SAM
WMT icon

Sagewood Asset Management’s Walmart Inc WMT Stock Holding History

Sagewood Asset Management’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 		$1.3M Buy
11,500
+732
+7% +$90.9K 0.29% 60
2026
Q1 		$1.34M Buy
10,768
+2,965
+38% +$364K 0.42% 39
2025
Q4 		$869K Buy
+7,803
New +$838K 0.31% 61

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Sagewood Asset Management's WMT Position: Q2 2026 in Review

Sagewood Asset Management increased its Walmart Inc (WMT) stake by 6.8% in Q2 2026, buying an estimated $90.9K and bringing the position to 11,500 shares worth $1.3M. The position accounts for 0.29% of the portfolio, ranked #60.

Sagewood Asset Management first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.34M in Q1 2026. 2,229 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Sagewood Asset Management held 11,500 shares of Walmart Inc worth $1.3M as of Q2 2026.
  • Sagewood Asset Management bought 732 Walmart Inc shares in Q2 2026, an estimated $90.9K.
  • Walmart Inc made up 0.29% of Sagewood Asset Management's portfolio in Q2 2026, its #60 holding.
  • Sagewood Asset Management first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Sagewood Asset Management's Walmart Inc position peaked at $1.34M in Q1 2026.
  • 2,229 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Sagewood Asset Management's 13F filing for Q2 2026, filed 29 Jul 2026.