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SageView Advisory Group, LLC

SEC CIK
0001914558
Latest filing
Aug 10, 2026

WMT holding history

Walmart Inc. in every 13F filed by SageView Advisory 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)
41,421
Value
$4.69M
% of portfolio
0.2%
Quarters held
14
Since Q4 2022
Holdings of WMT by SageView Advisory Group, LLC, by quarter
QuarterSharesValue% of portfolioShare changeActionAll holders
Q2 202641,421$4.69M0.2%−965−2.3%ReducedHolders
Q1 202642,386$5.27M0.2%−2,014−4.5%ReducedHolders
Q4 202544,400$4.95M0.2%−1,438−3.1%ReducedHolders
Q3 202545,838$4.72M0.2%−923−2.0%ReducedHolders
Q2 202546,761$4.56M0.2%+1,070+2.3%AddedHolders
Q1 202545,691$4.01M0.2%−1,018−2.2%ReducedHolders
Q4 202446,709$4.22M0.2%+845+1.8%AddedHolders
Q3 202445,864$3.70M0.2%−2,149−4.5%ReducedHolders
Q2 202448,013$3.25M0.2%+48,013NewHolders
Q1 20240$00.0%−60,846−100.0%Sold outConverted for a 3-for-1 splitHolders
Q4 202320,282$3.36M0.1%+5,603+38.2%AddedHolders
Q3 202314,679$2.35M0.1%−34−0.2%ReducedHolders
Q2 202314,713$2.31M0.1%+831+6.0%AddedHolders
Q1 202313,882$2.05M0.1%+6,847+97.3%AddedHolders
Q4 20227,035$997.5K0.1%–No prior filingHolders