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Beaumont Asset Management’s Walmart Inc WMT Stock Holding History

Beaumont Asset 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 		$2.5M Sell
22,111
-57
-0.3% -$7.08K 0.97% 25
2026
Q1 		$2.76M Sell
22,168
-61
-0.3% -$7.49K 1.24% 18
2025
Q4 		$2.48M Sell
22,229
-457
-2% -$49.1K 1.24% 16
2025
Q3 		$2.34M Sell
22,686
-501
-2% -$49.9K 1.18% 19
2025
Q2 		$2.27M Sell
23,187
-128
-0.5% -$12.2K 1.22% 17
2025
Q1 		$2.05M Sell
23,315
-2,524
-10% -$237K 1.24% 16
2024
Q4 		$2.33M Sell
25,839
-699
-3% -$60.7K 1.35% 16
2024
Q3 		$2.14M Buy
26,538
+916
+4% +$67.3K 1.25% 17
2024
Q2 		$1.73M Buy
25,622
+50
+0.2% +$3.15K 1.11% 19
2024
Q1 		$1.54M Buy
25,572
+597
+2% +$34.2K 1.02% 18
2023
Q4 		$1.31M Buy
24,975
+27
+0.1% +$1.43K 0.92% 21
2023
Q3 		$1.33M Buy
24,948
+771
+3% +$41K 1.09% 17
2023
Q2 		$1.27M Buy
24,177
+96
+0.4% +$4.84K 0.96% 23
2023
Q1 		$1.18M Sell
24,081
-2,076
-8% -$98.5K 0.87% 25
2022
Q4 		$1.24M Buy
26,157
+558
+2% +$26.5K 0.91% 26
2022
Q3 		$1.11M Buy
25,599
+33
+0.1% +$1.45K 0.88% 24
2022
Q2 		$1.04M Buy
25,566
+138
+0.5% +$6.36K 0.78% 30
2022
Q1 		$1.26M Buy
25,428
+1,392
+6% +$65.3K 0.85% 26
2021
Q4 		$1.16M Buy
24,036
+1,485
+7% +$70.9K 0.77% 25
2021
Q3 		$1.05M Sell
22,551
-126
-0.6% -$6.07K 0.78% 25
2021
Q2 		$1.07M Buy
22,677
+1,353
+6% +$63K 0.82% 22
2021
Q1 		$965K Buy
21,324
+441
+2% +$20.4K 0.81% 24
2020
Q4 		$1M Buy
20,883
+354
+2% +$17.2K 0.9% 23
2020
Q3 		$957K Sell
20,529
-330
-2% -$14.7K 0.96% 23
2020
Q2 		$832K Buy
20,859
+654
+3% +$26.9K 0.87% 25
2020
Q1 		$765K Sell
20,205
-2,235
-10% -$86K 0.92% 29
2019
Q4 		$888K Buy
+22,440
New +$891K 0.85% 38

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
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
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
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
HOWA
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $340M AUM 29.73% 1-Year Est. Return

Beaumont Asset Management's WMT Position: Q2 2026 in Review

Beaumont Asset Management reduced its Walmart Inc (WMT) stake by 0.26% in Q2 2026, selling an estimated $7.08K and leaving 22,111 shares worth $2.5M. The position accounts for 0.97% of the portfolio, ranked #25.

Beaumont Asset Management first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.76M in Q1 2026. 1,244 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beaumont Asset Management held 22,111 shares of Walmart Inc worth $2.5M as of Q2 2026.
  • Beaumont Asset Management sold 57 Walmart Inc shares in Q2 2026, an estimated $7.08K.
  • Walmart Inc made up 0.97% of Beaumont Asset Management's portfolio in Q2 2026, its #25 holding.
  • Beaumont Asset Management first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Beaumont Asset Management's Walmart Inc position peaked at $2.76M in Q1 2026.
  • 1,244 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beaumont Asset Management's 13F filing for Q2 2026, filed 22 Jul 2026.