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Fortress Private Ledger’s Walmart Inc WMT Stock Holding History

Fortress Private Ledger’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
Q1 		$1.85M Sell
14,891
-58
-0.4% -$7.12K 0.58% 35
2025
Q4 		$1.67M Buy
14,949
+1,969
+15% +$211K 0.55% 36
2025
Q3 		$1.34M Buy
12,980
+78
+0.6% +$7.76K 0.49% 42
2025
Q2 		$1.26M Sell
12,902
-364
-3% -$34.7K 0.57% 36
2025
Q1 		$1.16M Buy
13,266
+1,357
+11% +$127K 0.65% 37
2024
Q4 		$1.08M Buy
+11,909
New +$1.03M 0.66% 39

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Fortress Private Ledger's WMT Position: Q1 2026 in Review

Fortress Private Ledger reduced its Walmart Inc (WMT) stake by 0.39% in Q1 2026, selling an estimated $7.12K and leaving 14,891 shares worth $1.85M. The position accounts for 0.58% of the portfolio, ranked #35.

Fortress Private Ledger first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Fortress Private Ledger held 14,891 shares of Walmart Inc worth $1.85M as of Q1 2026.
  • Fortress Private Ledger sold 58 Walmart Inc shares in Q1 2026, an estimated $7.12K.
  • Walmart Inc made up 0.58% of Fortress Private Ledger's portfolio in Q1 2026, its #35 holding.
  • Fortress Private Ledger first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Fortress Private Ledger's 13F filing for Q1 2026, filed 13 May 2026.