Meredith Wealth Planning WMT — WALMART INC

Ownership history in Meredith Wealth Planning  ·  6 quarters on record

AI Ownership Summary

Meredith Wealth Planning reported WALMART INC (WMT) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q1. Peak portfolio weight reached 0.23% in 2025 Q2. The latest visible filing shows WMT at 0.14% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this WMT ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Meredith Wealth Planning's position in WALMART INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

WMT was reported at 0.14% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.23% in 2025 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

WMT stock page Meredith Wealth Planning fund profile Meredith Wealth Planning full holdings
How Meredith Wealth Planning held WMT — position size vs. price
% of Fund (quarterly)    WMT price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED — — — 4,158 -1,422 -25.5% 0.14% $517K 2026-04-27 $127.59
2025 Q4 REDUCED 14.9% +11.8% ❌ 5,580 -977 -14.9% 0.19% $622K 2026-01-16 $119.45
2025 Q3 UNCHANGED — — — 6,557 — 0% 0.21% $676K 2025-10-21 $105.79
2025 Q2 ADDED — — — 6,557 +3,929 +149.5% 0.23% $641K 2025-07-16 $94.54
2025 Q1 UNCHANGED — — — 2,628 — 0% 0.10% $231K 2025-05-08 $96.57
2024 Q4 INITIATED — — — 2,628 — — 0.11% $237K 2025-01-31 $97.03

🏢 Other funds also holding WMT

As of 2026 Q1 — sorted by position size

Narus Financial Partners, LLC 3Y 7Y 43.9% HERITAGE OAK WEALTH ADVISORS LLC 42.99% Churchill Financial Advisors, LLC 26.13% Uniting Wealth Partners, LLC 21.24% FLP Wealth Management, LLC 11.39% TLW Wealth Management, LLC 3Y 7Y 10.87% FOURPATH CAPITAL MANAGEMENT, LLC 3Y 9.24% Walker Asset Management, LLC 3Y 8.79% Investment Management Trust, LLC 6.99% R.H. Investment Group, LLC 6.17%

FAQ About Meredith Wealth Planning and WMT

These are the practical questions this page is built to answer before you even open the full history table.

How long has Meredith Wealth Planning reported owning WMT?

Meredith Wealth Planning reported WMT across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q1.

What was the largest reported WMT position in Meredith Wealth Planning's portfolio?

The largest reported portfolio weight for WMT was 0.23% in 2025 Q2.

What is the latest reported WMT position on this page?

The most recent filing on this page is 2026 Q1, when Meredith Wealth Planning reported 4,158 shares, equal to 0.14% of portfolio, with an estimated market value of $517K.

What does the chart on this WMT ownership page compare?

The chart compares Meredith Wealth Planning's quarterly WMT portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Meredith Wealth Planning time their WMT position?

Based on 13F filing dates vs. subsequent WMT price moves, Meredith Wealth Planning correctly timed 1 out of 3 reported position changes (33%). The annualised alpha on WMT relative to SPY over the holding period was +7.3%.

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