FORTEM FINANCIAL GROUP, LLC

Position in WMT — Walmart Inc.

CIK 1766509 PALM DESERT, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 20, 2026 Compact

Position Value

$868,817

-$100,069 QoQ

Shares Held

7,671

-1.6% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.23%

of 13F equity value

Holder Rank

#2,795

of 4,382 holders

Holding Since

Mar 2020

23 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

FORTEM FINANCIAL GROUP, LLC holds $4,449,816 across 3 Discount Stores names. WMT ranks #3 (19.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	DG	Dollar General Corp	18,903	$2,175,924
2	COST	Costco Wholesale Corp /New	1,502	$1,405,075
3	WMT	Walmart Inc. This page	7,671	$868,817

23 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$868,817	7,671	-1.6%	Shares	Sole	2026-07-20
2026-03-31	$968,886	7,796	+21.4%	Shares	Sole	2026-04-16
2025-12-31	$715,697	6,424	+0.2%	Shares	Sole	2026-02-04
2025-09-30	$661,026	6,414	-27.0%	Shares	Sole	2025-11-04
2025-06-30	$859,681	8,792	-35.2%	Shares	Sole	2025-08-12
2025-03-31	$1,190,344	13,559	-19.1%	Shares	Sole	2025-05-01
2024-12-31	$1,514,356	16,761	+3.1%	Shares	Sole	2025-01-06
2024-09-30	$1,312,429	16,253	-17.7%	Shares	Sole	2024-11-18
2024-06-30	$1,337,069	19,747	+2.5%	Shares	Sole	2024-08-02
2024-03-31	$1,159,235	19,266	+212.1%	Shares	Sole	2024-05-01
2023-12-31	$973,331	6,174	+16.0%	Shares	Sole	2024-02-13
2023-09-30	$850,987	5,321	+44.7%	Shares	Sole	2023-10-10
2023-06-30	$577,793	3,676	+72.4%	Shares	Sole	2023-07-18
2022-06-30	$259,208	2,132	-9.0%	Shares	Sole	2022-07-25
2022-03-31	$348,919	2,343	-15.3%	Shares	Sole	2022-04-27
2021-12-31	$400,067	2,765	-1.2%	Shares	Sole	2022-01-20
2021-09-30	$390,124	2,799	-25.8%	Shares	Sole	2021-10-15
2021-06-30	$531,927	3,772	+4.4%	Shares	Sole	2021-07-14
2021-03-31	$490,754	3,613	-1.1%	Shares	Sole	2021-04-20
2020-12-31	$526,435	3,652	-7.7%	Shares	Sole	2021-01-29
2020-09-30	$553,764	3,958	-61.3%	Shares	Sole	2020-10-15
2020-06-30	$1,224,272	10,221	+11.0%	Shares	Sole	2020-07-14
2020-03-31	$1,046,098	9,207	—	Shares	Sole	2020-04-23
No filing history on record for this holder in this stock.