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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
Q2 		$1.13M Sell
9,947
-10,770
-52% -$1.34M 0.21% 101
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 $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 $3.38T AUM 44.17% 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

Beverly Hills Private Wealth's WMT Position: Q2 2026 in Review

Beverly Hills Private Wealth reduced its Walmart Inc (WMT) stake by 52% in Q2 2026, selling an estimated $1.34M and leaving 9,947 shares worth $1.13M. The position accounts for 0.21% of the portfolio, ranked #101.

Beverly Hills Private Wealth first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $4.75M in Q2 2023. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Beverly Hills Private Wealth held 9,947 shares of Walmart Inc worth $1.13M as of Q2 2026.
  • Beverly Hills Private Wealth sold 10,770 Walmart Inc shares in Q2 2026, an estimated $1.34M.
  • Walmart Inc made up 0.21% of Beverly Hills Private Wealth's portfolio in Q2 2026, its #101 holding.
  • Beverly Hills Private Wealth first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Beverly Hills Private Wealth's Walmart Inc position peaked at $4.75M in Q2 2023.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Beverly Hills Private Wealth's 13F filing for Q2 2026, filed 7 Aug 2026.