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Forte Capital’s Walmart Inc WMT Stock Holding History

Forte 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
2025
Q2 		$719K Buy
7,349
+18
+0.2% +$1.72K 0.08% 149
2025
Q1 		$644K Sell
7,331
-49
-0.7% -$4.6K 0.08% 150
2024
Q4 		$667K Hold
7,380
– – 0.08% 142
2024
Q3 		$596K Sell
7,380
-1,972
-21% -$145K 0.07% 155
2024
Q2 		$633K Sell
9,352
-149
-2% -$9.38K 0.08% 137
2024
Q1 		$572K Buy
9,501
+600
+7% +$34.3K 0.07% 147
2023
Q4 		$468K Sell
8,901
-684
-7% -$36.2K 0.06% 151
2023
Q3 		$511K Buy
9,585
+255
+3% +$13.6K 0.08% 132
2023
Q2 		$489K Sell
9,330
-1,200
-11% -$60.5K 0.07% 142
2023
Q1 		$518K Hold
10,530
– – 0.08% 133
2022
Q4 		$498K Sell
10,530
-204
-2% -$9.69K 0.09% 128
2022
Q3 		$464K Sell
10,734
-780
-7% -$34.2K 0.08% 126
2022
Q2 		$467K Buy
11,514
+657
+6% +$30.3K 0.08% 129
2022
Q1 		$524K Hold
10,857
– – 0.07% 151
2021
Q4 		$524K Sell
10,857
-951
-8% -$45.4K 0.07% 151
2021
Q3 		$549K Sell
11,808
-285
-2% -$13.7K 0.07% 146
2021
Q2 		$568K Buy
12,093
+144
+1% +$6.71K 0.08% 138
2021
Q1 		$541K Buy
11,949
+57
+0.5% +$2.64K 0.08% 132
2020
Q4 		$571K Buy
11,892
+423
+4% +$20.5K 0.09% 125
2020
Q3 		$535K Buy
11,469
+1,914
+20% +$85.1K 0.1% 120
2020
Q2 		$381K Buy
+9,555
New +$393K 0.08% 133

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

Forte Capital's WMT Position: Q2 2025 in Review

Forte Capital increased its Walmart Inc (WMT) stake by 0.25% in Q2 2025, buying an estimated $1.72K and bringing the position to 7,349 shares worth $719K. The position accounts for 0.08% of the portfolio, ranked #149.

Forte Capital first reported a position in WMT in Q2 2020 and has held it in 21 quarters since. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Forte Capital held 7,349 shares of Walmart Inc worth $719K as of Q2 2025.
  • Forte Capital bought 18 Walmart Inc shares in Q2 2025, an estimated $1.72K.
  • Walmart Inc made up 0.08% of Forte Capital's portfolio in Q2 2025, its #149 holding.
  • Forte Capital first reported a position in Walmart Inc in Q2 2020 and has held it in 21 quarters since.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Forte Capital's 13F filing for Q2 2025, filed 15 Jul 2025.