Wal-Mart Stores shares owned by Fortis Advisors
Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Fortis Advisors
from 13F filings
Historical chart of Fortis Advisors investment in Wal-Mart Stores
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Quarterly reported holdings in Wal-Mart Stores by Fortis Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $316k | 3.1k | 103.06 |
| 2025-06-30 | $300k | 3.1k | 97.78 |
| 2025-03-31 | $270k | 3.1k | 87.79 |
| 2024-12-31 | $427k | 4.7k | 90.35 |
| 2024-09-30 | $382k | 4.7k | 80.75 |
| 2024-06-30 | $462k | 6.8k | 67.71 |
| 2024-03-31 | $444k | 7.4k | 60.17 |
| 2023-12-31 | $388k | 2.5k | 157.65 |
| 2023-09-30 | $393k | 2.5k | 159.93 |
| 2023-06-30 | $387k | 2.5k | 157.18 |
| 2023-03-31 | $363k | 2.5k | 147.45 |
| 2022-12-31 | $317k | 2.2k | 141.79 |
| 2022-09-30 | $290k | 2.2k | 129.81 |
| 2022-06-30 | $272k | 2.2k | 121.75 |
| 2022-03-31 | $251k | 1.7k | 149.05 |
| 2021-12-31 | $244k | 1.7k | 144.89 |
| 2021-09-30 | $172k | 1.2k | 139.38 |
| 2021-06-30 | $174k | 1.2k | 141.00 |
| 2020-03-31 | $20k | 175 | 114.29 |