Position in WMT
as of Jun 30, 2026
· filed Jul 31, 2026
Position Value
$1,546,338
+$429,558 QoQ
Shares Held
13,653
+51.9% QoQ
Ownership
0.000%
of shares outstanding
% of Portfolio
0.34%
of 13F equity value
Holder Rank
#2,230
of 4,382 holders
Holding Since
Dec 2022
11 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, 2026Fortis Capital Advisors, LLC holds $6,393,553 across 3 Discount Stores names. WMT ranks #2 (24.2% of the industry book) .
All Filings in WMT
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11 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $1,546,338 | 13,653 | Shares | Sole | 2026-07-31 | |
| 2026-03-31 | $1,116,780 | 8,986 | Shares | Sole | 2026-04-28 | |
| 2025-12-31 | $566,742 | 5,087 | Shares | Sole | 2026-01-27 | |
| 2025-09-30 | $469,438 | 4,555 | Shares | Sole | 2025-10-31 | |
| 2025-06-30 | $453,992 | 4,643 | Shares | Sole | 2025-07-21 | |
| 2025-03-31 | $409,013 | 4,659 | Shares | Sole | 2025-05-20 | |
| 2024-12-31 | $257,858 | 2,854 | Shares | Sole | 2025-02-13 | |
| 2024-09-30 | $277,699 | 3,439 | Shares | Sole | 2024-11-13 | |
| 2023-06-30 | $226,496 | 1,441 | Shares | Other | 2023-08-15 | |
| 2023-03-31 | $115,600 | 784 | Shares | Other | 2023-05-15 | |
| 2022-12-31 | $113,006 | 797 | Shares | Defined | 2023-02-14 | |
| No filing history on record for this holder in this stock. | ||||||