Family Capital Trust’s Walmart Inc WMT Stock Holding History

Family Capital Trust’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.06M	Hold	26,990	–	–	0.99%	35
2026 Q1	$3.35M	Buy	26,990 +187	+0.7%	+$23K	1.21%	29
2025 Q4	$2.99M	Buy	26,803 +25,320	+1,707%	+$2.72M	0.98%	29
2025 Q3	$153K	Buy	+1,483	New	+$148K	0.05%	67
2015 Q4	–	Sell	-5,796	Closed	-$125K	–	83
2015 Q3	$125K	Sell	5,796 -150,309	-96%	-$3.45M	0.07%	48
2015 Q2	$3.69M	Hold	156,105	–	–	2.07%	16
2015 Q1	$4.28M	Buy	156,105 +1,947	+1%	+$55.2K	2.37%	13
2014 Q4	$4.41M	Buy	154,158 +7,500	+5%	+$203K	2.3%	11
2014 Q3	$3.74M	Buy	146,658 +300	+0.2%	+$7.58K	2.06%	14
2014 Q2	$3.66M	Buy	146,358 +912	+0.6%	+$23.4K	1.88%	17
2014 Q1	$3.71M	Buy	145,446 +144,750	+20,797%	+$3.64M	2.01%	15
2013 Q4	$18K	Hold	696	–	–	0.01%	83
2013 Q3	$17K	Hold	696	–	–	0.01%	87
2013 Q2	$17K	Buy	+696	New	+$17.8K	0.01%	92

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Family Capital Trust's WMT Position: Q2 2026 in Review

Family Capital Trust held its Walmart Inc (WMT) position steady in Q2 2026 at 26,990 shares worth $3.06M. The position accounts for 0.99% of the portfolio, ranked #35.

Family Capital Trust first reported a position in WMT in Q2 2013 and has held it in 14 quarters since. The position peaked at $4.41M in Q4 2014. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Family Capital Trust held 26,990 shares of Walmart Inc worth $3.06M as of Q2 2026.
Family Capital Trust left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.99% of Family Capital Trust's portfolio in Q2 2026, its #35 holding.
Family Capital Trust first reported a position in Walmart Inc in Q2 2013 and has held it in 14 quarters since.
Family Capital Trust's Walmart Inc position peaked at $4.41M in Q4 2014.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Family Capital Trust's 13F filing for Q2 2026, filed 29 Jul 2026.