buy
5,298
+318
+6% +$15.1K 0.06% 77
2022
Q4 		$235K Sell
4,980
-663
-12% -$31.5K 0.05% 78
2022
Q3 		$244K Buy
+5,643
New +$247K 0.06% 68
2022
Q1 		– Sell
-4,164
Closed -$201K – 92
2021
Q4 		$201K Buy
+4,164
New +$199K 0.04% 79
2021
Q2 		– Sell
-3,351
Closed -$151K – 1275
2021
Q1 		$151K Buy
3,351
+270
+9% +$12.5K 0.05% 83
2020
Q4 		$148K Hold
3,081
– – 0.06% 77
2020
Q3 		$144K Buy
3,081
+36
+1% +$1.6K 0.07% 74
2020
Q2 		$121K Sell
3,045
-18
-0.6% -$740 0.07% 80
2020
Q1 		$116K Sell
3,063
-741
-19% -$28.5K 0.07% 77
2019
Q4 		$151K Buy
+3,804
New +$151K 0.09% 73

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Meridian Wealth Partners's WMT Position: Q1 2026 in Review

Meridian Wealth Partners increased its Walmart Inc (WMT) stake by 4.4% in Q1 2026, buying an estimated $24.3K and bringing the position to 4,675 shares worth $581K. The position accounts for 0.08% of the portfolio, ranked #56.

Meridian Wealth Partners first reported a position in WMT in Q4 2019 and has held it in 22 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Meridian Wealth Partners held 4,675 shares of Walmart Inc worth $581K as of Q1 2026.
  • Meridian Wealth Partners bought 198 Walmart Inc shares in Q1 2026, an estimated $24.3K.
  • Walmart Inc made up 0.08% of Meridian Wealth Partners's portfolio in Q1 2026, its #56 holding.
  • Meridian Wealth Partners first reported a position in Walmart Inc in Q4 2019 and has held it in 22 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Meridian Wealth Partners's 13F filing for Q1 2026, filed 14 May 2026.