SageGuard Financial Group’s Walmart Inc WMT Stock Holding History

SageGuard Financial 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 Q2	$22.6M	Buy	199,823 +4,785	+2%	+$594K	3.18%	4
2026 Q1	$24.2M	Sell	195,038 -10,447	-5%	-$1.28M	3.75%	2
2025 Q4	$22.9M	Buy	+205,485	New	+$22.1M	3.64%	4
2021 Q3	–	Sell	-102,993	Closed	-$4.84M	–	129
2021 Q2	$4.84M	Buy	102,993 +6,027	+6%	+$281K	2.2%	12
2021 Q1	$4.39M	Buy	96,966 +5,526	+6%	+$256K	2.04%	12
2020 Q4	$4.39M	Buy	+91,440	New	+$4.44M	2.12%	12

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return

Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

SageGuard Financial Group's WMT Position: Q2 2026 in Review

SageGuard Financial Group increased its Walmart Inc (WMT) stake by 2.5% in Q2 2026, buying an estimated $594K and bringing the position to 199,823 shares worth $22.6M. The position accounts for 3.18% of the portfolio, ranked #4.

SageGuard Financial Group first reported a position in WMT in Q4 2020 and has held it in 6 quarters since. The position peaked at $24.2M in Q1 2026. 2,905 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

SageGuard Financial Group held 199,823 shares of Walmart Inc worth $22.6M as of Q2 2026.
SageGuard Financial Group bought 4,785 Walmart Inc shares in Q2 2026, an estimated $594K.
Walmart Inc made up 3.18% of SageGuard Financial Group's portfolio in Q2 2026, its #4 holding.
SageGuard Financial Group first reported a position in Walmart Inc in Q4 2020 and has held it in 6 quarters since.
SageGuard Financial Group's Walmart Inc position peaked at $24.2M in Q1 2026.
2,905 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SageGuard Financial Group's 13F filing for Q2 2026, filed 27 Jul 2026.