Beese Fulmer Investment Management’s Walmart Inc WMT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $4.95M | Buy |
39,749
+4,514
| +13% | +$554K | 0.32% | 67 |
|
|
2025
Q4 | $3.93M | Buy |
35,235
+7,566
| +27% | +$812K | 0.26% | 72 |
|
|
2025
Q3 | $2.85M | Buy |
27,669
+2,728
| +11% | +$272K | 0.2% | 93 |
|
|
2025
Q2 | $2.44M | Buy |
24,941
+1,840
| +8% | +$175K | 0.18% | 95 |
|
|
2025
Q1 | $2.03M | Buy |
23,101
+2,031
| +10% | +$191K | 0.17% | 86 |
|
|
2024
Q4 | $1.9M | Sell |
21,070
-1,360
| -6% | -$118K | 0.16% | 86 |
|
|
2024
Q3 | $1.81M | Buy |
22,430
+490
| +2% | +$36K | 0.16% | 91 |
|
|
2024
Q2 | $1.49M | Buy |
21,940
+2,169
| +11% | +$137K | 0.14% | 97 |
|
|
2024
Q1 | $1.19M | Buy |
19,771
+34
| +0.2% | +$1.95K | 0.11% | 115 |
|
|
2023
Q4 | $1.04M | Sell |
19,737
-480
| -2% | -$25.4K | 0.11% | 117 |
|
|
2023
Q3 | $1.08M | Hold |
20,217
| – | – | 0.12% | 112 |
|
|
2023
Q2 | $1.06M | Sell |
20,217
-585
| -3% | -$29.5K | 0.11% | 114 |
|
|
2023
Q1 | $1.02M | Sell |
20,802
-4,737
| -19% | -$225K | 0.12% | 115 |
|
|
2022
Q4 | $1.21M | Buy |
25,539
+198
| +0.8% | +$9.4K | 0.15% | 111 |
|
|
2022
Q3 | $1.1M | Sell |
25,341
-396
| -2% | -$17.3K | 0.15% | 110 |
|
|
2022
Q2 | $1.04M | Sell |
25,737
-300
| -1% | -$13.8K | 0.13% | 113 |
|
|
2022
Q1 | $1.29M | Sell |
26,037
-1,980
| -7% | -$93K | 0.14% | 112 |
|
|
2021
Q4 | $1.35M | Buy |
28,017
+321
| +1% | +$15.3K | 0.14% | 110 |
|
|
2021
Q3 | $1.29M | Buy |
27,696
+591
| +2% | +$28.5K | 0.14% | 112 |
|
|
2021
Q2 | $1.27M | Buy |
27,105
+495
| +2% | +$23.1K | 0.14% | 111 |
|
|
2021
Q1 | $1.21M | Buy |
26,610
+2,793
| +12% | +$129K | 0.14% | 112 |
|
|
2020
Q4 | $1.14M | Sell |
23,817
-96
| -0.4% | -$4.66K | 0.15% | 107 |
|
|
2020
Q3 | $1.11M | Sell |
23,913
-3,735
| -14% | -$166K | 0.16% | 104 |
|
|
2020
Q2 | $1.1M | Hold |
27,648
| – | – | 0.16% | 98 |
|
|
2020
Q1 | $1.05M | Sell |
27,648
-1,413
| -5% | -$54.4K | 0.19% | 98 |
|
|
2019
Q4 | $1.15M | Hold |
29,061
| – | – | 0.16% | 109 |
|
|
2019
Q3 | $1.15M | Buy |
29,061
+4,350
| +18% | +$164K | 0.17% | 105 |
|
|
2019
Q2 | $910K | Hold |
24,711
| – | – | 0.17% | 96 |
|
|
2019
Q1 | $803K | Hold |
24,711
| – | – | 0.16% | 98 |
|
|
2018
Q4 | $767K | Buy |
24,711
+1,320
| +6% | +$42.3K | 0.17% | 97 |
|
|
2018
Q3 | $732K | Buy |
23,391
+150
| +0.6% | +$4.59K | 0.14% | 103 |
|
|
2018
Q2 | $664K | Sell |
23,241
-99
| -0.4% | -$2.81K | 0.14% | 102 |
|
|
2018
Q1 | $692K | Buy |
23,340
+150
| +0.6% | +$4.83K | 0.15% | 103 |
|
|
2017
Q4 | $763K | Hold |
23,190
| – | – | 0.16% | 99 |
|
|
2017
Q3 | $604K | Buy |
23,190
+750
| +3% | +$19.7K | 0.14% | 105 |
|
|
2017
Q2 | $566K | Buy |
22,440
+2,100
| +10% | +$53.3K | 0.14% | 107 |
|
|
2017
Q1 | $489K | Sell |
20,340
-93
| -0.5% | -$2.14K | 0.12% | 111 |
|
|
2016
Q4 | $471K | Buy |
20,433
+1,983
| +11% | +$46.3K | 0.12% | 109 |
|
|
2016
Q3 | $444K | Buy |
18,450
+498
| +3% | +$12.1K | 0.12% | 110 |
|
|
2016
Q2 | $437K | Buy |
17,952
+993
| +6% | +$23K | 0.12% | 107 |
|
|
2016
Q1 | $385K | Buy |
16,959
+1,350
| +9% | +$29.6K | 0.11% | 113 |
|
|
2015
Q4 | $319K | Sell |
15,609
-2,010
| -11% | -$40.3K | 0.1% | 116 |
|
|
2015
Q3 | $381K | Buy |
17,619
+3,660
| +26% | +$84K | 0.13% | 107 |
|
|
2015
Q2 | $330K | Buy |
+13,959
| New | +$356K | 0.11% | 117 |
|
|
2015
Q1 | – | Sell |
-14,571
| Closed | -$417K | – | 152 |
|
|
2014
Q4 | $417K | Buy |
14,571
+525
| +4% | +$14.2K | 0.13% | 107 |
|
|
2014
Q3 | $358K | Hold |
14,046
| – | – | 0.12% | 116 |
|
|
2014
Q2 | $351K | Hold |
14,046
| – | – | 0.11% | 119 |
|
|
2014
Q1 | $358K | Buy |
14,046
+2,100
| +18% | +$52.7K | 0.12% | 112 |
|
|
2013
Q4 | $313K | Hold |
11,946
| – | – | 0.11% | 118 |
|
|
2013
Q3 | $295K | Buy |
+11,946
| New | +$301K | 0.12% | 116 |
|
Other funds holding WMT
VCM
VPM
Beese Fulmer Investment Management's WMT Position: Q1 2026 in Review
Beese Fulmer Investment Management increased its Walmart Inc (WMT) stake by 13% in Q1 2026, buying an estimated $554K and bringing the position to 39,749 shares worth $4.95M. The position accounts for 0.32% of the portfolio, ranked #67.
Beese Fulmer Investment Management first reported a position in WMT in Q3 2013 and has held it in 50 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.
- Beese Fulmer Investment Management held 39,749 shares of Walmart Inc worth $4.95M as of Q1 2026.
- Beese Fulmer Investment Management bought 4,514 Walmart Inc shares in Q1 2026, an estimated $554K.
- Walmart Inc made up 0.32% of Beese Fulmer Investment Management's portfolio in Q1 2026, its #67 holding.
- Beese Fulmer Investment Management first reported a position in Walmart Inc in Q3 2013 and has held it in 50 quarters since.
- 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.
Based on Beese Fulmer Investment Management's 13F filing for Q1 2026, filed 16 Apr 2026.