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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
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% -$3.83K 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

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return

Beam Wealth Advisors's WMT Position: Q2 2026 in Review

Beam Wealth Advisors increased its Walmart Inc (WMT) stake by 7.9% in Q2 2026, buying an estimated $267K and bringing the position to 29,199 shares worth $3.31M. The position accounts for 0.73% of the portfolio, ranked #37.

Beam Wealth Advisors first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $3.37M in Q1 2026. 2,104 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beam Wealth Advisors held 29,199 shares of Walmart Inc worth $3.31M as of Q2 2026.
  • Beam Wealth Advisors bought 2,148 Walmart Inc shares in Q2 2026, an estimated $267K.
  • Walmart Inc made up 0.73% of Beam Wealth Advisors's portfolio in Q2 2026, its #37 holding.
  • Beam Wealth Advisors first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Beam Wealth Advisors's Walmart Inc position peaked at $3.37M in Q1 2026.
  • 2,104 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.