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Beacon Financial Advisory’s Walmart Inc WMT Stock Holding History

Beacon Financial Advisory’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
Q1 		$1.62M Buy
13,073
+486
+4% +$59.7K 0.37% 59
2025
Q4 		$1.4M Sell
12,587
-470
-4% -$50.5K 0.32% 73
2025
Q3 		$1.35M Buy
13,057
+430
+3% +$42.8K 0.31% 82
2025
Q2 		$1.23M Buy
12,627
+259
+2% +$24.7K 0.32% 83
2025
Q1 		$1.09M Sell
12,368
-77
-0.6% -$7.22K 0.33% 87
2024
Q4 		$1.12M Buy
12,445
+188
+2% +$16.3K 0.37% 71
2024
Q3 		$990K Buy
12,257
+287
+2% +$21.1K 0.34% 83
2024
Q2 		$810K Buy
11,970
+5,918
+98% +$373K 0.3% 92
2024
Q1 		$364K Sell
6,052
-65
-1% -$3.72K 0.18% 154
2023
Q4 		$321K Buy
6,117
+210
+4% +$11.1K 0.16% 177
2023
Q3 		$315K Buy
5,907
+330
+6% +$17.6K 0.17% 159
2023
Q2 		$292K Buy
5,577
+657
+13% +$33.1K 0.17% 166
2023
Q1 		$242K Buy
4,920
+6
+0.1% +$285 0.15% 176
2022
Q4 		$232K Hold
4,914
– – 0.17% 162
2022
Q3 		$213K Sell
4,914
-2,388
-33% -$105K 0.15% 172
2022
Q2 		$296K Sell
7,302
-96
-1% -$4.43K 0.17% 162
2022
Q1 		$367K Sell
7,398
-222
-3% -$10.4K 0.18% 151
2021
Q4 		$368K Buy
7,620
+1,596
+26% +$76.2K 0.17% 156
2021
Q3 		$280K Buy
6,024
+18
+0.3% +$867 0.15% 176
2021
Q2 		$282K Buy
6,006
+3
+0% +$140 0.15% 170
2021
Q1 		$272K Buy
6,003
+936
+18% +$43.4K 0.16% 167
2020
Q4 		$243K Buy
5,067
+141
+3% +$6.85K 0.16% 166
2020
Q3 		$229K Buy
+4,926
New +$219K 0.2% 151

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beacon Financial Advisory's WMT Position: Q1 2026 in Review

Beacon Financial Advisory increased its Walmart Inc (WMT) stake by 3.9% in Q1 2026, buying an estimated $59.7K and bringing the position to 13,073 shares worth $1.62M. The position accounts for 0.37% of the portfolio, ranked #59.

Beacon Financial Advisory first reported a position in WMT in Q3 2020 and has held it in 23 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Beacon Financial Advisory held 13,073 shares of Walmart Inc worth $1.62M as of Q1 2026.
  • Beacon Financial Advisory bought 486 Walmart Inc shares in Q1 2026, an estimated $59.7K.
  • Walmart Inc made up 0.37% of Beacon Financial Advisory's portfolio in Q1 2026, its #59 holding.
  • Beacon Financial Advisory first reported a position in Walmart Inc in Q3 2020 and has held it in 23 quarters since.
  • 4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.