Meritas Wealth Management’s Walmart Inc WMT Stock Holding History

Meritas Wealth Management’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	$703K	Hold	6,205	–	–	0.27%	31
2026 Q1	$771K	Hold	6,205	–	–	0.35%	28
2025 Q4	$691K	Sell	6,205 -297	-5%	-$31.9K	0.33%	30
2025 Q3	$670K	Sell	6,502 -250	-4%	-$24.9K	0.33%	32
2025 Q2	$660K	Hold	6,752	–	–	0.36%	31
2025 Q1	$593K	Hold	6,752	–	–	0.35%	31
2024 Q4	$610K	Sell	6,752 -300	-4%	-$26K	0.37%	28
2024 Q3	$569K	Buy	7,052 +300	+4%	+$22K	0.35%	29
2024 Q2	$457K	Sell	6,752 -774	-10%	-$48.7K	0.32%	31
2024 Q1	$453K	Buy	7,526 +590	+9%	+$33.8K	0.32%	31
2023 Q4	$364K	Hold	6,936	–	–	0.27%	32
2023 Q3	$370K	Sell	6,936 -990	-12%	-$52.7K	0.28%	30
2023 Q2	$415K	Hold	7,926	–	–	0.31%	30
2023 Q1	$390K	Hold	7,926	–	–	0.31%	30
2022 Q4	$375K	Buy	+7,926	New	+$376K	0.31%	34

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

Meritas Wealth Management's WMT Position: Q2 2026 in Review

Meritas Wealth Management held its Walmart Inc (WMT) position steady in Q2 2026 at 6,205 shares worth $703K. The position accounts for 0.27% of the portfolio, ranked #31.

Meritas Wealth Management first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $771K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Meritas Wealth Management held 6,205 shares of Walmart Inc worth $703K as of Q2 2026.
Meritas Wealth Management left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.27% of Meritas Wealth Management's portfolio in Q2 2026, its #31 holding.
Meritas Wealth Management first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
Meritas Wealth Management's Walmart Inc position peaked at $771K in Q1 2026.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Meritas Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.