Beacon Pointe Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1744317 NEWPORT BEACH, CA

Position in WMT

as of Jun 30, 2026 · filed Aug 18, 2026 Compact

Position Value

$57,948,346

-$3,877,971 QoQ

Shares Held

511,640

+2.8% QoQ

Ownership

0.006%

of shares outstanding

% of Portfolio

0.63%

of 13F equity value

Holder Rank

#332

of 4,382 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Beacon Pointe Advisors, LLC holds $126,274,171 across 5 Discount Stores names. WMT ranks #1 (45.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	511,640	$57,948,346
2	COST	Costco Wholesale Corp /New	53,536	$50,081,321
3	DLTR	Dollar Tree, Inc.	96,677	$11,693,083
4	TGT	Target Corp	47,540	$6,209,199
5	DG	Dollar General Corp	2,973	$342,222

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$57,948,346	511,640	+2.8%	Shares	Sole	2026-08-18
2026-03-31	$61,826,317	497,476	+57.8%	Shares	Sole	2026-05-15
2025-12-31	$35,114,315	315,181	-1.5%	Shares	Sole	2026-02-18
2025-09-30	$32,978,684	319,995	-27.3%	Shares	Sole	2025-11-14
2025-06-30	$43,055,467	440,330	-5.9%	Shares	Sole	2025-08-13
2025-03-31	$41,070,181	467,823	+2.6%	Shares	Sole	2025-05-13
2024-12-31	$41,202,400	456,031	-4.8%	Shares	Sole	2025-02-14
2024-09-30	$38,665,199	478,826	-4.7%	Shares	Sole	2024-11-14
2024-06-30	$34,018,925	502,421	-8.3%	Shares	Sole	2024-08-12
2024-03-31	$32,982,907	548,162	+205.3%	Shares	Sole	2024-05-14
2023-12-31	$28,306,530	179,553	-15.7%	Shares	Sole	2024-02-08
2023-09-30	$34,076,285	213,070	+25.4%	Shares	Sole	2023-11-14
2023-06-30	$26,712,566	169,949	-4.6%	Shares	Sole	2023-08-14
2023-03-31	$26,268,659	178,153	-0.2%	Shares	Sole	2023-05-12
2022-12-31	$25,306,377	178,478	+5.0%	Shares	Sole	2023-02-14
2022-09-30	$22,047,686	169,990	-4.2%	Shares	Sole	2022-11-09
2022-06-30	$21,576,820	177,470	-8.7%	Shares	Sole	2022-08-11
2022-03-31	$28,945,282	194,368	+128.5%	Shares	Sole	2022-05-17
2021-12-31	$12,306,173	85,052	-27.5%	Shares	Sole	2022-02-14
2021-09-30	$16,358,891	117,369	+114.9%	Shares	Sole	2021-11-15
2021-06-30	$7,700,120	54,603	+109.9%	Shares	Sole	2021-08-17
2021-03-31	$3,534,027	26,018	-4.9%	Shares	Sole	2021-05-18
2020-12-31	$3,945,385	27,370	+28.0%	Shares	Sole	2021-02-12
2020-09-30	$2,992,257	21,387	-6.8%	Shares	Sole	2020-11-16
2020-06-30	$2,747,515	22,938	+66.3%	Shares	Sole	2020-08-14
2020-03-31	$1,566,704	13,789	—	Shares	Sole	2020-05-15
No filing history on record for this holder in this stock.