SageGuard Financial Group, LLC

Position in WMT — Walmart Inc.

CIK 1861378 GOODLETTSVILLE, TN

Position in WMT

as of Jun 30, 2026 · filed Jul 27, 2026 Compact

Position Value

$22,631,952

-$1,607,370 QoQ

Shares Held

199,823

+2.5% QoQ

Ownership

0.003%

of shares outstanding

% of Portfolio

5.06%

of 13F equity value

Holder Rank

#540

of 4,382 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SageGuard Financial Group, LLC holds $36,397,463 across 3 Discount Stores names. WMT ranks #1 (62.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	199,823	$22,631,952
2	COST	Costco Wholesale Corp /New	14,133	$13,220,997
3	BJ	BJ's Wholesale Club Holdings, Inc.	6,243	$544,514

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$22,631,952	199,823	+2.5%	Shares	Sole	2026-07-27
2026-03-31	$24,239,322	195,038	-5.1%	Shares	Sole	2026-04-23
2025-12-31	$22,893,083	205,485	+498.5%	Shares	Sole	2026-01-27
2021-06-30	$4,841,361	34,331	+6.2%	Shares	Sole	2021-08-16
2021-03-31	$4,390,300	32,322	+6.0%	Shares	Sole	2021-05-17
2020-12-31	$4,393,692	30,480	—	Shares	Sole	2021-05-14
No filing history on record for this holder in this stock.