Beaton Management Co. Inc. / WMT
Beaton Management Co. Inc.’s Walmart Inc Position
Does Beaton Management Co. Inc. own Walmart Inc (WMT)? Yes — 18.4K shares worth $2M (+1.02% of its 13F portfolio) as of Q1 2026, up from 18.1K shares the prior filed quarter.
Position Value
$2M
Q1 2026
Shares
18.4K
% of Portfolio
+1.02%
Quarters Held
29
currently held
Position History WMT
Reported value by quarter
| Quarter | Shares | Value | % of Portfolio |
|---|---|---|---|
| Q1 2026 | 18.4K | $2M | +1.02% |
| Q4 2025 | 18.1K | $2M | +0.89% |
| Q3 2025 | 18.1K | $2M | +0.85% |
| Q2 2025 | 18.1K | $2M | +0.87% |
| Q1 2025 | 18.6K | $2M | +0.85% |
| Q4 2024 | 18.6K | $2M | +0.85% |
| Q3 2024 | 18.6K | $1M | +0.76% |
| Q2 2024 | 18.6K | $1M | +0.68% |
| Q1 2024 | 18.4K | $1M | +0.60% |
| Q4 2023 | 6.1K | $965,000 | +0.58% |
| Q3 2023 | 6.2K | $989,000 | +0.64% |
| Q2 2023 | 6.2K | $972,000 | +0.62% |
| Q1 2023 | 6.2K | $911,000 | +0.61% |
| Q4 2022 | 6.3K | $890,000 | +0.60% |
| Q3 2022 | 6.3K | $814,000 | +0.62% |
| Q2 2022 | 6.3K | $763,000 | +0.54% |
| Q1 2022 | 6.3K | $934,000 | +0.58% |
| Q4 2021 | 6.3K | $908,000 | +0.54% |
| Q3 2021 | 6.3K | $875,000 | +0.58% |
| Q2 2021 | 6.3K | $885,000 | +0.56% |
| Q1 2021 | 12.6K | $2M | +0.59% |
| Q4 2020 | 6.2K | $890,000 | +0.66% |
| Q3 2020 | 6.2K | $864,000 | +0.71% |
| Q2 2020 | 6.5K | $782,000 | +0.70% |
| Q1 2020 | 6.5K | $741,000 | +0.74% |
| Q4 2019 | 6.5K | $775,000 | +0.61% |
| Q3 2019 | 6.5K | $774,000 | +0.63% |
| Q2 2019 | 6.3K | $696,000 | +0.58% |
| Q1 2019 | 6.3K | $614,000 | +0.53% |
Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Beaton Management Co. Inc.’s full portfolio or all institutional holders of WMT.