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Livermore
Livermore
ZHEN

Fortis Advisors, LLC

SEC CIK
0001697478
Latest filing
Aug 13, 2026

WMT holding history

Walmart Inc. in every 13F filed by Fortis Advisors, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
3,070
Value
$347.7K
% of portfolio
0.2%
Quarters held
21
Since Q2 2021
Holdings of WMT by Fortis Advisors, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20263,070$347.7K0.2%00.0%UnchangedHolders
Q1 20263,070$381.5K0.2%00.0%UnchangedHolders
Q4 20253,070$342.0K0.2%00.0%UnchangedHolders
Q3 20253,070$316.4K0.2%00.0%UnchangedHolders
Q2 20253,070$300.2K0.2%00.0%UnchangedHolders
Q1 20253,070$269.5K0.2%−1,655−35.0%ReducedHolders
Q4 20244,725$426.9K0.3%−11−0.2%ReducedHolders
Q3 20244,736$382.4K0.2%−2,089−30.6%ReducedHolders
Q2 20246,825$462.1K0.3%−552−7.5%ReducedHolders
Q1 20247,377$443.9K0.3%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20232,459$387.7K0.3%00.0%UnchangedHolders
Q3 20232,459$393.3K0.3%00.0%UnchangedHolders
Q2 20232,459$386.5K0.3%00.0%UnchangedHolders
Q1 20232,459$362.6K0.2%+225+10.1%AddedHolders
Q4 20222,234$316.8K0.2%00.0%UnchangedHolders
Q3 20222,234$290.0K0.2%00.0%UnchangedHolders
Q2 20222,234$272.0K0.2%+550+32.7%AddedHolders
Q1 20221,684$251.0K0.1%00.0%UnchangedHolders
Q4 20211,684$244.0K0.1%+450+36.5%AddedHolders
Q3 20211,234$172.0K0.1%00.0%UnchangedHolders
Q2 20211,234$174.0K0.1%+1,234NewHolders