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Beaumont Financial Advisors’s Walmart Inc WMT Stock Holding History

Beaumont Financial 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
Q1 		$2.18M Sell
17,570
-1,105
-6% -$136K 0.15% 92
2025
Q4 		$2.08M Buy
18,675
+34
+0.2% +$3.65K 0.14% 97
2025
Q3 		$1.92M Buy
18,641
+2,066
+12% +$206K 0.13% 97
2025
Q2 		$1.62M Buy
16,575
+565
+4% +$53.8K 0.12% 108
2025
Q1 		$1.41M Sell
16,010
-822
-5% -$77.1K 0.11% 121
2024
Q4 		$1.52M Buy
16,832
+4,178
+33% +$363K 0.11% 116
2024
Q3 		$1.02M Sell
12,654
-344
-3% -$25.3K 0.08% 143
2024
Q2 		$880K Buy
12,998
+415
+3% +$26.1K 0.07% 156
2024
Q1 		$757K Buy
12,583
+4,564
+57% +$261K 0.06% 166
2023
Q4 		$421K Buy
8,019
+333
+4% +$17.6K 0.04% 216
2023
Q3 		$410K Buy
7,686
+1,020
+15% +$54.3K 0.04% 200
2023
Q2 		$349K Buy
6,666
+138
+2% +$6.96K 0.03% 245
2023
Q1 		$321K Buy
6,528
+45
+0.7% +$2.14K 0.03% 236
2022
Q4 		$306K Sell
6,483
-723
-10% -$34.3K 0.03% 252
2022
Q3 		$311K Buy
7,206
+543
+8% +$23.8K 0.03% 231
2022
Q2 		$270K Sell
6,663
-201
-3% -$9.27K 0.02% 261
2022
Q1 		$341K Sell
6,864
-4,665
-40% -$219K 0.03% 264
2021
Q4 		$556K Sell
11,529
-4,500
-28% -$215K 0.04% 196
2021
Q3 		$745K Sell
16,029
-405
-2% -$19.5K 0.06% 165
2021
Q2 		$773K Buy
16,434
+609
+4% +$28.4K 0.06% 166
2021
Q1 		$717K Sell
15,825
-768
-5% -$35.6K 0.06% 167
2020
Q4 		$797K Buy
16,593
+2,937
+22% +$143K 0.07% 156
2020
Q3 		$637K Sell
13,656
-1,173
-8% -$52.2K 0.06% 177
2020
Q2 		$592K Buy
14,829
+483
+3% +$19.9K 0.06% 168
2020
Q1 		$543K Buy
14,346
+3,975
+38% +$153K 0.07% 133
2019
Q4 		$411K Buy
10,371
+2,553
+33% +$101K 0.04% 199
2019
Q3 		$309K Buy
7,818
+1,458
+23% +$55K 0.03% 213
2019
Q2 		$234K Buy
+6,360
New +$219K 0.02% 223
2016
Q2 		– Sell
-10,281
Closed -$282K – 159
2016
Q1 		$282K Buy
+10,281
New +$225K 0.05% 114
2015
Q4 		– Sell
-13,983
Closed -$331K – 150
2015
Q3 		$331K Hold
13,983
– – 0.05% 106
2015
Q2 		$331K Buy
13,983
+3,252
+30% +$82.9K 0.05% 106
2015
Q1 		$294K Sell
10,731
-207
-2% -$5.87K 0.01% 130
2014
Q4 		$313K Sell
10,938
-1,815
-14% -$49K 0.02% 134
2014
Q3 		$325K Sell
12,753
-945
-7% -$23.9K 0.02% 137
2014
Q2 		$343K Sell
13,698
-168,555
-92% -$4.33M 0.02% 140
2014
Q1 		$4.64M Buy
182,253
+172,932
+1,855% +$4.34M 0.38% 59
2013
Q4 		$244K Buy
9,321
+279
+3% +$7.21K 0.02% 131
2013
Q3 		$223K Buy
9,042
+57
+0.6% +$1.44K 0.02% 133
2013
Q2 		$223K Buy
+8,985
New +$230K 0.02% 140

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beaumont Financial Advisors's WMT Position: Q1 2026 in Review

Beaumont Financial Advisors reduced its Walmart Inc (WMT) stake by 5.9% in Q1 2026, selling an estimated $136K and leaving 17,570 shares worth $2.18M. The position accounts for 0.15% of the portfolio, ranked #92.

Beaumont Financial Advisors first reported a position in WMT in Q2 2013 and has held it in 39 quarters since. The position peaked at $4.64M in Q1 2014. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Beaumont Financial Advisors held 17,570 shares of Walmart Inc worth $2.18M as of Q1 2026.
  • Beaumont Financial Advisors sold 1,105 Walmart Inc shares in Q1 2026, an estimated $136K.
  • Walmart Inc made up 0.15% of Beaumont Financial Advisors's portfolio in Q1 2026, its #92 holding.
  • Beaumont Financial Advisors first reported a position in Walmart Inc in Q2 2013 and has held it in 39 quarters since.
  • Beaumont Financial Advisors's Walmart Inc position peaked at $4.64M in Q1 2014.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Beaumont Financial Advisors's 13F filing for Q1 2026, filed 5 May 2026.