Beaton Management Company’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $2.29M | Buy |
18,407
+300
| +2% | +$36.8K | 1.02% | 32 |
|
|
2025
Q4 | $2.02M | Hold |
18,107
| – | – | 0.89% | 35 |
|
|
2025
Q3 | $1.87M | Hold |
18,107
| – | – | 0.85% | 36 |
|
|
2025
Q2 | $1.77M | Sell |
18,107
-450
| -2% | -$42.9K | 0.87% | 37 |
|
|
2025
Q1 | $1.63M | Hold |
18,557
| – | – | 0.85% | 34 |
|
|
2024
Q4 | $1.68M | Hold |
18,557
| – | – | 0.85% | 36 |
|
|
2024
Q3 | $1.5M | Hold |
18,557
| – | – | 0.76% | 40 |
|
|
2024
Q2 | $1.26M | Buy |
18,557
+200
| +1% | +$12.6K | 0.68% | 45 |
|
|
2024
Q1 | $1.1M | Hold |
18,357
| – | – | 0.6% | 51 |
|
|
2023
Q4 | $965K | Sell |
18,357
-198
| -1% | -$10.5K | 0.58% | 55 |
|
|
2023
Q3 | $989K | Hold |
18,555
| – | – | 0.64% | 52 |
|
|
2023
Q2 | $972K | Buy |
18,555
+30
| +0.2% | +$1.51K | 0.62% | 50 |
|
|
2023
Q1 | $911K | Sell |
18,525
-300
| -2% | -$14.2K | 0.61% | 54 |
|
|
2022
Q4 | $890K | Hold |
18,825
| – | – | 0.6% | 56 |
|
|
2022
Q3 | $814K | Hold |
18,825
| – | – | 0.62% | 52 |
|
|
2022
Q2 | $763K | Hold |
18,825
| – | – | 0.54% | 60 |
|
|
2022
Q1 | $934K | Hold |
18,825
| – | – | 0.58% | 53 |
|
|
2021
Q4 | $908K | Hold |
18,825
| – | – | 0.54% | 56 |
|
|
2021
Q3 | $875K | Hold |
18,825
| – | – | 0.58% | 54 |
|
|
2021
Q2 | $885K | Hold |
18,825
| – | – | 0.56% | 59 |
|
|
2021
Q1 | $852K | Buy |
18,825
+300
| +2% | +$13.9K | 0.59% | 53 |
|
|
2020
Q4 | $890K | Hold |
18,525
| – | – | 0.66% | 51 |
|
|
2020
Q3 | $864K | Sell |
18,525
-1,050
| -5% | -$46.7K | 0.71% | 45 |
|
|
2020
Q2 | $782K | Hold |
19,575
| – | – | 0.7% | 48 |
|
|
2020
Q1 | $741K | Hold |
19,575
| – | – | 0.74% | 51 |
|
|
2019
Q4 | $775K | Hold |
19,575
| – | – | 0.61% | 53 |
|
|
2019
Q3 | $774K | Buy |
19,575
+675
| +4% | +$25.5K | 0.63% | 52 |
|
|
2019
Q2 | $696K | Hold |
18,900
| – | – | 0.58% | 57 |
|
|
2019
Q1 | $614K | Hold |
18,900
| – | – | 0.53% | 58 |
|
|
2018
Q4 | $587K | Buy |
18,900
+3,000
| +19% | +$96.2K | 0.58% | 58 |
|
|
2018
Q3 | $498K | Buy |
15,900
+300
| +2% | +$9.18K | 0.41% | 70 |
|
|
2018
Q2 | $445K | Sell |
15,600
-600
| -4% | -$17.1K | 0.4% | 71 |
|
|
2018
Q1 | $480K | Hold |
16,200
| – | – | 0.44% | 66 |
|
|
2017
Q4 | $533K | Hold |
16,200
| – | – | 0.48% | 61 |
|
|
2017
Q3 | $422K | Hold |
16,200
| – | – | 0.4% | 69 |
|
|
2017
Q2 | $409K | Buy |
+16,200
| New | +$411K | 0.41% | 72 |
|
Other funds holding WMT
VCM
VPM
Beaton Management Company's WMT Position: Q1 2026 in Review
Beaton Management Company increased its Walmart Inc (WMT) stake by 1.7% in Q1 2026, buying an estimated $36.8K and bringing the position to 18,407 shares worth $2.29M. The position accounts for 1.02% of the portfolio, ranked #32.
Beaton Management Company first reported a position in WMT in Q2 2017 and has held it in 36 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Beaton Management Company held 18,407 shares of Walmart Inc worth $2.29M as of Q1 2026.
- Beaton Management Company bought 300 Walmart Inc shares in Q1 2026, an estimated $36.8K.
- Walmart Inc made up 1.02% of Beaton Management Company's portfolio in Q1 2026, its #32 holding.
- Beaton Management Company first reported a position in Walmart Inc in Q2 2017 and has held it in 36 quarters since.
- 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Beaton Management Company's 13F filing for Q1 2026, filed 12 May 2026.