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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Beta Wealth Group's WMT Position: Q1 2026 in Review

Beta Wealth Group reduced its Walmart Inc (WMT) stake by 3.2% in Q1 2026, selling an estimated $24.7K and leaving 6,105 shares worth $759K. The position accounts for 0.31% of the portfolio, ranked #57.

Beta Wealth Group first reported a position in WMT in Q2 2022 and has held it in 16 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Beta Wealth Group held 6,105 shares of Walmart Inc worth $759K as of Q1 2026.
  • Beta Wealth Group sold 201 Walmart Inc shares in Q1 2026, an estimated $24.7K.
  • Walmart Inc made up 0.31% of Beta Wealth Group's portfolio in Q1 2026, its #57 holding.
  • Beta Wealth Group first reported a position in Walmart Inc in Q2 2022 and has held it in 16 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Beta Wealth Group's 13F filing for Q1 2026, filed 7 May 2026.