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Sage Mountain Advisors’s Walmart Inc WMT Stock Holding History

Sage Mountain Advisors’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 		$1.18M Sell
9,494
-31,842
-77% -$3.91M 0.08% 88
2025
Q4 		$4.61M Sell
41,336
-1,141
-3% -$123K 0.24% 52
2025
Q3 		$4.38M Buy
42,477
+3,533
+9% +$352K 0.25% 55
2025
Q2 		$3.81M Buy
38,944
+4,115
+12% +$392K 0.25% 53
2025
Q1 		$3.06M Buy
34,829
+590
+2% +$55.3K 0.23% 57
2024
Q4 		$3.09M Buy
34,239
+2,716
+9% +$236K 0.23% 57
2024
Q3 		$2.55M Buy
31,523
+1,227
+4% +$90.1K 0.22% 55
2024
Q2 		$2.05M Buy
30,296
+3,801
+14% +$239K 0.19% 61
2024
Q1 		$1.59M Buy
26,495
+404
+2% +$23.1K 0.17% 68
2023
Q4 		$1.37M Buy
26,091
+1,641
+7% +$86.8K 0.16% 66
2023
Q3 		$1.3M Buy
24,450
+780
+3% +$41.5K 0.18% 62
2023
Q2 		$1.24M Buy
23,670
+1,392
+6% +$70.2K 0.18% 62
2023
Q1 		$1.09M Buy
22,278
+6,282
+39% +$298K 0.18% 59
2022
Q4 		$756K Buy
15,996
+111
+0.7% +$5.27K 0.17% 54
2022
Q3 		$687K Buy
15,885
+1,077
+7% +$47.2K 0.18% 48
2022
Q2 		$600K Sell
14,808
-951
-6% -$43.9K 0.11% 184
2022
Q1 		$782K Sell
15,759
-2,955
-16% -$139K 0.12% 162
2021
Q4 		$903K Buy
18,714
+789
+4% +$37.7K 0.11% 165
2021
Q3 		$833K Buy
17,925
+24
+0.1% +$1.16K 0.12% 160
2021
Q2 		$841K Buy
17,901
+1,212
+7% +$56.5K 0.14% 148
2021
Q1 		$756K Buy
16,689
+4,020
+32% +$186K 0.16% 109
2020
Q4 		$609K Buy
+12,669
New +$615K 0.2% 77

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

Sage Mountain Advisors's WMT Position: Q1 2026 in Review

Sage Mountain Advisors reduced its Walmart Inc (WMT) stake by 77% in Q1 2026, selling an estimated $3.91M and leaving 9,494 shares worth $1.18M. The position accounts for 0.08% of the portfolio, ranked #88.

Sage Mountain Advisors first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. The position peaked at $4.61M in Q4 2025. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sage Mountain Advisors held 9,494 shares of Walmart Inc worth $1.18M as of Q1 2026.
  • Sage Mountain Advisors sold 31,842 Walmart Inc shares in Q1 2026, an estimated $3.91M.
  • Walmart Inc made up 0.08% of Sage Mountain Advisors's portfolio in Q1 2026, its #88 holding.
  • Sage Mountain Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • Sage Mountain Advisors's Walmart Inc position peaked at $4.61M in Q4 2025.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sage Mountain Advisors's 13F filing for Q1 2026, filed 11 May 2026.