Fortis Group Advisors’s Walmart Inc WMT Stock Holding History

Fortis Group 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	$706K	Sell	6,236 -10,244	-62%	-$1.27M	0.11%	167
2026 Q1	$2.17M	Sell	16,480 -259	-2%	-$31.8K	0.36%	74
2025 Q4	$1.99M	Sell	16,739 -533	-3%	-$57.2K	0.33%	75
2025 Q3	$1.75M	Buy	17,272 +520	+3%	+$51.8K	0.3%	77
2025 Q2	$1.64M	Sell	16,752 -3,256	-16%	-$310K	0.3%	83
2025 Q1	$1.76M	Sell	20,008 -13,229	-40%	-$1.24M	0.34%	80
2024 Q4	$3M	Buy	33,237 +1,516	+5%	+$132K	0.56%	51
2024 Q3	$2.56M	Buy	31,721 +24,220	+323%	+$1.78M	0.47%	53
2024 Q2	$508K	Buy	7,501 +675	+10%	+$42.5K	0.1%	117
2024 Q1	$411K	Buy	6,826 +667	+11%	+$38.2K	0.08%	144
2023 Q4	$303K	Hold	6,159	–	–	0.07%	100
2023 Q3	$303K	Sell	6,159 -2,520	-29%	-$134K	0.09%	95
2023 Q2	$455K	Buy	8,679 +2,757	+47%	+$139K	0.12%	90
2023 Q1	$298K	Buy	+5,922	New	+$281K	0.09%	94
2020 Q3	$1.64M	Buy	+35,247	New	+$1.57M	0.32%	44

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 Group Advisors's WMT Position: Q2 2026 in Review

Fortis Group Advisors reduced its Walmart Inc (WMT) stake by 62% in Q2 2026, selling an estimated $1.27M and leaving 6,236 shares worth $706K. The position accounts for 0.11% of the portfolio, ranked #167.

Fortis Group Advisors first reported a position in WMT in Q3 2020 and has held it in 15 quarters since. The position peaked at $3M in Q4 2024. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Fortis Group Advisors held 6,236 shares of Walmart Inc worth $706K as of Q2 2026.
Fortis Group Advisors sold 10,244 Walmart Inc shares in Q2 2026, an estimated $1.27M.
Walmart Inc made up 0.11% of Fortis Group Advisors's portfolio in Q2 2026, its #167 holding.
Fortis Group Advisors first reported a position in Walmart Inc in Q3 2020 and has held it in 15 quarters since.
Fortis Group Advisors's Walmart Inc position peaked at $3M in Q4 2024.
2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fortis Group Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.