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Fortitude Advisory Group’s Walmart Inc WMT Stock Holding History

Fortitude Advisory 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 		$1.22M Buy
10,732
+294
+3% +$36.5K 0.46% 45
2026
Q1 		$1.3M Sell
10,438
-2,927
-22% -$359K 0.58% 32
2025
Q4 		$1.49M Sell
13,365
-813
-6% -$87.3K 0.63% 27
2025
Q3 		$1.46M Buy
14,178
+117
+0.8% +$11.6K 0.79% 24
2025
Q2 		$1.37M Buy
14,061
+547
+4% +$52.1K 0.79% 21
2025
Q1 		$1.23M Sell
13,514
-15,739
-54% -$1.48M 0.89% 19
2024
Q4 		$2.64M Buy
29,253
+144
+0.5% +$12.5K 1.59% 14
2024
Q3 		$2.35M Buy
29,109
+1,250
+4% +$91.8K 1.48% 11
2024
Q2 		$1.89M Buy
27,859
+1,689
+6% +$106K 1.13% 14
2024
Q1 		$1.57M Sell
26,170
-566
-2% -$32.4K 0.89% 18
2023
Q4 		$1.41M Sell
26,736
-213
-0.8% -$11.3K 0.85% 18
2023
Q3 		$1.44M Buy
26,949
+6,504
+32% +$346K 0.97% 16
2023
Q2 		$1.07M Sell
20,445
-957
-4% -$48.3K 0.79% 22
2023
Q1 		$1.05M Buy
21,402
+558
+3% +$26.5K 0.82% 20
2022
Q4 		$985K Sell
20,844
-18
-0.1% -$855 0.84% 19
2022
Q3 		$902K Sell
20,862
-426
-2% -$18.7K 0.86% 21
2022
Q2 		$863K Buy
21,288
+12,312
+137% +$568K 0.79% 24
2022
Q1 		$446K Sell
8,976
-648
-7% -$30.4K 0.24% 76
2021
Q4 		$464K Buy
+9,624
New +$459K 0.23% 72

Other funds holding WMT

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
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
Asset Management One
Asset Management One Tokyo, Japan $39B AUM 37.51% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Fortitude Advisory Group's WMT Position: Q2 2026 in Review

Fortitude Advisory Group increased its Walmart Inc (WMT) stake by 2.8% in Q2 2026, buying an estimated $36.5K and bringing the position to 10,732 shares worth $1.22M. The position accounts for 0.46% of the portfolio, ranked #45.

Fortitude Advisory Group first reported a position in WMT in Q4 2021 and has held it in 19 quarters since. The position peaked at $2.64M in Q4 2024. 1,812 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fortitude Advisory Group held 10,732 shares of Walmart Inc worth $1.22M as of Q2 2026.
  • Fortitude Advisory Group bought 294 Walmart Inc shares in Q2 2026, an estimated $36.5K.
  • Walmart Inc made up 0.46% of Fortitude Advisory Group's portfolio in Q2 2026, its #45 holding.
  • Fortitude Advisory Group first reported a position in Walmart Inc in Q4 2021 and has held it in 19 quarters since.
  • Fortitude Advisory Group's Walmart Inc position peaked at $2.64M in Q4 2024.
  • 1,812 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fortitude Advisory Group's 13F filing for Q2 2026, filed 22 Jul 2026.