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 Q2	$21M	Buy	185,085 +5,845	+3%	+$726K	0.32%	47
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 $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

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

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Sagespring Wealth Partners's WMT Position: Q2 2026 in Review

Sagespring Wealth Partners increased its Walmart Inc (WMT) stake by 3.3% in Q2 2026, buying an estimated $726K and bringing the position to 185,085 shares worth $21M. The position accounts for 0.32% of the portfolio, ranked #47.

Sagespring Wealth Partners first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $22.3M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Sagespring Wealth Partners held 185,085 shares of Walmart Inc worth $21M as of Q2 2026.
Sagespring Wealth Partners bought 5,845 Walmart Inc shares in Q2 2026, an estimated $726K.
Walmart Inc made up 0.32% of Sagespring Wealth Partners's portfolio in Q2 2026, its #47 holding.
Sagespring Wealth Partners first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
Sagespring Wealth Partners's Walmart Inc position peaked at $22.3M in Q1 2026.
4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.