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Beech Hill Advisors’s Walmart Inc WMT Stock Holding History

Beech Hill 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
Q2 		$2.5M Buy
22,072
+337
+2% +$41.8K 1.11% 40
2026
Q1 		$2.7M Sell
21,735
-990
-4% -$122K 1.35% 34
2025
Q4 		$2.53M Buy
22,725
+119
+0.5% +$12.8K 1.21% 39
2025
Q3 		$2.33M Sell
22,606
-4,910
-18% -$489K 1.09% 36
2025
Q2 		$2.69M Sell
27,516
-7,066
-20% -$673K 1.21% 34
2025
Q1 		$3.04M Sell
34,582
-870
-2% -$81.6K 1.21% 36
2024
Q4 		$3.2M Sell
35,452
-1,141
-3% -$99K 1.2% 31
2024
Q3 		$2.95M Sell
36,593
-1,002
-3% -$73.6K 1.12% 37
2024
Q2 		$2.55M Sell
37,595
-1,553
-4% -$97.8K 1.05% 36
2024
Q1 		$2.36M Buy
39,148
+94
+0.2% +$5.38K 0.98% 41
2023
Q4 		$2.05M Sell
39,054
-6,810
-15% -$360K 0.99% 42
2023
Q3 		$2.45M Sell
45,864
-897
-2% -$47.7K 1.23% 37
2023
Q2 		$2.45M Sell
46,761
-177
-0.4% -$8.93K 1.19% 37
2023
Q1 		$2.31M Sell
46,938
-492
-1% -$23.4K 1.16% 39
2022
Q4 		$2.24M Buy
47,430
+297
+0.6% +$14.1K 1.25% 33
2022
Q3 		$2.04M Sell
47,133
-66
-0.1% -$2.89K 1.17% 38
2022
Q2 		$1.91M Buy
+47,199
New +$2.18M 1.02% 40

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
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
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 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

Beech Hill Advisors's WMT Position: Q2 2026 in Review

Beech Hill Advisors increased its Walmart Inc (WMT) stake by 1.6% in Q2 2026, buying an estimated $41.8K and bringing the position to 22,072 shares worth $2.5M. The position accounts for 1.11% of the portfolio, ranked #40.

Beech Hill Advisors first reported a position in WMT in Q2 2022 and has held it in 17 quarters since. The position peaked at $3.2M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beech Hill Advisors held 22,072 shares of Walmart Inc worth $2.5M as of Q2 2026.
  • Beech Hill Advisors bought 337 Walmart Inc shares in Q2 2026, an estimated $41.8K.
  • Walmart Inc made up 1.11% of Beech Hill Advisors's portfolio in Q2 2026, its #40 holding.
  • Beech Hill Advisors first reported a position in Walmart Inc in Q2 2022 and has held it in 17 quarters since.
  • Beech Hill Advisors's Walmart Inc position peaked at $3.2M in Q4 2024.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beech Hill Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.