FORA Capital’s Walmart Inc WMT Stock Holding History

FORA Capital’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	$574K	Buy	+5,068	New	+$629K	0.04%	257
2026 Q1	–	Sell	-39,370	Closed	-$4.84M	–	613
2025 Q4	$4.84M	Buy	+39,370	New	+$4.23M	0.59%	49
2025 Q2	–	Sell	-162,441	Closed	-$14.3M	–	730
2025 Q1	$14.3M	Buy	+162,441	New	+$15.2M	1.45%	7
2024 Q1	–	Sell	-275,727	Closed	-$14.5M	–	588
2023 Q4	$14.5M	Buy	+275,727	New	+$14.6M	1.24%	9
2023 Q1	–	Sell	-32,763	Closed	-$1.55M	–	722
2022 Q4	$1.55M	Buy	+32,763	New	+$1.56M	0.25%	109
2022 Q3	–	Sell	-108,612	Closed	-$4.4M	–	602
2022 Q2	$4.4M	Buy	+108,612	New	+$5.01M	0.88%	17
2021 Q4	–	Sell	-17,997	Closed	-$836K	–	485
2021 Q3	$836K	Buy	+17,997	New	+$867K	0.21%	138
2021 Q1	–	Sell	-40,566	Closed	-$1.95M	–	1147
2020 Q4	$1.95M	Buy	40,566 +22,167	+120%	+$1.08M	0.3%	76
2020 Q3	$858K	Buy	+18,399	New	+$818K	0.56%	35
2020 Q1	–	Sell	-330,390	Closed	-$13.1M	–	1384
2019 Q4	$13.1M	Buy	+330,390	New	+$13.1M	1.32%	11

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

FORA Capital's WMT Position: Q2 2026 in Review

FORA Capital opened a new position in Walmart Inc (WMT) in Q2 2026: 5,068 shares worth $574K. The stake represents 0.04% of the portfolio and ranks #257 among its holdings. This is a return to the name: FORA Capital previously reported a position in WMT as recently as Q4 2025.

FORA Capital first reported a position in WMT in Q4 2019 and has held it in 10 quarters since. The position peaked at $14.5M in Q4 2023. 4,376 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

FORA Capital held 5,068 shares of Walmart Inc worth $574K as of Q2 2026.
Walmart Inc was a new FORA Capital position in Q2 2026.
Walmart Inc made up 0.04% of FORA Capital's portfolio in Q2 2026, its #257 holding.
FORA Capital first reported a position in Walmart Inc in Q4 2019 and has held it in 10 quarters since.
FORA Capital's Walmart Inc position peaked at $14.5M in Q4 2023.
4,376 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on FORA Capital's 13F filing for Q2 2026, filed 13 Aug 2026.