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Sage Private Wealth Group’s Walmart Inc WMT Stock Holding History

Sage Private Wealth 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 		$909K Sell
7,316
-341
-4% -$41.9K 0.46% 25
2025
Q4 		$853K Sell
7,657
-555
-7% -$59.6K 0.46% 28
2025
Q3 		$846K Buy
8,212
+298
+4% +$29.7K 0.47% 26
2025
Q2 		$774K Buy
7,914
+36
+0.5% +$3.43K 0.5% 21
2025
Q1 		$692K Sell
7,878
-422
-5% -$39.6K 0.52% 20
2024
Q4 		$750K Sell
8,300
-233
-3% -$20.2K 0.56% 18
2024
Q3 		$689K Sell
8,533
-385
-4% -$28.3K 0.54% 20
2024
Q2 		$604K Buy
8,918
+625
+8% +$39.4K 0.51% 26
2024
Q1 		$499K Buy
8,293
+1,366
+20% +$78.2K 0.4% 33
2023
Q4 		$364K Buy
6,927
+831
+14% +$44K 0.32% 40
2023
Q3 		$325K Buy
6,096
+66
+1% +$3.51K 0.45% 33
2023
Q2 		$316K Buy
6,030
+6
+0.1% +$303 0.43% 31
2023
Q1 		$296K Buy
6,024
+315
+6% +$14.9K 0.34% 35
2022
Q4 		$270K Sell
5,709
-210
-4% -$9.97K 0.32% 38
2022
Q3 		$256K Sell
5,919
-675
-10% -$29.6K 0.34% 39
2022
Q2 		$267K Buy
6,594
+1,245
+23% +$57.4K 0.38% 39
2022
Q1 		$266K Buy
5,349
+669
+14% +$31.4K 0.26% 39
2021
Q4 		$225K Buy
4,680
+177
+4% +$8.45K 0.28% 44
2021
Q3 		$209K Buy
4,503
+57
+1% +$2.75K 0.29% 41
2021
Q2 		$209K Buy
4,446
+102
+2% +$4.75K 0.28% 42
2021
Q1 		$197K Sell
4,344
-156
-3% -$7.23K 0.34% 40
2020
Q4 		$216K Buy
+4,500
New +$219K 0.6% 32

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 Private Wealth Group's WMT Position: Q1 2026 in Review

Sage Private Wealth Group reduced its Walmart Inc (WMT) stake by 4.5% in Q1 2026, selling an estimated $41.9K and leaving 7,316 shares worth $909K. The position accounts for 0.46% of the portfolio, ranked #25.

Sage Private Wealth Group first reported a position in WMT in Q4 2020 and has held it in 22 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Sage Private Wealth Group held 7,316 shares of Walmart Inc worth $909K as of Q1 2026.
  • Sage Private Wealth Group sold 341 Walmart Inc shares in Q1 2026, an estimated $41.9K.
  • Walmart Inc made up 0.46% of Sage Private Wealth Group's portfolio in Q1 2026, its #25 holding.
  • Sage Private Wealth Group first reported a position in Walmart Inc in Q4 2020 and has held it in 22 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sage Private Wealth Group's 13F filing for Q1 2026, filed 1 May 2026.