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Beckerman Institutional’s Walmart Inc WMT Stock Holding History

Beckerman Institutional’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 		$312K Sell
2,753
-45
-2% -$5.59K 0.15% 108
2026
Q1 		$348K Sell
2,798
-22
-0.8% -$2.7K 0.18% 99
2025
Q4 		$314K Hold
2,820
– – 0.18% 101
2025
Q3 		$291K Buy
+2,820
New +$281K 0.17% 102

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Beckerman Institutional's WMT Position: Q2 2026 in Review

Beckerman Institutional reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $5.59K and leaving 2,753 shares worth $312K. The position accounts for 0.15% of the portfolio, ranked #108.

Beckerman Institutional first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $348K in Q1 2026. 3,855 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beckerman Institutional held 2,753 shares of Walmart Inc worth $312K as of Q2 2026.
  • Beckerman Institutional sold 45 Walmart Inc shares in Q2 2026, an estimated $5.59K.
  • Walmart Inc made up 0.15% of Beckerman Institutional's portfolio in Q2 2026, its #108 holding.
  • Beckerman Institutional first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Beckerman Institutional's Walmart Inc position peaked at $348K in Q1 2026.
  • 3,855 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beckerman Institutional's 13F filing for Q2 2026, filed 11 Aug 2026.