Foundation Resource Management’s Walmart Inc WMT Stock Holding History

Foundation Resource Management’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 Q1	$2.18M	Hold	17,502	–	–	0.24%	44
2025 Q4	$1.95M	Hold	17,502	–	–	0.26%	42
2025 Q3	$1.8M	Buy	17,502 +955	+6%	+$95.1K	0.26%	42
2025 Q2	$1.62M	Sell	16,547 -20	-0.1%	-$1.91K	0.25%	41
2025 Q1	$1.45M	Sell	16,567 -2,809	-14%	-$264K	0.23%	40
2024 Q4	$1.75M	Sell	19,376 -150	-0.8%	-$13K	0.29%	41
2024 Q3	$1.58M	Hold	19,526	–	–	0.24%	40
2024 Q2	$1.32M	Sell	19,526 -100	-0.5%	-$6.3K	0.21%	41
2024 Q1	$1.18M	Hold	19,626	–	–	0.19%	42
2023 Q4	$1.03M	Buy	19,626 +474	+2%	+$25.1K	0.16%	42
2023 Q3	$1.02M	Buy	19,152 +3,774	+25%	+$201K	0.17%	41
2023 Q2	$806K	Buy	15,378 +99	+0.6%	+$4.99K	0.13%	42
2023 Q1	$751K	Buy	15,279 +21	+0.1%	+$997	0.12%	42
2022 Q4	$721K	Buy	15,258 +255	+2%	+$12.1K	0.12%	42
2022 Q3	$649K	Buy	15,003 +5,085	+51%	+$223K	0.12%	40
2022 Q2	$402K	Sell	9,918 -1,539	-13%	-$71K	0.07%	47
2022 Q1	$569K	Sell	11,457 -213	-2%	-$10K	0.09%	44
2021 Q4	$563K	Hold	11,670	–	–	0.11%	42
2021 Q3	$542K	Hold	11,670	–	–	0.12%	42
2021 Q2	$549K	Sell	11,670 -198	-2%	-$9.22K	0.12%	42
2021 Q1	$537K	Hold	11,868	–	–	0.13%	41
2020 Q4	$570K	Hold	11,868	–	–	0.15%	44
2020 Q3	$553K	Sell	11,868 -3	-0%	-$133	0.17%	42
2020 Q2	$474K	Hold	11,871	–	–	0.15%	43
2020 Q1	$450K	Sell	11,871 -450	-4%	-$17.3K	0.16%	42
2019 Q4	$488K	Sell	12,321 -150	-1%	-$5.96K	0.11%	43
2019 Q3	$493K	Sell	12,471 -1,116	-8%	-$42.1K	0.11%	45
2019 Q2	$500K	Hold	13,587	–	–	0.1%	44
2019 Q1	$442K	Hold	13,587	–	–	0.09%	46
2018 Q4	$422K	Hold	13,587	–	–	0.09%	46
2018 Q3	$425K	Hold	13,587	–	–	0.08%	47
2018 Q2	$388K	Hold	13,587	–	–	0.08%	46
2018 Q1	$403K	Hold	13,587	–	–	0.08%	48
2017 Q4	$447K	Hold	13,587	–	–	0.08%	49
2017 Q3	$354K	Hold	13,587	–	–	0.06%	52
2017 Q2	$343K	Sell	13,587 -900	-6%	-$22.8K	0.06%	51
2017 Q1	$348K	Hold	14,487	–	–	0.06%	52
2016 Q4	$334K	Buy	14,487 +300	+2%	+$7K	0.06%	54
2016 Q3	$341K	Hold	14,187	–	–	0.06%	54
2016 Q2	$345K	Hold	14,187	–	–	0.06%	52
2016 Q1	$324K	Hold	14,187	–	–	0.07%	51
2015 Q4	$290K	Hold	14,187	–	–	0.06%	54
2015 Q3	$307K	Hold	14,187	–	–	0.07%	53
2015 Q2	$335K	Hold	14,187	–	–	0.06%	54
2015 Q1	$389K	Hold	14,187	–	–	0.06%	56
2014 Q4	$406K	Sell	14,187 -504	-3%	-$13.6K	0.06%	60
2014 Q3	$374K	Hold	14,691	–	–	0.05%	60
2014 Q2	$368K	Hold	14,691	–	–	0.04%	61
2014 Q1	$374K	Hold	14,691	–	–	0.05%	62
2013 Q4	$385K	Hold	14,691	–	–	0.05%	62
2013 Q3	$362K	Hold	14,691	–	–	0.05%	63
2013 Q2	$365K	Buy	+14,691	New	+$377K	0.05%	65

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundation Resource Management's WMT Position: Q1 2026 in Review

Foundation Resource Management held its Walmart Inc (WMT) position steady in Q1 2026 at 17,502 shares worth $2.18M. The position accounts for 0.24% of the portfolio, ranked #44.

Foundation Resource Management first reported a position in WMT in Q2 2013 and has held it in 52 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Foundation Resource Management held 17,502 shares of Walmart Inc worth $2.18M as of Q1 2026.
Foundation Resource Management left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.24% of Foundation Resource Management's portfolio in Q1 2026, its #44 holding.
Foundation Resource Management first reported a position in Walmart Inc in Q2 2013 and has held it in 52 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Foundation Resource Management's 13F filing for Q1 2026, filed 21 Apr 2026.