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Sargent Investment Group, LLC: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Sargent Investment Group, LLC on WMT, newest first. How the timeline and the estimate are built.

Sargent Investment Group, LLC held 102,699 WMT shares at 2026-06-30 per its 13F-HR filed 2026-08-11.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 102,699 shares
    Change vs previous 13F +1,774 shares

    1.4% of the 13F portfolio, value $11,631,690.

    13F-HR 0001765380-26-000337 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 100,925 shares
    Change vs previous 13F +1,038 shares

    1.65% of the 13F portfolio, value $12,542,898.

    13F-HR 0001765380-26-000194 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 99,887 shares
    Change vs previous 13F +11,678 shares

    1.4% of the 13F portfolio, value $11,128,444.

    13F-HR 0001766157-26-000001 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 88,209 shares
    Change vs previous 13F +3,780 shares

    1.3% of the 13F portfolio, value $9,090,850.

    13F-HR 0001766157-25-000005 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 84,429 shares
    Change vs previous 13F +1,354 shares

    1.18% of the 13F portfolio, value $8,726,549.

    13F-HR 0001765380-25-000374 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 83,075 shares
    Change vs previous 13F +2,315 shares

    1.16% of the 13F portfolio, value $7,293,154.

    13F-HR 0001951757-25-000503 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 80,760 shares
    Change vs previous 13F +3,836 shares

    1.21% of the 13F portfolio, value $7,391,963.

    13F-HR 0001951757-25-000136 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 76,924 shares
    Change vs previous 13F not available

    1.12% of the 13F portfolio, value $6,211,613.

    13F-HR 0001951757-24-001179 filed by Sargent Investment Group, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).