FORTRESS PRIVATE LEDGER, LLC

Position in WMT — Walmart Inc.

CIK 1718251 RALEIGH, NC

Position in WMT

as of Jun 30, 2026 · filed Aug 7, 2026 Compact

Position Value

$1,722,118

-$128,535 QoQ

Shares Held

15,205

+2.1% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.57%

of 13F equity value

Holder Rank

#2,129

of 4,382 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

FORTRESS PRIVATE LEDGER, LLC holds $4,270,027 across 4 Discount Stores names. WMT ranks #1 (40.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	15,205	$1,722,118
2	TGT	Target Corp	11,026	$1,440,105
3	DG	Dollar General Corp	6,105	$702,746
4	COST	Costco Wholesale Corp /New	433	$405,058

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,722,118	15,205	+2.1%	Shares	Sole	2026-08-07
2026-03-31	$1,850,653	14,891	-0.4%	Shares	Sole	2026-05-13
2025-12-31	$1,665,468	14,949	+15.2%	Shares	Sole	2026-02-12
2025-09-30	$1,337,718	12,980	+0.6%	Shares	Sole	2025-11-12
2025-06-30	$1,261,557	12,902	-2.7%	Shares	Sole	2025-08-14
2025-03-31	$1,164,622	13,266	+11.4%	Shares	Sole	2025-05-15
2024-12-31	$1,075,978	11,909	—	Shares	Sole	2025-02-14
No filing history on record for this holder in this stock.