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Meriwether Wealth & Planning’s Walmart Inc WMT Stock Holding History

Meriwether Wealth & Planning’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 		$1.03M Buy
9,057
+2,547
+39% +$316K 0.51% 35
2026
Q1 		$809K Buy
6,510
+85
+1% +$10.4K 0.44% 47
2025
Q4 		$716K Buy
6,425
+961
+18% +$103K 0.4% 49
2025
Q3 		$563K Buy
5,464
+16
+0.3% +$1.59K 0.33% 56
2025
Q2 		$533K Sell
5,448
-1
-0% -$95 0.33% 58
2025
Q1 		$478K Sell
5,449
-1,154
-17% -$108K 0.31% 61
2024
Q4 		$597K Buy
+6,603
New +$573K 0.42% 51

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Meriwether Wealth & Planning's WMT Position: Q2 2026 in Review

Meriwether Wealth & Planning increased its Walmart Inc (WMT) stake by 39% in Q2 2026, buying an estimated $316K and bringing the position to 9,057 shares worth $1.03M. The position accounts for 0.51% of the portfolio, ranked #35.

Meriwether Wealth & Planning first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Meriwether Wealth & Planning held 9,057 shares of Walmart Inc worth $1.03M as of Q2 2026.
  • Meriwether Wealth & Planning bought 2,547 Walmart Inc shares in Q2 2026, an estimated $316K.
  • Walmart Inc made up 0.51% of Meriwether Wealth & Planning's portfolio in Q2 2026, its #35 holding.
  • Meriwether Wealth & Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q2 2026, filed 8 Jul 2026.