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Fortress Wealth Group, LLC

SEC CIK
0001862067
Latest filing
Aug 13, 2026

WMT holding history

Walmart Inc. in every 13F filed by Fortress Wealth Group, 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 2025)
0
Sold out in Q2 2025
Value
$0
% of portfolio
0.0%
Quarters held
12
Since Q2 2022
Holdings of WMT by Fortress Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20250$00.0%−7,360−100.0%Sold outHolders
Q1 20257,360$706.9K0.3%+1,282+21.1%AddedHolders
Q4 20246,078$605.0K0.3%00.0%UnchangedHolders
Q3 20246,078$503.0K0.2%00.0%UnchangedHolders
Q2 20246,078$429.4K0.2%00.0%UnchangedHolders
Q1 20246,078$367.4K0.2%00.0%UnchangedConverted for a 3-for-1 splitHolders
Q4 20232,035$322.0K0.2%00.0%UnchangedHolders
Q3 20232,035$323.7K0.2%00.0%UnchangedHolders
Q2 20232,035$326.6K0.2%+175+9.4%AddedHolders
Q1 20231,860$274.3K0.2%−24−1.3%ReducedHolders
Q4 20221,884$267.1K0.2%−391−17.2%ReducedHolders
Q3 20222,275$295.0K0.2%−290−11.3%ReducedHolders
Q2 20222,565$312.0K0.3%+2,565NewHolders