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Beacon Capital Management, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Beacon Capital Management, LLC on WMT, newest first. How the timeline and the estimate are built.

Beacon Capital Management, LLC held 19,367 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-29.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 19,367 shares
    Change vs previous 13F +2,666 shares

    0.32% of the 13F portfolio, value $2,193,547.

    13F-HR 0002085853-26-000901 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 16,701 shares
    Change vs previous 13F -1,131 shares

    0.37% of the 13F portfolio, value $2,075,648.

    13F-HR 0001921487-26-000002 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 17,832 shares
    Change vs previous 13F +1,720 shares

    0.31% of the 13F portfolio, value $1,986,705.

    13F-HR 0001921487-26-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 16,112 shares
    Change vs previous 13F -412 shares

    0.24% of the 13F portfolio, value $1,660,472.

    13F-HR 0001921487-25-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 16,524 shares
    Change vs previous 13F +70 shares

    0.22% of the 13F portfolio, value $1,615,720.

    13F-HR 0001921487-25-000003 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 16,454 shares
    Change vs previous 13F -8,588 shares

    0.2% of the 13F portfolio, value $1,444,510.

    13F-HR 0001921487-25-000002 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 25,042 shares
    Change vs previous 13F +50 shares

    0.29% of the 13F portfolio, value $2,262,520.

    13F-HR 0001921487-25-000001 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 24,992 shares
    Change vs previous 13F not available

    0.29% of the 13F portfolio, value $2,018,114.

    13F-HR 0001921487-24-000006 filed by Beacon Capital Management, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).