A detailed history of Beacon Investment Advisors LLC transactions in Walmart Inc. stock. As of the latest transaction made, Beacon Investment Advisors LLC holds 35,953 shares of WMT stock, worth $2.96 Million. This represents 1.25% of its overall portfolio holdings.

Number of Shares
35,953
Previous 35,773 0.5%
Holding current value
$2.96 Million
Previous $2.15 Billion 13.09%
% of portfolio
1.25%
Previous 1.23%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

BUY
$58.85 - $68.9 $10,593 - $12,402
180 Added 0.5%
35,953 $2.43 Billion
Q1 2024

May 13, 2024

BUY
$58.61 - $175.86 $1.42 Million - $4.25 Million
24,160 Added 208.04%
35,773 $2.15 Billion
Q4 2023

Feb 13, 2024

SELL
$150.86 - $169.78 $42,995 - $48,387
-285 Reduced 2.4%
11,613 $1.83 Billion
Q3 2023

Nov 07, 2023

BUY
$153.49 - $165.25 $13,046 - $14,046
85 Added 0.72%
11,898 $1.9 Billion
Q2 2023

Aug 03, 2023

SELL
$146.06 - $157.73 $21,470 - $23,186
-147 Reduced 1.23%
11,813 $1.86 Billion
Q1 2023

May 12, 2023

BUY
$136.97 - $147.45 $4,793 - $5,160
35 Added 0.29%
11,960 $1.76 Billion
Q4 2022

Feb 09, 2023

BUY
$128.56 - $153.48 $1.53 Million - $1.83 Million
11,925 New
11,925 $1.69 Billion

Others Institutions Holding WMT

About Walmart Inc.


  • Ticker WMT
  • Exchange NYSE
  • Sector Consumer Defensive
  • Industry Discount Stores
  • Shares Outstandng 2,714,240,000
  • Market Cap $224B
  • Description
  • Walmart Inc. engages in the operation of retail, wholesale, and other units worldwide. The company operates through three segments: Walmart U.S., Walmart International, and Sam's Club. It operates supercenters, supermarkets, hypermarkets, warehouse clubs, cash and carry stores, and discount stores; membership-only warehouse clubs; ecommerce webs...
More about WMT
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