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SageView Advisory Group’s Walmart Inc WMT Stock Holding History

SageView Advisory 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
2025
Q4 		$4.95M Sell
44,400
-1,438
-3% -$154K 0.17% 77
2025
Q3 		$4.72M Sell
45,838
-923
-2% -$91.9K 0.16% 78
2025
Q2 		$4.56M Buy
46,761
+1,070
+2% +$102K 0.17% 68
2025
Q1 		$4.01M Sell
45,691
-1,018
-2% -$95.5K 0.17% 66
2024
Q4 		$4.22M Buy
46,709
+845
+2% +$73.3K 0.18% 72
2024
Q3 		$3.7M Sell
45,864
-2,149
-4% -$158K 0.19% 69
2024
Q2 		$3.25M Buy
+48,013
New +$3.02M 0.15% 80
2024
Q1 		– Sell
-60,846
Closed -$3.36M – 834
2023
Q4 		$3.36M Buy
60,846
+16,809
+38% +$889K 0.14% 92
2023
Q3 		$2.35M Sell
44,037
-102
-0.2% -$5.43K 0.13% 100
2023
Q2 		$2.31M Buy
44,139
+2,493
+6% +$126K 0.13% 106
2023
Q1 		$2.05M Buy
41,646
+20,541
+97% +$975K 0.13% 113
2022
Q4 		$997K Buy
+21,105
New +$1M 0.08% 152

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

SageView Advisory Group's WMT Position: Q4 2025 in Review

SageView Advisory Group reduced its Walmart Inc (WMT) stake by 3.1% in Q4 2025, selling an estimated $154K and leaving 44,400 shares worth $4.95M. The position accounts for 0.17% of the portfolio, ranked #77.

SageView Advisory Group first reported a position in WMT in Q4 2022 and has held it in 12 quarters since. 4,385 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • SageView Advisory Group held 44,400 shares of Walmart Inc worth $4.95M as of Q4 2025.
  • SageView Advisory Group sold 1,438 Walmart Inc shares in Q4 2025, an estimated $154K.
  • Walmart Inc made up 0.17% of SageView Advisory Group's portfolio in Q4 2025, its #77 holding.
  • SageView Advisory Group first reported a position in Walmart Inc in Q4 2022 and has held it in 12 quarters since.
  • 4,385 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on SageView Advisory Group's 13F filing for Q4 2025, filed 17 Feb 2026.