Safeguard Financial’s Walmart Inc WMT Stock Holding History

Safeguard Financial’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	$681K	Sell	7,752 -67	-0.9%	-$6.29K	0.15%	51
2024 Q4	$706K	Buy	7,819 +1,843	+31%	+$160K	0.15%	52
2024 Q3	$483K	Buy	5,976 +1,700	+40%	+$125K	0.11%	66
2024 Q2	$289K	Buy	+4,276	New	+$269K	0.08%	82
2023 Q3	–	Sell	-114	Closed	-$5K	–	560
2023 Q2	$5K	Buy	+114	New	+$5.75K	﹤0.01%	412
2022 Q2	–	Sell	-4,308	Closed	-$214K	–	53
2022 Q1	$214K	Buy	+4,308	New	+$202K	0.32%	46

Other funds holding WMT

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Financial's WMT Position: Q1 2025 in Review

Safeguard Financial reduced its Walmart Inc (WMT) stake by 0.86% in Q1 2025, selling an estimated $6.29K and leaving 7,752 shares worth $681K. The position accounts for 0.15% of the portfolio, ranked #51.

Safeguard Financial first reported a position in WMT in Q1 2022 and has held it in 6 quarters since. The position peaked at $706K in Q4 2024. 3,871 funds tracked by Wall St. Rank hold WMT as of Q1 2025.

Safeguard Financial held 7,752 shares of Walmart Inc worth $681K as of Q1 2025.
Safeguard Financial sold 67 Walmart Inc shares in Q1 2025, an estimated $6.29K.
Walmart Inc made up 0.15% of Safeguard Financial's portfolio in Q1 2025, its #51 holding.
Safeguard Financial first reported a position in Walmart Inc in Q1 2022 and has held it in 6 quarters since.
Safeguard Financial's Walmart Inc position peaked at $706K in Q4 2024.
3,871 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2025.

Based on Safeguard Financial's 13F filing for Q1 2025, filed 11 Apr 2025.