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Fortitude Family Office’s Walmart Inc WMT Stock Holding History

Fortitude Family Office’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 		$332K Buy
2,930
+295
+11% +$36.6K 0.06% 109
2026
Q1 		$327K Buy
2,635
+605
+30% +$74.3K 0.07% 102
2025
Q4 		$226K Buy
2,030
+41
+2% +$4.4K 0.05% 132
2025
Q3 		$205K Sell
1,989
-160
-7% -$15.9K 0.06% 140
2025
Q2 		$210K Sell
2,149
-1,464
-41% -$139K 0.07% 121
2025
Q1 		$317K Sell
3,613
-4,509
-56% -$423K 0.11% 91
2024
Q4 		$734K Buy
8,122
+64
+0.8% +$5.55K 0.26% 58
2024
Q3 		$651K Buy
8,058
+6,471
+408% +$475K 0.26% 54
2024
Q2 		$107K Buy
1,587
+414
+35% +$26.1K 0.06% 110
2024
Q1 		$70.6K Buy
1,173
+324
+38% +$18.5K 0.05% 120
2023
Q4 		$44.6K Buy
+849
New +$44.9K 0.03% 185

Other funds holding WMT

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
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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Fortitude Family Office's WMT Position: Q2 2026 in Review

Fortitude Family Office increased its Walmart Inc (WMT) stake by 11% in Q2 2026, buying an estimated $36.6K and bringing the position to 2,930 shares worth $332K. The position accounts for 0.06% of the portfolio, ranked #109.

Fortitude Family Office first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $734K in Q4 2024. 1,965 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Fortitude Family Office held 2,930 shares of Walmart Inc worth $332K as of Q2 2026.
  • Fortitude Family Office bought 295 Walmart Inc shares in Q2 2026, an estimated $36.6K.
  • Walmart Inc made up 0.06% of Fortitude Family Office's portfolio in Q2 2026, its #109 holding.
  • Fortitude Family Office first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
  • Fortitude Family Office's Walmart Inc position peaked at $734K in Q4 2024.
  • 1,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Fortitude Family Office's 13F filing for Q2 2026, filed 20 Jul 2026.