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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
Q2 		$1.31M Buy
11,539
+2,045
+22% +$254K 0.08% 85
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 $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Sage Mountain Advisors's WMT Position: Q2 2026 in Review

Sage Mountain Advisors increased its Walmart Inc (WMT) stake by 22% in Q2 2026, buying an estimated $254K and bringing the position to 11,539 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #85.

Sage Mountain Advisors first reported a position in WMT in Q4 2020 and has held it in 23 quarters since. The position peaked at $4.61M in Q4 2025. 4,411 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sage Mountain Advisors held 11,539 shares of Walmart Inc worth $1.31M as of Q2 2026.
  • Sage Mountain Advisors bought 2,045 Walmart Inc shares in Q2 2026, an estimated $254K.
  • Walmart Inc made up 0.08% of Sage Mountain Advisors's portfolio in Q2 2026, its #85 holding.
  • Sage Mountain Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 23 quarters since.
  • Sage Mountain Advisors's Walmart Inc position peaked at $4.61M in Q4 2025.
  • 4,411 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sage Mountain Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.