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Founders Financial Alliance’s Walmart Inc WMT Stock Holding History

Founders Financial Alliance’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 		$3.46M Sell
27,834
-206
-0.7% -$25.3K 0.62% 36
2025
Q4 		$3.12M Sell
28,040
-904
-3% -$97.1K 0.59% 37
2025
Q3 		$2.98M Buy
28,944
+217
+0.8% +$21.6K 0.56% 36
2025
Q2 		$2.81M Buy
28,727
+1,057
+4% +$101K 0.64% 35
2025
Q1 		$2.43M Buy
27,670
+2,649
+11% +$249K 0.59% 37
2024
Q4 		$2.26M Buy
25,021
+8,596
+52% +$746K 0.62% 33
2024
Q3 		$1.33M Buy
16,425
+574
+4% +$42.2K 0.37% 60
2024
Q2 		$1.07M Buy
15,851
+1,279
+9% +$80.5K 0.32% 75
2024
Q1 		$877K Sell
14,572
-23
-0.2% -$1.32K 0.26% 87
2023
Q4 		$767K Sell
14,595
-1,278
-8% -$67.6K 0.3% 77
2023
Q3 		$846K Sell
15,873
-1,878
-11% -$99.9K 0.37% 63
2023
Q2 		$930K Buy
17,751
+4,221
+31% +$213K 0.37% 65
2023
Q1 		$664K Sell
13,530
-2,502
-16% -$119K 0.33% 72
2022
Q4 		$758K Sell
16,032
-2,784
-15% -$132K 0.35% 70
2022
Q3 		$813K Sell
18,816
-1,896
-9% -$83.1K 0.41% 63
2022
Q2 		$839K Buy
20,712
+1,881
+10% +$86.7K 0.43% 62
2022
Q1 		$935K Buy
18,831
+138
+0.7% +$6.48K 0.42% 59
2021
Q4 		$902K Sell
18,693
-846
-4% -$40.4K 0.36% 68
2021
Q3 		$909K Buy
19,539
+1,161
+6% +$55.9K 0.43% 59
2021
Q2 		$866K Buy
18,378
+663
+4% +$30.9K 0.39% 65
2021
Q1 		$823K Buy
17,715
+2,433
+16% +$113K 0.41% 60
2020
Q4 		$736K Buy
15,282
+867
+6% +$42.1K 0.42% 62
2020
Q3 		$686K Buy
+14,415
New +$641K 0.41% 50

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

Founders Financial Alliance's WMT Position: Q1 2026 in Review

Founders Financial Alliance reduced its Walmart Inc (WMT) stake by 0.73% in Q1 2026, selling an estimated $25.3K and leaving 27,834 shares worth $3.46M. The position accounts for 0.62% of the portfolio, ranked #36.

Founders Financial Alliance first reported a position in WMT in Q3 2020 and has held it in 23 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Founders Financial Alliance held 27,834 shares of Walmart Inc worth $3.46M as of Q1 2026.
  • Founders Financial Alliance sold 206 Walmart Inc shares in Q1 2026, an estimated $25.3K.
  • Walmart Inc made up 0.62% of Founders Financial Alliance's portfolio in Q1 2026, its #36 holding.
  • Founders Financial Alliance first reported a position in Walmart Inc in Q3 2020 and has held it in 23 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Founders Financial Alliance's 13F filing for Q1 2026, filed 11 May 2026.