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Founders Financial Securities’s Walmart Inc WMT Stock Holding History

Founders Financial Securities’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 		$1.67M Sell
14,723
-16,932
-53% -$2.1M 0.09% 227
2026
Q1 		$4.09M Buy
31,655
+1,046
+3% +$128K 0.23% 88
2025
Q4 		$3.41M Buy
30,609
+2,558
+9% +$275K 0.2% 90
2025
Q3 		$2.89M Buy
28,051
+309
+1% +$30.8K 0.2% 100
2025
Q2 		$2.71M Sell
27,742
-5,176
-16% -$493K 0.21% 103
2025
Q1 		$3.13M Buy
32,918
+1,729
+6% +$162K 0.27% 82
2024
Q4 		$2.82M Buy
31,189
+770
+3% +$66.8K 0.25% 77
2024
Q3 		$2.46M Sell
30,419
-2,839
-9% -$208K 0.23% 86
2024
Q2 		$2.25M Buy
33,258
+1,123
+3% +$70.7K 0.21% 97
2024
Q1 		$1.93M Sell
32,135
-1,738
-5% -$99.4K 0.2% 101
2023
Q4 		$1.78M Sell
33,873
-819
-2% -$43.3K 0.2% 99
2023
Q3 		$1.85M Sell
34,692
-99
-0.3% -$5.27K 0.24% 82
2023
Q2 		$1.82M Sell
34,791
-1,683
-5% -$84.9K 0.24% 82
2023
Q1 		$1.79M Buy
36,474
+1,812
+5% +$86K 0.26% 80
2022
Q4 		$1.64M Buy
34,662
+54
+0.2% +$2.56K 0.26% 84
2022
Q3 		$1.5M Buy
34,608
+7,866
+29% +$345K 0.26% 86
2022
Q2 		$1.08M Sell
26,742
-1,464
-5% -$67.5K 0.21% 93
2022
Q1 		$1.4M Buy
28,206
+393
+1% +$18.4K 0.25% 83
2021
Q4 		$1.34M Buy
27,813
+594
+2% +$28.4K 0.24% 85
2021
Q3 		$1.26M Buy
27,219
+1,113
+4% +$53.6K 0.25% 82
2021
Q2 		$1.23M Buy
26,106
+1,371
+6% +$63.9K 0.24% 89
2021
Q1 		$1.12M Buy
24,735
+1,392
+6% +$64.5K 0.26% 78
2020
Q4 		$1.12M Buy
23,343
+435
+2% +$21.1K 0.27% 67
2020
Q3 		$1.07M Sell
22,908
-2,850
-11% -$127K 0.34% 49
2020
Q2 		$1.04M Buy
25,758
+6,288
+32% +$259K 0.34% 57
2020
Q1 		$737K Sell
19,470
-6,408
-25% -$246K 0.27% 53
2019
Q4 		$1.02M Sell
25,878
-420
-2% -$16.7K 0.35% 53
2019
Q3 		$1.04M Buy
26,298
+2,133
+9% +$80.5K 0.33% 61
2019
Q2 		$890K Sell
24,165
-5,064
-17% -$175K 0.29% 55
2019
Q1 		$950K Sell
29,229
-42
-0.1% -$1.36K 0.3% 55
2018
Q4 		$909K Sell
29,271
-1,488
-5% -$47.7K 0.33% 49
2018
Q3 		$963K Buy
30,759
+54
+0.2% +$1.65K 0.27% 54
2018
Q2 		$877K Sell
30,705
-264
-0.9% -$7.5K 0.27% 56
2018
Q1 		$918K Buy
30,969
+408
+1% +$13.1K 0.3% 50
2017
Q4 		$1.01M Buy
30,561
+240
+0.8% +$7.34K 0.33% 46
2017
Q3 		$790K Buy
30,321
+1,338
+5% +$35.1K 0.28% 53
2017
Q2 		$731K Sell
28,983
-19,323
-40% -$491K 0.28% 56
2017
Q1 		$1.16M Buy
48,306
+17,070
+55% +$393K 0.44% 37
2016
Q4 		$720K Sell
31,236
-279
-0.9% -$6.51K 0.3% 40
2016
Q3 		$758K Sell
31,515
-115,992
-79% -$2.81M 0.32% 45
2016
Q2 		$3.59M Sell
147,507
-648
-0.4% -$15K 1.65% 21
2016
Q1 		$3.38M Buy
+148,155
New +$3.25M 1.59% 20

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Founders Financial Securities's WMT Position: Q2 2026 in Review

Founders Financial Securities reduced its Walmart Inc (WMT) stake by 53% in Q2 2026, selling an estimated $2.1M and leaving 14,723 shares worth $1.67M. The position accounts for 0.09% of the portfolio, ranked #227.

Founders Financial Securities first reported a position in WMT in Q1 2016 and has held it in 42 quarters since. The position peaked at $4.09M in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Founders Financial Securities held 14,723 shares of Walmart Inc worth $1.67M as of Q2 2026.
  • Founders Financial Securities sold 16,932 Walmart Inc shares in Q2 2026, an estimated $2.1M.
  • Walmart Inc made up 0.09% of Founders Financial Securities's portfolio in Q2 2026, its #227 holding.
  • Founders Financial Securities first reported a position in Walmart Inc in Q1 2016 and has held it in 42 quarters since.
  • Founders Financial Securities's Walmart Inc position peaked at $4.09M in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Founders Financial Securities's 13F filing for Q2 2026, filed 31 Jul 2026.