Sagespring Wealth Partners’s Walmart Inc WMT Stock Holding History

Sagespring Wealth Partners’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	$22.3M	Buy	179,240 +7,987	+5%	+$981K	0.41%	40
2025 Q4	$19.1M	Buy	171,253 +33,076	+24%	+$3.55M	0.35%	46
2025 Q3	$14.2M	Buy	138,177 +9,988	+8%	+$994K	0.28%	54
2025 Q2	$12.5M	Buy	128,189 +3,095	+2%	+$295K	0.27%	56
2025 Q1	$11M	Buy	125,094 +3,660	+3%	+$343K	0.28%	54
2024 Q4	$11M	Buy	+121,434	New	+$10.5M	0.29%	47

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sagespring Wealth Partners's WMT Position: Q1 2026 in Review

Sagespring Wealth Partners increased its Walmart Inc (WMT) stake by 4.7% in Q1 2026, buying an estimated $981K and bringing the position to 179,240 shares worth $22.3M. The position accounts for 0.41% of the portfolio, ranked #40.

Sagespring Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 6 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Sagespring Wealth Partners held 179,240 shares of Walmart Inc worth $22.3M as of Q1 2026.
Sagespring Wealth Partners bought 7,987 Walmart Inc shares in Q1 2026, an estimated $981K.
Walmart Inc made up 0.41% of Sagespring Wealth Partners's portfolio in Q1 2026, its #40 holding.
Sagespring Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 6 quarters since.
4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.