Meritage Portfolio 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
2025
Q4
$2.35M Hold
21,080
0.16% 154
2025
Q3
$2.17M Sell
21,080
-1,950
-8% -$194K 0.14% 159
2025
Q2
$2.25M Sell
23,030
-3,116
-12% -$297K 0.14% 156
2025
Q1
$2.3M Sell
26,146
-3,068
-11% -$288K 0.15% 152
2024
Q4
$2.64M Sell
29,214
-30,191
-51% -$2.62M 0.16% 143
2024
Q3
$4.8M Hold
59,405
0.29% 110
2024
Q2
$4.02M Sell
59,405
-873
-1% -$55K 0.25% 121
2024
Q1
$3.63M Sell
60,278
-1,222
-2% -$69.9K 0.23% 131
2023
Q4
$3.23M Buy
61,500
+300
+0.5% +$15.9K 0.21% 139
2023
Q3
$3.26M Sell
61,200
-675
-1% -$35.9K 0.24% 131
2023
Q2
$3.24M Sell
61,875
-4,032
-6% -$203K 0.23% 141
2023
Q1
$3.24M Buy
65,907
+774
+1% +$36.7K 0.24% 133
2022
Q4
$3.08M Buy
65,133
+4,653
+8% +$221K 0.24% 137
2022
Q3
$2.62M Buy
60,480
+15,759
+35% +$690K 0.22% 136
2022
Q2
$1.81M Sell
44,721
-126,162
-74% -$5.82M 0.14% 171
2022
Q1
$8.48M Buy
170,883
+2,154
+1% +$101K 0.53% 54
2021
Q4
$8.14M Buy
168,729
+813
+0.5% +$38.8K 0.46% 58
2021
Q3
$7.8M Buy
167,916
+579
+0.3% +$27.9K 0.47% 57
2021
Q2
$7.87M Buy
167,337
+4,269
+3% +$199K 0.47% 60
2021
Q1
$7.38M Buy
163,068
+20,982
+15% +$972K 0.49% 58
2020
Q4
$6.83M Buy
142,086
+6,267
+5% +$304K 0.5% 54
2020
Q3
$6.33M Buy
135,819
+648
+0.5% +$28.8K 0.57% 50
2020
Q2
$5.4M Buy
135,171
+108
+0.1% +$4.44K 0.52% 51
2020
Q1
$5.12M Sell
135,063
-4,296
-3% -$165K 0.69% 37
2019
Q4
$5.52M Sell
139,359
-1,944
-1% -$77.2K 0.49% 55
2019
Q3
$5.59M Buy
141,303
+12,657
+10% +$478K 0.53% 49
2019
Q2
$4.74M Buy
128,646
+88,821
+223% +$3.06M 0.48% 69
2019
Q1
$1.29M Sell
39,825
-723
-2% -$23.4K 0.13% 144
2018
Q4
$1.26M Buy
40,548
+723
+2% +$23.2K 0.14% 142
2018
Q3
$1.25M Hold
39,825
0.11% 161
2018
Q2
$1.14M Buy
39,825
+375
+1% +$10.7K 0.11% 168
2018
Q1
$1.17M Hold
39,450
0.11% 165
2017
Q4
$1.3M Sell
39,450
-168
-0.4% -$5.14K 0.12% 159
2017
Q3
$1.03M Hold
39,618
0.1% 159
2017
Q2
$1M Sell
39,618
-18
-0% -$457 0.1% 162
2017
Q1
$952K Hold
39,636
0.1% 156
2016
Q4
$913K Buy
39,636
+84
+0.2% +$1.96K 0.1% 150
2016
Q3
$951K Hold
39,552
0.1% 147
2016
Q2
$963K Hold
39,552
0.11% 150
2016
Q1
$903K Hold
39,552
0.1% 144
2015
Q4
$809K Buy
39,552
+102
+0.3% +$2.05K 0.09% 164
2015
Q3
$853K Sell
39,450
-269,940
-87% -$6.19M 0.1% 166
2015
Q2
$7.32M Buy
309,390
+265,290
+602% +$6.76M 0.77% 22
2015
Q1
$1.21M Sell
44,100
-300
-0.7% -$8.51K 0.12% 173
2014
Q4
$1.27M Buy
44,400
+300
+0.7% +$8.11K 0.14% 171
2014
Q3
$1.12M Hold
44,100
0.13% 170
2014
Q2
$1.1M Buy
44,100
+6,000
+16% +$154K 0.12% 169
2014
Q1
$971K Sell
38,100
-75
-0.2% -$1.88K 0.12% 168
2013
Q4
$1M Buy
38,175
+72
+0.2% +$1.86K 0.12% 165
2013
Q3
$939K Hold
38,103
0.12% 169
2013
Q2
$946K Buy
+38,103
New +$977K 0.14% 165

Other funds holding WMT

Meritage Portfolio Management's WMT Position: Q4 2025 in Review

Meritage Portfolio Management held its Walmart Inc (WMT) position steady in Q4 2025 at 21,080 shares worth $2.35M. The position accounts for 0.16% of the portfolio, ranked #154.

Meritage Portfolio Management first reported a position in WMT in Q2 2013 and has held it in 51 quarters since. The position peaked at $8.48M in Q1 2022. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Meritage Portfolio Management held 21,080 shares of Walmart Inc worth $2.35M as of Q4 2025.
  • Meritage Portfolio Management left its Walmart Inc share count unchanged in Q4 2025.
  • Walmart Inc made up 0.16% of Meritage Portfolio Management's portfolio in Q4 2025, its #154 holding.
  • Meritage Portfolio Management first reported a position in Walmart Inc in Q2 2013 and has held it in 51 quarters since.
  • Meritage Portfolio Management's Walmart Inc position peaked at $8.48M in Q1 2022.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Meritage Portfolio Management's 13F filing for Q4 2025, filed 27 Jan 2026.