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 Q3	$1.22M	Buy	11,747 +2,690	+30%	+$295K	0.55%	27
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

Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return

NFP

Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return

Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return

TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return

HOWA

Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

CFA

Churchill Financial Advisors Louisville, Kentucky $511M AUM 22.69% 1-Year Est. Return

IFM Investors Melbourne, Australia $16B AUM 33.69% 1-Year Est. Return

Meriwether Wealth & Planning's WMT Position: Q3 2026 in Review

Meriwether Wealth & Planning increased its Walmart Inc (WMT) stake by 30% in Q3 2026, buying an estimated $295K and bringing the position to 11,747 shares worth $1.22M. The position accounts for 0.55% of the portfolio, ranked #27.

Meriwether Wealth & Planning first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. 1,064 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

Meriwether Wealth & Planning held 11,747 shares of Walmart Inc worth $1.22M as of Q3 2026.
Meriwether Wealth & Planning bought 2,690 Walmart Inc shares in Q3 2026, an estimated $295K.
Walmart Inc made up 0.55% of Meriwether Wealth & Planning's portfolio in Q3 2026, its #27 holding.
Meriwether Wealth & Planning first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
1,064 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Meriwether Wealth & Planning's 13F filing for Q3 2026, filed 13 Oct 2026.