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Foundations Investment Advisors’s Walmart Inc WMT Stock Holding History

Foundations Investment Advisors’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 		$14.3M Buy
114,917
+12,050
+12% +$1.48M 0.18% 128
2025
Q4 		$11.5M Buy
102,867
+6,009
+6% +$645K 0.15% 139
2025
Q3 		$9.98M Sell
96,858
-63,872
-40% -$6.36M 0.15% 139
2025
Q2 		$15.7M Buy
160,730
+27,581
+21% +$2.63M 0.25% 100
2025
Q1 		$11.7M Buy
133,149
+55,397
+71% +$5.2M 0.22% 112
2024
Q4 		$7.02M Buy
77,752
+9,303
+14% +$807K 0.14% 146
2024
Q3 		$5.53M Buy
68,449
+10,869
+19% +$798K 0.12% 153
2024
Q2 		$3.9M Buy
57,580
+4,804
+9% +$303K 0.09% 171
2024
Q1 		$3.18M Sell
52,776
-4,413
-8% -$253K 0.08% 190
2023
Q4 		$3.21M Sell
57,189
-33,414
-37% -$1.77M 0.09% 173
2023
Q3 		$4.83M Buy
90,603
+53,598
+145% +$2.85M 0.15% 115
2023
Q2 		$1.94M Buy
37,005
+3,981
+12% +$201K 0.06% 194
2023
Q1 		$1.62M Buy
33,024
+4,899
+17% +$233K 0.06% 185
2022
Q4 		$1.33M Buy
28,125
+2,427
+9% +$115K 0.05% 175
2022
Q3 		$1.11M Sell
25,698
-1,149
-4% -$50.3K 0.05% 160
2022
Q2 		$1.12M Sell
26,847
-16,092
-37% -$742K 0.05% 130
2022
Q1 		$2.25M Sell
42,939
-54,891
-56% -$2.58M 0.09% 90
2021
Q4 		$4.68M Sell
97,830
-43,950
-31% -$2.1M 0.18% 52
2021
Q3 		$6.46M Buy
141,780
+128,613
+977% +$6.2M 0.28% 29
2021
Q2 		$616K Buy
13,167
+2,334
+22% +$109K 0.03% 146
2021
Q1 		$505K Buy
10,833
+4,413
+69% +$204K 0.03% 135
2020
Q4 		$314K Sell
6,420
-21
-0.3% -$1.02K 0.02% 141
2020
Q3 		$302K Sell
6,441
-138
-2% -$6.14K 0.07% 135
2020
Q2 		$261K Buy
6,579
+1,272
+24% +$52.3K 0.02% 146
2020
Q1 		$202K Buy
+5,307
New +$204K 0.02% 110

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Foundations Investment Advisors's WMT Position: Q1 2026 in Review

Foundations Investment Advisors increased its Walmart Inc (WMT) stake by 12% in Q1 2026, buying an estimated $1.48M and bringing the position to 114,917 shares worth $14.3M. The position accounts for 0.18% of the portfolio, ranked #128.

Foundations Investment Advisors first reported a position in WMT in Q1 2020 and has held it in 25 quarters since. The position peaked at $15.7M in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Foundations Investment Advisors held 114,917 shares of Walmart Inc worth $14.3M as of Q1 2026.
  • Foundations Investment Advisors bought 12,050 Walmart Inc shares in Q1 2026, an estimated $1.48M.
  • Walmart Inc made up 0.18% of Foundations Investment Advisors's portfolio in Q1 2026, its #128 holding.
  • Foundations Investment Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 25 quarters since.
  • Foundations Investment Advisors's Walmart Inc position peaked at $15.7M in Q2 2025.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Foundations Investment Advisors's 13F filing for Q1 2026, filed 11 May 2026.