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Beacon Bank & Trust WMT Position History
Walmart Inc.
Quarters held
10
Latest value
$184K
Q3 2026
Peak value
$8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $7.6M |
| Q4 2025 | $173K |
| Q1 2026 | $8M |
| Q1 2026 | $193K |
| Q2 2026 | $7M |
| Q2 2026 | $200K |
| Q2 2026 | $7M |
| Q2 2026 | $200K |
| Q3 2026 | $6.1M |
| Q3 2026 | $184K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $184K | 1.8K | — | — |
| Q3 2026 | $6.1M | 59.1K | — | — |
| Q2 2026 | $200K | 1.8K | — | — |
| Q2 2026 | $7M | 61.6K | — | — |
| Q2 2026 | $200K | 1.8K | — | — |
| Q2 2026 | $7M | 61.6K | — | — |
| Q1 2026 | $193K | 1.6K | — | — |
| Q1 2026 | $8M | 64.7K | — | — |
| Q4 2025 | $173K | 1.6K | — | — |
| Q4 2025 | $7.6M | 67.8K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B