SAGESPRING WEALTH PARTNERS, LLC

Position in WMT — Walmart Inc.

CIK 2056425 FRANKLIN, TN

Position in WMT

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$20,962,727

-$1,313,220 QoQ

Shares Held

185,085

+3.3% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

0.96%

of 13F equity value

Holder Rank

#566

of 4,382 holders

Holding Since

Dec 2024

7 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

SAGESPRING WEALTH PARTNERS, LLC holds $31,184,873 across 5 Discount Stores names. WMT ranks #1 (67.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	185,085	$20,962,727
2	COST	Costco Wholesale Corp /New	8,300	$7,764,401
3	DG	Dollar General Corp	9,531	$1,097,113
4	TGT	Target Corp	7,895	$1,031,165
5	DLTR	Dollar Tree, Inc.	2,724	$329,467

7 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$20,962,727	185,085	+3.3%	Shares	Sole	2026-08-03
2026-03-31	$22,275,947	179,240	+4.7%	Shares	Sole	2026-05-07
2025-12-31	$19,079,296	171,253	+23.9%	Shares	Sole	2026-01-07
2025-09-30	$14,240,521	138,177	+7.8%	Shares	Sole	2025-10-31
2025-06-30	$12,534,320	128,189	+2.5%	Shares	Sole	2025-07-28
2025-03-31	$10,982,002	125,094	+3.0%	Shares	Sole	2025-04-17
2024-12-31	$10,971,561	121,434	—	Shares	Sole	2025-02-13
No filing history on record for this holder in this stock.