Meriwether Wealth & Planning, LLC
- SEC CIK
- 0002055554
- Latest filing
- Jul 8, 2026
WMT holding history
Walmart Inc. in every 13F filed by Meriwether Wealth & Planning, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
WMT overviewAll 13F holders of WMTFull Q2 2026 holdings
- Shares (Q2 2026)
- 9,057
- Value
- $1.03M
- % of portfolio
- 0.5%
- Quarters held
- 7
- Since Q4 2024
| Quarter | Shares | Value | % of portfolio | Share change | Action | All holders |
|---|---|---|---|---|---|---|
| Q2 2026 | 9,057 | $1.03M | 0.5% | +2,547+39.1% | Added | Holders |
| Q1 2026 | 6,510 | $809.1K | 0.4% | +85+1.3% | Added | Holders |
| Q4 2025 | 6,425 | $715.8K | 0.4% | +961+17.6% | Added | Holders |
| Q3 2025 | 5,464 | $563.1K | 0.3% | +16+0.3% | Added | Holders |
| Q2 2025 | 5,448 | $532.7K | 0.3% | −10.0% | Reduced | Holders |
| Q1 2025 | 5,449 | $478.4K | 0.3% | −1,154−17.5% | Reduced | Holders |
| Q4 2024 | 6,603 | $596.6K | 0.4% | – | No prior filing | Holders |