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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
Q2 		$1.51M Buy
13,307
+234
+2% +$29K 0.3% 77
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beacon Financial Advisory's WMT Position: Q2 2026 in Review

Beacon Financial Advisory increased its Walmart Inc (WMT) stake by 1.8% in Q2 2026, buying an estimated $29K and bringing the position to 13,307 shares worth $1.51M. The position accounts for 0.3% of the portfolio, ranked #77.

Beacon Financial Advisory first reported a position in WMT in Q3 2020 and has held it in 24 quarters since. The position peaked at $1.62M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beacon Financial Advisory held 13,307 shares of Walmart Inc worth $1.51M as of Q2 2026.
  • Beacon Financial Advisory bought 234 Walmart Inc shares in Q2 2026, an estimated $29K.
  • Walmart Inc made up 0.3% of Beacon Financial Advisory's portfolio in Q2 2026, its #77 holding.
  • Beacon Financial Advisory first reported a position in Walmart Inc in Q3 2020 and has held it in 24 quarters since.
  • Beacon Financial Advisory's Walmart Inc position peaked at $1.62M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.