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Beverly Hills Private Wealth’s Walmart Inc WMT Stock Holding History

Beverly Hills Private Wealth’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 		$2.57M Sell
20,717
-3,709
-15% -$455K 0.43% 65
2025
Q4 		$2.72M Sell
24,426
-2,923
-11% -$314K 0.47% 64
2025
Q3 		$2.82M Sell
27,349
-1,640
-6% -$163K 0.5% 55
2025
Q2 		$2.83M Sell
28,989
-3,465
-11% -$330K 0.53% 51
2025
Q1 		$2.85M Sell
32,454
-1,914
-6% -$180K 0.56% 47
2024
Q4 		$3.11M Sell
34,368
-801
-2% -$69.5K 0.63% 38
2024
Q3 		$2.84M Sell
35,169
-5,044
-13% -$370K 0.57% 39
2024
Q2 		$2.72M Sell
40,213
-2,354
-6% -$148K 0.59% 41
2024
Q1 		$2.56M Sell
42,567
-5,097
-11% -$292K 0.59% 43
2023
Q4 		$2.5M Sell
47,664
-60
-0.1% -$3.17K 0.65% 38
2023
Q3 		$2.54M Sell
47,724
-42,336
-47% -$2.25M 0.76% 31
2023
Q2 		$4.75M Buy
90,060
+42,096
+88% +$2.12M 0.78% 35
2023
Q1 		$2.36M Buy
47,964
+11,535
+32% +$547K 0.73% 38
2022
Q4 		$1.72M Buy
+36,429
New +$1.73M 0.75% 44

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

Beverly Hills Private Wealth's WMT Position: Q1 2026 in Review

Beverly Hills Private Wealth reduced its Walmart Inc (WMT) stake by 15% in Q1 2026, selling an estimated $455K and leaving 20,717 shares worth $2.57M. The position accounts for 0.43% of the portfolio, ranked #65.

Beverly Hills Private Wealth first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $4.75M in Q2 2023. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Beverly Hills Private Wealth held 20,717 shares of Walmart Inc worth $2.57M as of Q1 2026.
  • Beverly Hills Private Wealth sold 3,709 Walmart Inc shares in Q1 2026, an estimated $455K.
  • Walmart Inc made up 0.43% of Beverly Hills Private Wealth's portfolio in Q1 2026, its #65 holding.
  • Beverly Hills Private Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • Beverly Hills Private Wealth's Walmart Inc position peaked at $4.75M in Q2 2023.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q1 2026, filed 4 May 2026.