Beck Mack & Oliver’s Walmart Inc WMT Stock Holding History

Beck Mack & Oliver’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	$35.9M	Sell	289,097 -4,200	-1%	-$516K	0.74%	34
2025 Q4	$32.7M	Sell	293,297 -5,210	-2%	-$559K	0.59%	38
2025 Q3	$30.8M	Sell	298,507 -2,200	-0.7%	-$219K	0.56%	38
2025 Q2	$29.4M	Sell	300,707 -4,919	-2%	-$469K	0.56%	36
2025 Q1	$26.8M	Sell	305,626 -7,758	-2%	-$728K	0.54%	40
2024 Q4	$28.3M	Sell	313,384 -4,576	-1%	-$397K	0.52%	40
2024 Q3	$25.7M	Sell	317,960 -11,152	-3%	-$819K	0.5%	40
2024 Q2	$22.3M	Sell	329,112 -1,750	-0.5%	-$110K	0.46%	41
2024 Q1	$19.9M	Sell	330,862 -9,080	-3%	-$520K	0.4%	44
2023 Q4	$17.9M	Sell	339,942 -3,426	-1%	-$181K	0.42%	45
2023 Q3	$18.3M	Sell	343,368 -2,700	-0.8%	-$144K	0.48%	43
2023 Q2	$18.1M	Sell	346,068 -6,825	-2%	-$344K	0.47%	44
2023 Q1	$17.3M	Sell	352,893 -7,650	-2%	-$363K	0.5%	42
2022 Q4	$17M	Hold	360,543	–	–	0.5%	44
2022 Q3	$15.6M	Sell	360,543 -1,800	-0.5%	-$78.9K	0.5%	44
2022 Q2	$14.7M	Sell	362,343 -6,639	-2%	-$306K	0.44%	51
2022 Q1	$18.3M	Sell	368,982 -3,813	-1%	-$179K	0.46%	45
2021 Q4	$18M	Sell	372,795 -600	-0.2%	-$28.6K	0.43%	43
2021 Q3	$17.3M	Sell	373,395 -4,875	-1%	-$235K	0.45%	43
2021 Q2	$17.8M	Sell	378,270 -8,175	-2%	-$381K	0.47%	44
2021 Q1	$17.5M	Sell	386,445 -9,000	-2%	-$417K	0.54%	43
2020 Q4	$19M	Sell	395,445 -4,500	-1%	-$219K	0.63%	42
2020 Q3	$18.7M	Sell	399,945 -1,200	-0.3%	-$53.4K	0.69%	39
2020 Q2	$16M	Sell	401,145 -9,081	-2%	-$374K	0.6%	40
2020 Q1	$15.5M	Sell	410,226 -9,780	-2%	-$376K	0.69%	38
2019 Q4	$16.6M	Sell	420,006 -8,250	-2%	-$328K	0.55%	45
2019 Q3	$16.9M	Sell	428,256 -4,050	-0.9%	-$153K	0.6%	43
2019 Q2	$15.9M	Sell	432,306 -14,850	-3%	-$512K	0.56%	44
2019 Q1	$14.5M	Sell	447,156 -7,446	-2%	-$241K	0.52%	48
2018 Q4	$14.1M	Sell	454,602 -25,734	-5%	-$825K	0.57%	46
2018 Q3	$15M	Sell	480,336 -14,505	-3%	-$444K	0.48%	48
2018 Q2	$14.1M	Sell	494,841 -13,083	-3%	-$372K	0.47%	48
2018 Q1	$15.1M	Sell	507,924 -1,767	-0.3%	-$56.8K	0.51%	47
2017 Q4	$16.8M	Sell	509,691 -21,000	-4%	-$643K	0.55%	48
2017 Q3	$13.8M	Sell	530,691 -798	-0.2%	-$20.9K	0.45%	52
2017 Q2	$13.4M	Sell	531,489 -636	-0.1%	-$16.1K	0.45%	51
2017 Q1	$12.8M	Sell	532,125 -3,300	-0.6%	-$75.9K	0.45%	54
2016 Q4	$12.3M	Sell	535,425 -3,600	-0.7%	-$84K	0.44%	54
2016 Q3	$13M	Sell	539,025 -300	-0.1%	-$7.28K	0.47%	53
2016 Q2	$13.1M	Sell	539,325 -972	-0.2%	-$22.5K	0.46%	52
2016 Q1	$12.3M	Sell	540,297 -19,056	-3%	-$418K	0.43%	54
2015 Q4	$11.4M	Sell	559,353 -29,943	-5%	-$601K	0.39%	54
2015 Q3	$12.7M	Sell	589,296 -4,800	-0.8%	-$110K	0.39%	56
2015 Q2	$14M	Sell	594,096 -1,203	-0.2%	-$30.7K	0.37%	55
2015 Q1	$16.3M	Sell	595,299 -9,000	-1%	-$255K	0.41%	55
2014 Q4	$17.3M	Sell	604,299 -7,956	-1%	-$215K	0.42%	54
2014 Q3	$15.6M	Sell	612,255 -3,150	-0.5%	-$79.5K	0.37%	55
2014 Q2	$15.4M	Sell	615,405 -2,697	-0.4%	-$69.3K	0.35%	53
2014 Q1	$15.7M	Sell	618,102 -5,349	-0.9%	-$134K	0.37%	53
2013 Q4	$16.4M	Sell	623,451 -5,151	-0.8%	-$133K	0.4%	51
2013 Q3	$15.5M	Sell	628,602 -3,600	-0.6%	-$90.8K	0.41%	50
2013 Q2	$15.7M	Buy	+632,202	New	+$16.2M	0.43%	49

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beck Mack & Oliver's WMT Position: Q1 2026 in Review

Beck Mack & Oliver reduced its Walmart Inc (WMT) stake by 1.4% in Q1 2026, selling an estimated $516K and leaving 289,097 shares worth $35.9M. The position accounts for 0.74% of the portfolio, ranked #34.

Beck Mack & Oliver first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,427 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Beck Mack & Oliver held 289,097 shares of Walmart Inc worth $35.9M as of Q1 2026.
Beck Mack & Oliver sold 4,200 Walmart Inc shares in Q1 2026, an estimated $516K.
Walmart Inc made up 0.74% of Beck Mack & Oliver's portfolio in Q1 2026, its #34 holding.
Beck Mack & Oliver first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,427 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Beck Mack & Oliver's 13F filing for Q1 2026, filed 12 May 2026.