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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
Q2 		$538K Buy
4,749
+74
+2% +$9.19K 0.07% 63
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Meridian Wealth Partners increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $9.19K and bringing the position to 4,749 shares worth $538K. The position accounts for 0.07% of the portfolio, ranked #63.

Meridian Wealth Partners first reported a position in WMT in Q4 2019 and has held it in 23 quarters since. The position peaked at $581K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Meridian Wealth Partners held 4,749 shares of Walmart Inc worth $538K as of Q2 2026.
  • Meridian Wealth Partners bought 74 Walmart Inc shares in Q2 2026, an estimated $9.19K.
  • Walmart Inc made up 0.07% of Meridian Wealth Partners's portfolio in Q2 2026, its #63 holding.
  • Meridian Wealth Partners first reported a position in Walmart Inc in Q4 2019 and has held it in 23 quarters since.
  • Meridian Wealth Partners's Walmart Inc position peaked at $581K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Meridian Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.