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Beaird Harris Wealth Management’s Walmart Inc WMT Stock Holding History

Beaird Harris Wealth Management’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 		$456K Sell
4,028
-311
-7% -$38.6K 0.03% 102
2026
Q1 		$539K Sell
4,339
-198
-4% -$24.3K 0.04% 88
2025
Q4 		$505K Buy
4,537
+230
+5% +$24.7K 0.03% 91
2025
Q3 		$444K Buy
4,307
+61
+1% +$6.07K 0.03% 98
2025
Q2 		$415K Sell
4,246
-44
-1% -$4.19K 0.03% 100
2025
Q1 		$377K Buy
4,290
+12
+0.3% +$1.13K 0.03% 94
2024
Q4 		$387K Hold
4,278
– – 0.03% 97
2024
Q3 		$345K Buy
4,278
+1,552
+57% +$114K 0.03% 105
2024
Q2 		$185K Buy
2,726
+843
+45% +$53.1K 0.02% 128
2024
Q1 		$113K Buy
1,883
+416
+28% +$23.8K 0.01% 150
2023
Q4 		$77K Buy
1,467
+63
+4% +$3.33K 0.01% 159
2023
Q3 		$74.8K Buy
1,404
+75
+6% +$3.99K 0.01% 140
2023
Q2 		$69.6K Hold
1,329
– – 0.01% 149
2023
Q1 		$65.3K Sell
1,329
-864
-39% -$41K 0.01% 156
2022
Q4 		$104K Buy
2,193
+702
+47% +$33.3K 0.02% 129
2022
Q3 		$65K Buy
1,491
+333
+29% +$14.6K 0.01% 145
2022
Q2 		$47K Buy
1,158
+375
+48% +$17.3K 0.01% 138
2022
Q1 		$39K Sell
783
-6,045
-89% -$284K 0.01% 205
2021
Q4 		$329K Buy
+6,828
New +$326K 0.12% 83

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Beaird Harris Wealth Management's WMT Position: Q2 2026 in Review

Beaird Harris Wealth Management reduced its Walmart Inc (WMT) stake by 7.2% in Q2 2026, selling an estimated $38.6K and leaving 4,028 shares worth $456K. The position accounts for 0.03% of the portfolio, ranked #102.

Beaird Harris Wealth Management first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $539K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beaird Harris Wealth Management held 4,028 shares of Walmart Inc worth $456K as of Q2 2026.
  • Beaird Harris Wealth Management sold 311 Walmart Inc shares in Q2 2026, an estimated $38.6K.
  • Walmart Inc made up 0.03% of Beaird Harris Wealth Management's portfolio in Q2 2026, its #102 holding.
  • Beaird Harris Wealth Management first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Beaird Harris Wealth Management's Walmart Inc position peaked at $539K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beaird Harris Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.