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Fortem Financial Group’s Walmart Inc WMT Stock Holding History

Fortem Financial Group’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 		$869K Sell
7,671
-125
-2% -$15.5K 0.18% 94
2026
Q1 		$969K Buy
7,796
+1,372
+21% +$168K 0.24% 80
2025
Q4 		$716K Buy
6,424
+10
+0.2% +$1.07K 0.19% 94
2025
Q3 		$661K Sell
6,414
-2,378
-27% -$237K 0.19% 96
2025
Q2 		$860K Sell
8,792
-4,767
-35% -$454K 0.28% 79
2025
Q1 		$1.19M Sell
13,559
-3,202
-19% -$300K 0.46% 64
2024
Q4 		$1.51M Buy
16,761
+508
+3% +$44.1K 0.59% 44
2024
Q3 		$1.31M Sell
16,253
-3,494
-18% -$257K 0.53% 53
2024
Q2 		$1.34M Buy
19,747
+481
+2% +$30.3K 0.57% 50
2024
Q1 		$1.16M Buy
19,266
+744
+4% +$42.6K 0.51% 70
2023
Q4 		$973K Buy
18,522
+2,559
+16% +$135K 0.48% 70
2023
Q3 		$851K Buy
15,963
+4,935
+45% +$263K 0.5% 64
2023
Q2 		$578K Buy
+11,028
New +$556K 0.34% 91
2022
Q3 		– Sell
-6,396
Closed -$259K – 184
2022
Q2 		$259K Sell
6,396
-633
-9% -$29.2K 0.17% 145
2022
Q1 		$349K Sell
7,029
-1,266
-15% -$59.4K 0.15% 130
2021
Q4 		$400K Sell
8,295
-102
-1% -$4.87K 0.18% 131
2021
Q3 		$390K Sell
8,397
-2,919
-26% -$141K 0.2% 122
2021
Q2 		$532K Buy
11,316
+477
+4% +$22.2K 0.27% 109
2021
Q1 		$491K Sell
10,839
-117
-1% -$5.42K 0.28% 103
2020
Q4 		$526K Sell
10,956
-918
-8% -$44.6K 0.32% 91
2020
Q3 		$554K Sell
11,874
-18,789
-61% -$835K 0.4% 86
2020
Q2 		$1.22M Buy
30,663
+3,042
+11% +$125K 0.95% 38
2020
Q1 		$1.05M Sell
27,621
-14,475
-34% -$557K 0.95% 31
2019
Q4 		$1.67M Sell
42,096
-2,439
-5% -$96.9K 1.24% 30
2019
Q3 		$1.76M Sell
44,535
-774
-2% -$29.2K 1.5% 24
2019
Q2 		$1.67M Sell
45,309
-801
-2% -$27.6K 1.68% 16
2019
Q1 		$1.5M Sell
46,110
-288
-0.6% -$9.34K 1.56% 20
2018
Q4 		$1.44M Buy
+46,398
New +$1.49M 1.74% 18

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

Fortem Financial Group's WMT Position: Q2 2026 in Review

Fortem Financial Group reduced its Walmart Inc (WMT) stake by 1.6% in Q2 2026, selling an estimated $15.5K and leaving 7,671 shares worth $869K. The position accounts for 0.18% of the portfolio, ranked #94.

Fortem Financial Group first reported a position in WMT in Q4 2018 and has held it in 28 quarters since. The position peaked at $1.76M in Q3 2019. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fortem Financial Group held 7,671 shares of Walmart Inc worth $869K as of Q2 2026.
  • Fortem Financial Group sold 125 Walmart Inc shares in Q2 2026, an estimated $15.5K.
  • Walmart Inc made up 0.18% of Fortem Financial Group's portfolio in Q2 2026, its #94 holding.
  • Fortem Financial Group first reported a position in Walmart Inc in Q4 2018 and has held it in 28 quarters since.
  • Fortem Financial Group's Walmart Inc position peaked at $1.76M in Q3 2019.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fortem Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.