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Beta Wealth Group’s Walmart Inc WMT Stock Holding History

Beta Wealth Group’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 		$4.67M Buy
41,247
+35,142
+576% +$4.36M 1.75% 18
2026
Q1 		$759K Sell
6,105
-201
-3% -$24.7K 0.31% 57
2025
Q4 		$703K Sell
6,306
-200
-3% -$21.5K 0.28% 57
2025
Q3 		$671K Buy
6,506
+96
+1% +$9.56K 0.26% 59
2025
Q2 		$627K Sell
6,410
-98
-2% -$9.34K 0.23% 55
2025
Q1 		$571K Hold
6,508
– – 0.21% 58
2024
Q4 		$588K Sell
6,508
-1,503
-19% -$130K 0.26% 60
2024
Q3 		$647K Buy
8,011
+102
+1% +$7.49K 0.29% 55
2024
Q2 		$535K Buy
7,909
+403
+5% +$25.4K 0.25% 63
2024
Q1 		$452K Sell
7,506
-1,197
-14% -$68.5K 0.22% 71
2023
Q4 		$615K Sell
8,703
-3,000
-26% -$159K 0.32% 48
2023
Q3 		$624K Buy
11,703
+603
+5% +$32.1K 0.37% 50
2023
Q2 		$582K Buy
11,100
+1,800
+19% +$90.8K 0.34% 53
2023
Q1 		$457K Buy
9,300
+900
+11% +$42.7K 0.26% 60
2022
Q4 		$397K Buy
8,400
+600
+8% +$28.5K 0.27% 64
2022
Q3 		$337K Buy
7,800
+1,200
+18% +$52.6K 0.24% 59
2022
Q2 		$267K Buy
+6,600
New +$304K 0.18% 69

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 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
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Beta Wealth Group's WMT Position: Q2 2026 in Review

Beta Wealth Group increased its Walmart Inc (WMT) stake by 576% in Q2 2026, buying an estimated $4.36M and bringing the position to 41,247 shares worth $4.67M. The position accounts for 1.75% of the portfolio, ranked #18.

Beta Wealth Group first reported a position in WMT in Q2 2022 and has held it in 17 quarters since. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beta Wealth Group held 41,247 shares of Walmart Inc worth $4.67M as of Q2 2026.
  • Beta Wealth Group bought 35,142 Walmart Inc shares in Q2 2026, an estimated $4.36M.
  • Walmart Inc made up 1.75% of Beta Wealth Group's portfolio in Q2 2026, its #18 holding.
  • Beta Wealth Group first reported a position in Walmart Inc in Q2 2022 and has held it in 17 quarters since.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beta Wealth Group's 13F filing for Q2 2026, filed 24 Jul 2026.