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Safeguard Investment Advisory Group’s Walmart Inc WMT Stock Holding History

Safeguard Investment Advisory Group’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
2026
Q1 		$780K Sell
6,278
-928
-13% -$114K 0.22% 52
2025
Q4 		$803K Sell
7,206
-953
-12% -$102K 0.21% 49
2025
Q3 		$841K Sell
8,159
-1,354
-14% -$135K 0.21% 51
2025
Q2 		$930K Buy
9,513
+1,069
+13% +$102K 0.23% 48
2025
Q1 		$741K Sell
8,444
-838
-9% -$78.6K 0.2% 49
2024
Q4 		$839K Sell
9,282
-21
-0.2% -$1.82K 0.23% 44
2024
Q3 		$751K Buy
9,303
+186
+2% +$13.7K 0.21% 45
2024
Q2 		$617K Sell
9,117
-179
-2% -$11.3K 0.19% 48
2024
Q1 		$559K Sell
9,296
-1,156
-11% -$66.1K 0.19% 51
2023
Q4 		$549K Buy
10,452
+663
+7% +$35.1K 0.21% 52
2023
Q3 		$521K Buy
9,789
+450
+5% +$23.9K 0.23% 49
2023
Q2 		$489K Sell
9,339
-549
-6% -$27.7K 0.21% 52
2023
Q1 		$486K Sell
9,888
-27
-0.3% -$1.28K 0.23% 50
2022
Q4 		$469K Sell
9,915
-465
-4% -$22.1K 0.29% 50
2022
Q3 		$448K Buy
10,380
+1,977
+24% +$86.6K 0.31% 49
2022
Q2 		$417K Hold
8,403
– – 0.26% 57
2022
Q1 		$417K Buy
8,403
+450
+6% +$21.1K 0.28% 50
2021
Q4 		$383K Buy
7,953
+60
+0.8% +$2.86K 0.22% 63
2021
Q3 		$366K Buy
7,893
+414
+6% +$19.9K 0.24% 59
2021
Q2 		$351K Sell
7,479
-810
-10% -$37.7K 0.25% 62
2021
Q1 		$375K Buy
8,289
+1,668
+25% +$77.3K 0.33% 54
2020
Q4 		$318K Buy
+6,621
New +$322K 0.28% 56

Other funds holding WMT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Safeguard Investment Advisory Group's WMT Position: Q1 2026 in Review

Safeguard Investment Advisory Group reduced its Walmart Inc (WMT) stake by 13% in Q1 2026, selling an estimated $114K and leaving 6,278 shares worth $780K. The position accounts for 0.22% of the portfolio, ranked #52.

Safeguard Investment Advisory Group first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $930K in Q2 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Safeguard Investment Advisory Group held 6,278 shares of Walmart Inc worth $780K as of Q1 2026.
  • Safeguard Investment Advisory Group sold 928 Walmart Inc shares in Q1 2026, an estimated $114K.
  • Walmart Inc made up 0.22% of Safeguard Investment Advisory Group's portfolio in Q1 2026, its #52 holding.
  • Safeguard Investment Advisory Group first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Safeguard Investment Advisory Group's Walmart Inc position peaked at $930K in Q2 2025.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Safeguard Investment Advisory Group's 13F filing for Q1 2026, filed 14 May 2026.