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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
Q2 		$14.3M Buy
126,291
+11,374
+10% +$1.41M 0.15% 144
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Foundations Investment Advisors's WMT Position: Q2 2026 in Review

Foundations Investment Advisors increased its Walmart Inc (WMT) stake by 9.9% in Q2 2026, buying an estimated $1.41M and bringing the position to 126,291 shares worth $14.3M. The position accounts for 0.15% of the portfolio, ranked #144.

Foundations Investment Advisors first reported a position in WMT in Q1 2020 and has held it in 26 quarters since. The position peaked at $15.7M in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Foundations Investment Advisors held 126,291 shares of Walmart Inc worth $14.3M as of Q2 2026.
  • Foundations Investment Advisors bought 11,374 Walmart Inc shares in Q2 2026, an estimated $1.41M.
  • Walmart Inc made up 0.15% of Foundations Investment Advisors's portfolio in Q2 2026, its #144 holding.
  • Foundations Investment Advisors first reported a position in Walmart Inc in Q1 2020 and has held it in 26 quarters since.
  • Foundations Investment Advisors's Walmart Inc position peaked at $15.7M in Q2 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Foundations Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.