Position in WMT
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$574,001
-$3,812,210 QoQ
Shares Held
5,068
-87.1% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.04%
of 13F equity value
Holder Rank
#3,192
of 4,373 holders
Holding Since
Sep 2020
9 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in WMT Over Time
Shares Held
Position Value (USD)
Position in Discount Stores
Consumer Defensive · as of Jun 30, 2026FORA Capital, LLC holds $1,618,185 across 2 Discount Stores names. WMT ranks #2 (35.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | OLLI |
Ollie's Bargain Outlet Holdings, Inc.
|
13,582 | $1,044,184 | |
| 2 | WMT |
Walmart Inc.
This page
|
5,068 | $574,001 |
All Filings in WMT
Export CSV
9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $574,001 | 5,068 | Shares | Sole | 2026-08-13 | |
| 2025-12-31 | $4,386,211 | 39,370 | Shares | Sole | 2026-02-13 | |
| 2025-03-31 | $14,260,695 | 162,441 | Shares | Sole | 2025-05-14 | |
| 2023-12-31 | $14,489,453 | 91,909 | Shares | Sole | 2024-02-14 | |
| 2022-12-31 | $1,548,487 | 10,921 | Shares | Sole | 2023-02-08 | |
| 2022-06-30 | $4,401,685 | 36,204 | Shares | Sole | 2022-08-11 | |
| 2021-09-30 | $836,140 | 5,999 | Shares | Sole | 2021-11-15 | |
| 2020-12-31 | $1,949,196 | 13,522 | Shares | Sole | 2021-02-12 | |
| 2020-09-30 | $858,068 | 6,133 | Shares | Sole | 2020-11-13 | |
| No filing history on record for this holder in this stock. | ||||||