Beam Wealth Advisors
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Beam Wealth Advisors’s Walmart Inc WMT Stock Holding History

Beam Wealth 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
Q3 		$2.95M Sell
28,355
-844
-3% -$92.7K 0.64% 39
2026
Q2 		$3.31M Buy
29,199
+2,148
+8% +$267K 0.73% 37
2026
Q1 		$3.37M Buy
27,051
+1,352
+5% +$166K 0.84% 29
2025
Q4 		$2.86M Buy
25,699
+1,247
+5% +$134K 0.79% 37
2025
Q3 		$2.52M Sell
24,452
-1,556
-6% -$155K 0.69% 42
2025
Q2 		$2.54M Buy
26,008
+486
+2% +$46.3K 0.76% 34
2025
Q1 		$2.24M Sell
25,522
-820
-3% -$76.9K 0.76% 35
2024
Q4 		$2.38M Sell
26,342
-1,562
-6% -$136K 0.75% 35
2024
Q3 		$2.25M Sell
27,904
-830
-3% -$61K 0.68% 33
2024
Q2 		$1.95M Buy
28,734
+8,017
+39% +$505K 0.65% 34
2024
Q1 		$1.25M Sell
20,717
-388
-2% -$22.2K 0.75% 33
2023
Q4 		$1.11M Sell
21,105
-405
-2% -$21.4K 0.7% 36
2023
Q3 		$1.15M Sell
21,510
-123
-0.6% -$6.54K 0.82% 34
2023
Q2 		$1.13M Sell
21,633
-75
-0.3% -$3.78K 0.79% 31
2023
Q1 		$1.07M Sell
21,708
-21
-0.1% -$997 1.07% 32
2022
Q4 		$1.03M Sell
21,729
-78
-0.4% -$3.7K 1.07% 32
2022
Q3 		$943K Sell
21,807
-6
-0% -$263 1.05% 34
2022
Q2 		$884K Buy
21,813
+48
+0.2% +$2.21K 0.98% 35
2022
Q1 		$1.08M Buy
21,765
+4,206
+24% +$197K 1.24% 25
2021
Q4 		$847K Sell
17,559
-1,467
-8% -$70K 0.97% 35
2021
Q3 		$884K Buy
19,026
+10,281
+118% +$495K 0.76% 40
2021
Q2 		$411K Buy
8,745
+438
+5% +$20.4K 0.35% 85
2021
Q1 		$376K Sell
8,307
-69
-0.8% -$3.2K 0.34% 88
2020
Q4 		$403K Sell
8,376
-3,363
-29% -$163K 0.38% 80
2020
Q3 		$548K Buy
11,739
+381
+3% +$16.9K 0.51% 59
2020
Q2 		$450K Sell
11,358
-93
-0.8% -$3.82K 0.45% 67
2020
Q1 		$434K Buy
11,451
+315
+3% +$12.1K 0.43% 76
2019
Q4 		$441K Buy
+11,136
New +$442K 0.41% 79

Other funds holding WMT

BlackRock
BlackRock New York $6.79T AUM 37.06% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.27T AUM 50.62% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.21T AUM
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.84T AUM 33.86% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $348B AUM 26.9% 1-Year Est. Return
State Farm Mutual Automobile Insurance
State Farm Mutual Automobile Insurance Bloomington, Illinois $142B AUM 43.93% 1-Year Est. Return

Beam Wealth Advisors's WMT Position: Q3 2026 in Review

Beam Wealth Advisors reduced its Walmart Inc (WMT) stake by 2.9% in Q3 2026, selling an estimated $92.7K and leaving 28,355 shares worth $2.95M. The position accounts for 0.64% of the portfolio, ranked #39.

Beam Wealth Advisors first reported a position in WMT in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.37M in Q1 2026. 3,848 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Beam Wealth Advisors held 28,355 shares of Walmart Inc worth $2.95M as of Q3 2026.
  • Beam Wealth Advisors sold 844 Walmart Inc shares in Q3 2026, an estimated $92.7K.
  • Walmart Inc made up 0.64% of Beam Wealth Advisors's portfolio in Q3 2026, its #39 holding.
  • Beam Wealth Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 28 quarters since.
  • Beam Wealth Advisors's Walmart Inc position peaked at $3.37M in Q1 2026.
  • 3,848 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.