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Livermore
Livermore
ZHEN

Sage Private Wealth Group, LLC

SEC CIK
0001845635
Latest filing
Aug 6, 2026

WMT holding history

Walmart Inc. in every 13F filed by Sage Private Wealth Group, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overviewAll 13F holders of WMTFull Q2 2026 holdings

Shares (Q2 2026)
7,462
Value
$845.1K
% of portfolio
0.4%
Quarters held
22
Since Q1 2021
Holdings of WMT by Sage Private Wealth Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 20267,462$845.1K0.4%+146+2.0%AddedHolders
Q1 20267,316$909.2K0.5%−341−4.5%ReducedHolders
Q4 20257,657$853.0K0.5%−555−6.8%ReducedHolders
Q3 20258,212$846.3K0.5%+298+3.8%AddedHolders
Q2 20257,914$773.8K0.5%+36+0.5%AddedHolders
Q1 20257,878$691.7K0.5%−422−5.1%ReducedHolders
Q4 20248,300$750.0K0.6%−233−2.7%ReducedHolders
Q3 20248,533$689.1K0.5%−385−4.3%ReducedHolders
Q2 20248,918$603.9K0.5%+625+7.5%AddedHolders
Q1 20248,293$499.0K0.4%+1,366+19.7%AddedConverted for a 3-for-1 splitHolders
Q4 20232,309$364.1K0.3%+277+13.6%AddedHolders
Q3 20232,032$325.0K0.4%+22+1.1%AddedHolders
Q2 20232,010$316.0K0.4%+2+0.1%AddedHolders
Q1 20232,008$296.2K0.3%+105+5.5%AddedHolders
Q4 20221,903$269.8K0.3%−70−3.5%ReducedHolders
Q3 20221,973$256.0K0.3%−225−10.2%ReducedHolders
Q2 20222,198$267.0K0.4%+415+23.3%AddedHolders
Q1 20221,783$266.0K0.3%+223+14.3%AddedHolders
Q4 20211,560$225.0K0.3%+59+3.9%AddedHolders
Q3 20211,501$209.0K0.3%+19+1.3%AddedHolders
Q2 20211,482$209.0K0.3%+34+2.3%AddedHolders
Q1 20211,448$197.0K0.3%––Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.