Beacon Pointe Advisors, LLC

SEC CIK: 0001744317
Latest filing: Aug 18, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Beacon Pointe Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 511,640
Value: $57.9M
% of portfolio: 0.3%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Beacon Pointe Advisors, LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	511,640	$57.9M	0.3%	+14,164+2.8%	Added	Holders
Q1 2026	497,476	$61.8M	0.3%	+182,295+57.8%	Added	Holders
Q4 2025	315,181	$35.1M	0.2%	−4,814−1.5%	Reduced	Holders
Q3 2025	319,995	$33.0M	0.3%	−120,335−27.3%	Reduced	Holders
Q2 2025	440,330	$43.1M	0.5%	−27,493−5.9%	Reduced	Holders
Q1 2025	467,823	$41.1M	0.5%	+11,792+2.6%	Added	Holders
Q4 2024	456,031	$41.2M	0.5%	−22,795−4.8%	Reduced	Holders
Q3 2024	478,826	$38.7M	0.4%	−23,595−4.7%	Reduced	Holders
Q2 2024	502,421	$34.0M	0.4%	−45,741−8.3%	Reduced	Holders
Q1 2024	548,162	$33.0M	0.4%	+9,503+1.8%	AddedConverted for a 3-for-1 split	Holders
Q4 2023	179,553	$28.3M	0.3%	−33,517−15.7%	Reduced	Holders
Q3 2023	213,070	$34.1M	0.4%	+43,121+25.4%	Added	Holders
Q2 2023	169,949	$26.7M	0.4%	−8,204−4.6%	Reduced	Holders
Q1 2023	178,153	$26.3M	0.4%	−325−0.2%	Reduced	Holders
Q4 2022	178,478	$25.3M	0.5%	+8,488+5.0%	Added	Holders
Q3 2022	169,990	$22.0M	0.5%	−7,480−4.2%	Reduced	Holders
Q2 2022	177,470	$21.6M	0.5%	−16,898−8.7%	Reduced	Holders
Q1 2022	194,368	$28.9M	0.4%	+109,316+128.5%	Added	Holders
Q4 2021	85,052	$12.3M	0.3%	−32,317−27.5%	Reduced	Holders
Q3 2021	117,369	$16.4M	0.4%	+62,766+114.9%	Added	Holders
Q2 2021	54,603	$7.70M	0.3%	+28,585+109.9%	Added	Holders
Q1 2021	26,018	$3.53M	0.2%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.