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Fountainhead AM’s Walmart Inc WMT Stock Holding History

Fountainhead AM’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 		$220K Buy
1,770
+1,196
+208% +$147K 0.2% 88
2025
Q4 		$64K Sell
574
-1,970
-77% -$212K 0.09% 98
2025
Q3 		$262K Buy
2,544
+246
+11% +$24.5K 0.03% 191
2025
Q2 		$225K Buy
+2,298
New +$219K 0.03% 191

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

Fountainhead AM's WMT Position: Q1 2026 in Review

Fountainhead AM increased its Walmart Inc (WMT) stake by 208% in Q1 2026, buying an estimated $147K and bringing the position to 1,770 shares worth $220K. The position accounts for 0.2% of the portfolio, ranked #88.

Fountainhead AM first reported a position in WMT in Q2 2025 and has held it in 4 quarters since. The position peaked at $262K in Q3 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fountainhead AM held 1,770 shares of Walmart Inc worth $220K as of Q1 2026.
  • Fountainhead AM bought 1,196 Walmart Inc shares in Q1 2026, an estimated $147K.
  • Walmart Inc made up 0.2% of Fountainhead AM's portfolio in Q1 2026, its #88 holding.
  • Fountainhead AM first reported a position in Walmart Inc in Q2 2025 and has held it in 4 quarters since.
  • Fountainhead AM's Walmart Inc position peaked at $262K in Q3 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fountainhead AM's 13F filing for Q1 2026, filed 11 May 2026.