Fortis Capital Advisors’s Walmart Inc WMT Stock Holding History

Fortis Capital Advisors’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	$1.55M	Buy	13,653 +4,667	+52%	+$579K	0.17%	105
2026 Q1	$1.12M	Buy	8,986 +3,899	+77%	+$479K	0.15%	118
2025 Q4	$567K	Buy	5,087 +532	+12%	+$57.1K	0.08%	187
2025 Q3	$470K	Sell	4,555 -88	-2%	-$8.76K	0.07%	187
2025 Q2	$454K	Sell	4,643 -16	-0.3%	-$1.52K	0.08%	165
2025 Q1	$409K	Buy	4,659 +1,805	+63%	+$169K	0.08%	177
2024 Q4	$220K	Sell	2,854 -585	-17%	-$50.8K	0.08%	165
2024 Q3	$278K	Buy	+3,439	New	+$253K	0.09%	147
2023 Q3	–	Sell	-4,323	Closed	-$226K	–	124
2023 Q2	$226K	Buy	4,323 +1,971	+84%	+$99.4K	0.13%	97
2023 Q1	$116K	Sell	2,352 -39	-2%	-$1.85K	0.06%	155
2022 Q4	$113K	Buy	+2,391	New	+$114K	0.07%	195

Other funds holding WMT

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Fortis Capital Advisors's WMT Position: Q2 2026 in Review

Fortis Capital Advisors increased its Walmart Inc (WMT) stake by 52% in Q2 2026, buying an estimated $579K and bringing the position to 13,653 shares worth $1.55M. The position accounts for 0.17% of the portfolio, ranked #105.

Fortis Capital Advisors first reported a position in WMT in Q4 2022 and has held it in 11 quarters since. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Fortis Capital Advisors held 13,653 shares of Walmart Inc worth $1.55M as of Q2 2026.
Fortis Capital Advisors bought 4,667 Walmart Inc shares in Q2 2026, an estimated $579K.
Walmart Inc made up 0.17% of Fortis Capital Advisors's portfolio in Q2 2026, its #105 holding.
Fortis Capital Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 11 quarters since.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.