Founders Financial Securities LLC

SEC CIK: 0001342396
Latest filing: Jul 31, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Founders Financial Securities LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 14,723
Value: $1.67M
% of portfolio: 0.1%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Founders Financial Securities LLC, by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	14,723	$1.67M	0.1%	−16,932−53.5%	Reduced	Holders
Q1 2026	31,655	$4.09M	0.2%	+1,046+3.4%	Added	Holders
Q4 2025	30,609	$3.41M	0.2%	+2,558+9.1%	Added	Holders
Q3 2025	28,051	$2.89M	0.2%	+309+1.1%	Added	Holders
Q2 2025	27,742	$2.71M	0.2%	−5,176−15.7%	Reduced	Holders
Q1 2025	32,918	$3.13M	0.3%	+1,729+5.5%	Added	Holders
Q4 2024	31,189	$2.82M	0.3%	+770+2.5%	Added	Holders
Q3 2024	30,419	$2.46M	0.2%	−2,839−8.5%	Reduced	Holders
Q2 2024	33,258	$2.25M	0.2%	+1,123+3.5%	Added	Holders
Q1 2024	32,135	$1.93M	0.2%	−1,738−5.1%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	11,291	$1.78M	0.2%	−273−2.4%	Reduced	Holders
Q3 2023	11,564	$1.85M	0.2%	−33−0.3%	Reduced	Holders
Q2 2023	11,597	$1.82M	0.2%	−561−4.6%	Reduced	Holders
Q1 2023	12,158	$1.79M	0.3%	+604+5.2%	Added	Holders
Q4 2022	11,554	$1.64M	0.3%	+18+0.2%	Added	Holders
Q3 2022	11,536	$1.50M	0.3%	+2,622+29.4%	Added	Holders
Q2 2022	8,914	$1.08M	0.2%	−488−5.2%	Reduced	Holders
Q1 2022	9,402	$1.40M	0.2%	+131+1.4%	Added	Holders
Q4 2021	9,271	$1.34M	0.2%	+198+2.2%	Added	Holders
Q3 2021	9,073	$1.26M	0.3%	+371+4.3%	Added	Holders
Q2 2021	8,702	$1.23M	0.2%	+457+5.5%	Added	Holders
Q1 2021	8,245	$1.12M	0.3%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.