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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
2025
Q1 		– Sell
-15,000
Closed -$1.36M – 935
2024
Q4 		$1.36M Buy
+15,000
New +$1.3M 0.03% 352

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. 4,425 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.
  • 4,425 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.