SageGuard Financial Group »

Wal-Mart Stores shares owned by SageGuard Financial Group

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by SageGuard Financial Group from 13F filings

Historical chart of SageGuard Financial Group investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by SageGuard Financial Group consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Wal-Mart Stores by SageGuard Financial Group

Quarter filed Position value Share count Share price at filing
2025-12-31 $23M 206k 111.41
2021-06-30 $4.8M 34k 141.01
2021-03-31 $4.4M 32k 135.91
2020-12-31 $4.4M 31k 144.16

More positions owned by SageGuard Financial Group

Apple (AAPL)
NVIDIA Corporation (NVDA)
Microsoft Corporation (MSFT)
Wal-Mart Stores (WMT)
Amazon (AMZN)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Spdr Gold Tr Gold Shs (GLD)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
J P Morgan Exchange Traded F Equity Premium (JEPI)
Coca-Cola Company (KO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Lockheed Martin Corporation (LMT)
Costco Wholesale Corporation (COST)
Progressive Corporation (PGR)

View all positions for SageGuard Financial Group

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon
Wells Fargo & Company

View all funds holding Wal-Mart Stores