Founders Capital Management (Connecticut)’s Walmart Inc WMT Stock Holding History

Founders Capital Management (Connecticut)’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	$860K	Hold	7,594	–	–	0.13%	45
2026 Q1	$944K	Hold	7,594	–	–	0.16%	41
2025 Q4	$846K	Buy	7,594 +154	+2%	+$16.5K	0.13%	45
2025 Q3	$767K	Hold	7,440	–	–	0.12%	46
2025 Q2	$727K	Hold	7,440	–	–	0.12%	50
2025 Q1	$653K	Hold	7,440	–	–	0.12%	52
2024 Q4	$672K	Hold	7,440	–	–	0.12%	50
2024 Q3	$601K	Sell	7,440 -60	-0.8%	-$4.41K	0.1%	53
2024 Q2	$508K	Hold	7,500	–	–	0.09%	56
2024 Q1	$451K	Buy	7,500 +60	+0.8%	+$3.43K	0.08%	63
2023 Q4	$391K	Hold	7,440	–	–	0.08%	63
2023 Q3	$397K	Hold	7,440	–	–	0.09%	57
2023 Q2	$390K	Hold	7,440	–	–	0.09%	58
2023 Q1	$366K	Buy	7,440 +75	+1%	+$3.56K	0.09%	57
2022 Q4	$348K	Hold	7,365	–	–	0.09%	61
2022 Q3	$318K	Hold	7,365	–	–	0.09%	59
2022 Q2	$298K	Hold	7,365	–	–	0.08%	60
2022 Q1	$366K	Hold	7,365	–	–	0.08%	59
2021 Q4	$355K	Sell	7,365 -126	-2%	-$6.01K	0.08%	56
2021 Q3	$348K	Hold	7,491	–	–	0.09%	54
2021 Q2	$352K	Buy	7,491 +126	+2%	+$5.87K	0.08%	59
2021 Q1	$333K	Hold	7,365	–	–	0.08%	63
2020 Q4	$354K	Hold	7,365	–	–	0.1%	57
2020 Q3	$343K	Hold	7,365	–	–	0.11%	53
2020 Q2	$294K	Hold	7,365	–	–	0.1%	56
2020 Q1	$279K	Hold	7,365	–	–	0.11%	51
2019 Q4	$292K	Hold	7,365	–	–	0.1%	51
2019 Q3	$290K	Hold	7,365	–	–	0.1%	51
2019 Q2	$271K	Hold	7,365	–	–	0.1%	53
2019 Q1	$239K	Hold	7,365	–	–	0.09%	53
2018 Q4	$229K	Buy	+7,365	New	+$236K	0.1%	47
2017 Q3	–	Sell	-60,102	Closed	-$237K	–	56
2017 Q2	$237K	Hold	60,102	–	–	0.12%	50
2017 Q1	$1.44M	Sell	60,102 -1,014	-2%	-$23.3K	0.74%	30
2016 Q4	$1.41M	Sell	61,116 -3,900	-6%	-$91K	0.76%	29
2016 Q3	$1.56M	Sell	65,016 -1,830	-3%	-$44.4K	0.87%	29
2016 Q2	$1.63M	Buy	66,846 +900	+1%	+$20.8K	0.92%	30
2016 Q1	$1.51M	Buy	65,946 +1,080	+2%	+$23.7K	0.88%	31
2015 Q4	$1.32M	Buy	64,866 +25,035	+63%	+$502K	0.8%	31
2015 Q3	$861K	Buy	39,831 +3,936	+11%	+$90.3K	0.56%	32
2015 Q2	$845K	Hold	35,895	–	–	0.51%	32
2015 Q1	$984K	Sell	35,895 -360	-1%	-$10.2K	0.59%	31
2014 Q4	$1.04M	Buy	36,255 +1,830	+5%	+$49.4K	0.63%	33
2014 Q3	$877K	Buy	34,425 +1,482	+4%	+$37.4K	0.56%	37
2014 Q2	$824K	Buy	32,943 +4,434	+16%	+$114K	0.55%	37
2014 Q1	$726K	Hold	28,509	–	–	0.58%	34
2013 Q4	$748K	Buy	+28,509	New	+$736K	0.63%	33

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Founders Capital Management (Connecticut)'s WMT Position: Q2 2026 in Review

Founders Capital Management (Connecticut) held its Walmart Inc (WMT) position steady in Q2 2026 at 7,594 shares worth $860K. The position accounts for 0.13% of the portfolio, ranked #45.

Founders Capital Management (Connecticut) first reported a position in WMT in Q4 2013 and has held it in 46 quarters since. The position peaked at $1.63M in Q2 2016. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Founders Capital Management (Connecticut) held 7,594 shares of Walmart Inc worth $860K as of Q2 2026.
Founders Capital Management (Connecticut) left its Walmart Inc share count unchanged in Q2 2026.
Walmart Inc made up 0.13% of Founders Capital Management (Connecticut)'s portfolio in Q2 2026, its #45 holding.
Founders Capital Management (Connecticut) first reported a position in Walmart Inc in Q4 2013 and has held it in 46 quarters since.
Founders Capital Management (Connecticut)'s Walmart Inc position peaked at $1.63M in Q2 2016.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Founders Capital Management (Connecticut)'s 13F filing for Q2 2026, filed 20 Jul 2026.