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Beacon Investment Advisors’s Walmart Inc WMT Stock Holding History

Beacon Investment Advisors’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 		$4.5M Sell
36,240
-468
-1% -$57.5K 1.7% 12
2025
Q4 		$4.09M Sell
36,708
-459
-1% -$49.3K 1.64% 14
2025
Q3 		$3.83M Buy
37,167
+320
+0.9% +$31.9K 1.57% 15
2025
Q2 		$3.58M Buy
36,847
+157
+0.4% +$15K 1.55% 17
2025
Q1 		$3.22M Buy
36,690
+99
+0.3% +$9.29K 1.52% 14
2024
Q4 		$3.31M Buy
36,591
+570
+2% +$49.5K 1.55% 14
2024
Q3 		$2.91M Buy
36,021
+68
+0.2% +$4.99K 1.38% 17
2024
Q2 		$2.43M Buy
35,953
+180
+0.5% +$11.3K 1.25% 21
2024
Q1 		$2.15M Buy
35,773
+934
+3% +$53.4K 1.23% 22
2023
Q4 		$1.83M Sell
34,839
-855
-2% -$45.2K 1.17% 24
2023
Q3 		$1.9M Buy
35,694
+255
+0.7% +$13.6K 1.35% 20
2023
Q2 		$1.86M Sell
35,439
-441
-1% -$22.2K 1.27% 19
2023
Q1 		$1.76M Buy
35,880
+105
+0.3% +$4.98K 1.29% 22
2022
Q4 		$1.69M Buy
+35,775
New +$1.7M 1.41% 18

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 Investment Advisors's WMT Position: Q1 2026 in Review

Beacon Investment Advisors reduced its Walmart Inc (WMT) stake by 1.3% in Q1 2026, selling an estimated $57.5K and leaving 36,240 shares worth $4.5M. The position accounts for 1.7% of the portfolio, ranked #12.

Beacon Investment Advisors first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Beacon Investment Advisors held 36,240 shares of Walmart Inc worth $4.5M as of Q1 2026.
  • Beacon Investment Advisors sold 468 Walmart Inc shares in Q1 2026, an estimated $57.5K.
  • Walmart Inc made up 1.7% of Beacon Investment Advisors's portfolio in Q1 2026, its #12 holding.
  • Beacon Investment Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Beacon Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.