WMT WALMART INC

Ownership history in FORT, L.P.  ·  19 quarters on record

This page tracks every 13F SEC filing in which FORT, L.P. reported a position in WALMART INC (WMT). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.

Peak position
1.12% (2024 Q3)
Avg. % of fund
0.46%
First filed
2018 Q3
Last filed
2024 Q3
Quarters held
19
Quarter Action Shares Change Chg % % of Fund Mkt Value Price (EOQ)
2024 Q3 REDUCED 5,470 -450 -7.6% 1.12% $442K $79.64
2024 Q2 ADDED 5,920 +40 +0.7% 1.03% $401K $66.59
2024 Q1 ADDED 5,880 +3,714 +171.5% 0.89% $354K $58.97
2023 Q4 REDUCED 2,166 -202 -8.5% 0.84% $341K $51.33
2023 Q3 ADDED 2,368 +485 +25.8% 1.05% $379K $51.88
2023 Q2 ADDED 1,883 +507 +36.8% 0.78% $296K $50.81
2023 Q1 REDUCED 1,376 -131 -8.7% 0.52% $203K $47.48
2021 Q4 REDUCED 1,507 -3,359 -69.0% 0.07% $218K $45.68
2021 Q3 REDUCED 4,866 -2,933 -37.6% 0.23% $678K $43.83
2021 Q2 REDUCED 7,799 -3,418 -30.5% 0.32% $1.1M $44.18
9 older quarters hidden  —  Sign in free or upgrade to Premium to see full history
% of Fund (quarterly)    WMT price (monthly, adj. close)
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