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Position history for Beacon Pointe Advisors, LLCBeacon Pointe Advisors, LLC's holdings in WALMART INC

Beacon Pointe Advisors, LLC holds 497,476 shares of WMT (WALMART INC), worth $61.8M as of 2026-Q1. The position was increased (+57.8% shares). WMT represents 0.3% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$61.8M

Current Shares

497,476

Total Value Change

+$23.2M

Total Shares Change

+18,650

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q1
Latest
Increased
497,476
+57.8%
$61.8M0.3%$127.91
50
2025-Q4
Decreased
315,181
-1.5%
$35.1M0.2%$111.92
0
2025-Q3
Decreased
319,995
-27.3%
$33M0.3%$102.87
0
2025-Q2
Decreased
440,330
-5.9%
$43.1M0.4%$96.85
0
2025-Q1
Increased
467,823
+2.6%
$41.1M0.5%$84.57
36
2024-Q4
Decreased
456,031
-4.8%
$41.2M0.5%$89.71
0
2024-Q3
Decreased
478,826
-4.7%
$38.7M0.4%$78.85
0

Other major holders of WMT: BNP PARIBAS FINANCIAL MARKETS, VANGUARD GROUP INC, BlackRock, Inc.

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