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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
2026
Q2 		$4.69M Sell
41,421
-965
-2% -$120K 0.15% 87
2026
Q1 		$5.27M Sell
42,386
-2,014
-5% -$247K 0.19% 66
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

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

SageView Advisory Group's WMT Position: Q2 2026 in Review

SageView Advisory Group reduced its Walmart Inc (WMT) stake by 2.3% in Q2 2026, selling an estimated $120K and leaving 41,421 shares worth $4.69M. The position accounts for 0.15% of the portfolio, ranked #87.

SageView Advisory Group first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.27M in Q1 2026. 4,415 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • SageView Advisory Group held 41,421 shares of Walmart Inc worth $4.69M as of Q2 2026.
  • SageView Advisory Group sold 965 Walmart Inc shares in Q2 2026, an estimated $120K.
  • Walmart Inc made up 0.15% of SageView Advisory Group's portfolio in Q2 2026, its #87 holding.
  • SageView Advisory Group first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • SageView Advisory Group's Walmart Inc position peaked at $5.27M in Q1 2026.
  • 4,415 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on SageView Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.