Fortis Group Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1815183 WESTWOOD, NJ

Position in WMT

as of Jun 30, 2026 · filed Jul 24, 2026 Compact

Position Value

$706,288

-$1,341,846 QoQ

Shares Held

6,236

-62.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.31%

of 13F equity value

Holder Rank

#2,979

of 4,378 holders

Holding Since

Sep 2020

15 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Fortis Group Advisors, LLC holds $3,498,617 across 6 Discount Stores names. WMT ranks #2 (20.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	2,957	$2,766,183
2	WMT	Walmart Inc. This page	6,236	$706,288
3	DG	Dollar General Corp	100	$11,511
4	TGT	Target Corp	83	$10,840
5	PSMT	Pricesmart Inc	12	$2,344
6	DLTR	Dollar Tree, Inc.	12	$1,451

15 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$706,288	6,236	-62.2%	Shares	Sole	2026-07-24
2026-03-31	$2,048,134	16,480	-1.5%	Shares	Sole	2026-05-08
2025-12-31	$1,864,891	16,739	-3.1%	Shares	Sole	2026-02-06
2025-09-30	$1,780,052	17,272	+3.1%	Shares	Sole	2025-11-07
2025-06-30	$1,638,010	16,752	-16.3%	Shares	Sole	2025-08-08
2025-03-31	$1,756,502	20,008	-39.8%	Shares	Sole	2025-05-02
2024-12-31	$3,002,962	33,237	+4.8%	Shares	Sole	2025-01-31
2024-09-30	$2,561,470	31,721	+322.9%	Shares	Sole	2024-10-21
2024-06-30	$507,892	7,501	+9.9%	Shares	Sole	2024-07-30
2024-03-31	$410,720	6,826	+232.5%	Shares	Sole	2024-04-30
2023-12-31	$323,655	2,053	0.0%	Shares	Sole	2024-03-04
2023-09-30	$328,336	2,053	-29.0%	Shares	Sole	2023-12-01
2023-06-30	$454,721	2,893	+46.6%	Shares	Sole	2023-07-18
2023-03-31	$291,066	1,974	-83.2%	Shares	Sole	2023-05-26
2020-09-30	$1,643,803	11,749	—	Shares	Sole	2020-11-17
No filing history on record for this holder in this stock.