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Foster Group’s Walmart Inc WMT Stock Holding History

Foster Group’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 		$2.76M Buy
24,370
+1,108
+5% +$138K 0.07% 76
2026
Q1 		$2.89M Buy
23,262
+750
+3% +$92.1K 0.09% 69
2025
Q4 		$2.51M Sell
22,512
-377
-2% -$40.5K 0.08% 74
2025
Q3 		$2.36M Buy
22,889
+859
+4% +$85.5K 0.07% 72
2025
Q2 		$2.15M Buy
22,030
+1,441
+7% +$137K 0.07% 70
2025
Q1 		$1.81M Buy
20,589
+478
+2% +$44.8K 0.07% 68
2024
Q4 		$1.82M Buy
20,111
+5,023
+33% +$436K 0.07% 66
2024
Q3 		$1.22M Sell
15,088
-1,109
-7% -$81.4K 0.05% 82
2024
Q2 		$1.1M Buy
16,197
+788
+5% +$49.6K 0.04% 85
2024
Q1 		$927K Sell
15,409
-317
-2% -$18.1K 0.05% 88
2023
Q4 		$838K Hold
15,726
– – 0.05% 82
2023
Q3 		$838K Buy
15,726
+912
+6% +$48.5K 0.05% 82
2023
Q2 		$776K Sell
14,814
-2,922
-16% -$147K 0.05% 85
2023
Q1 		$872K Buy
17,736
+1,293
+8% +$61.4K 0.06% 76
2022
Q4 		$777K Sell
16,443
-1,368
-8% -$65K 0.06% 76
2022
Q3 		$770K Buy
17,811
+432
+2% +$18.9K 0.06% 70
2022
Q2 		$704K Sell
17,379
-1,323
-7% -$61K 0.05% 81
2022
Q1 		$928K Buy
18,702
+18
+0.1% +$845 0.08% 63
2021
Q4 		$901K Sell
18,684
-291
-2% -$13.9K 0.08% 61
2021
Q3 		$882K Buy
18,975
+6
+0% +$289 0.09% 60
2021
Q2 		$892K Buy
18,969
+339
+2% +$15.8K 0.1% 58
2021
Q1 		$844K Buy
18,630
+6
+0% +$278 0.13% 48
2020
Q4 		$902K Buy
+18,624
New +$904K 0.17% 36

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return
CFA
Churchill Financial Advisors Louisville, Kentucky $519M AUM
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
QCM
QRG Capital Management Chicago, Illinois $12.1B AUM 44.98% 1-Year Est. Return
OIAM
OFI Invest Asset Management Paris, France $10B AUM 48.47% 1-Year Est. Return

Foster Group's WMT Position: Q2 2026 in Review

Foster Group increased its Walmart Inc (WMT) stake by 4.8% in Q2 2026, buying an estimated $138K and bringing the position to 24,370 shares worth $2.76M. The position accounts for 0.07% of the portfolio, ranked #76.

Foster Group first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.89M in Q1 2026. 822 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Foster Group held 24,370 shares of Walmart Inc worth $2.76M as of Q2 2026.
  • Foster Group bought 1,108 Walmart Inc shares in Q2 2026, an estimated $138K.
  • Walmart Inc made up 0.07% of Foster Group's portfolio in Q2 2026, its #76 holding.
  • Foster Group first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Foster Group's Walmart Inc position peaked at $2.89M in Q1 2026.
  • 822 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Foster Group's 13F filing for Q2 2026, filed 7 Jul 2026.