FCM
WMT icon

Fortis Capital Management’s Walmart Inc WMT Stock Holding History

Fortis Capital Management’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 		$8.22M Buy
72,549
+67,153
+1,244% +$8.34M 0.92% 28
2026
Q1 		$671K Sell
5,396
-491
-8% -$60.3K 0.07% 111
2025
Q4 		$656K Buy
5,887
+2,950
+100% +$317K 0.09% 102
2025
Q3 		$303K Buy
2,937
+778
+36% +$77.5K 0.04% 141
2025
Q2 		$211K Buy
+2,159
New +$206K 0.03% 159

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

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

Fortis Capital Management increased its Walmart Inc (WMT) stake by 1,244% in Q2 2026, buying an estimated $8.34M and bringing the position to 72,549 shares worth $8.22M. The position accounts for 0.92% of the portfolio, ranked #28.

Fortis Capital Management first reported a position in WMT in Q2 2025 and has held it in 5 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fortis Capital Management held 72,549 shares of Walmart Inc worth $8.22M as of Q2 2026.
  • Fortis Capital Management bought 67,153 Walmart Inc shares in Q2 2026, an estimated $8.34M.
  • Walmart Inc made up 0.92% of Fortis Capital Management's portfolio in Q2 2026, its #28 holding.
  • Fortis Capital Management first reported a position in Walmart Inc in Q2 2025 and has held it in 5 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

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