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Family Legacy Financial Solutions’s Walmart Inc WMT Stock Holding History

Family Legacy Financial Solutions’s Portfolio WMT Stock Details WMT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q4 		– Sell
-162
Closed -$16.7K – 241
2025
Q3 		$16.7K Hold
162
– – 0.01% 139
2025
Q2 		$15.8K Buy
+162
New +$15.4K 0.01% 129

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Family Legacy Financial Solutions's WMT Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Walmart Inc (WMT) in Q4 2025, closing a stake of 162 shares — an estimated $16.7K sold.

Family Legacy Financial Solutions first reported a position in WMT in Q2 2025 and held it in 2 quarters. The position peaked at $16.7K in Q3 2025. 4,384 funds tracked by Wall St. Rank hold WMT as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Walmart Inc position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 162 Walmart Inc shares in Q4 2025, an estimated $16.7K.
  • Family Legacy Financial Solutions first reported a position in Walmart Inc in Q2 2025 and held it in 2 quarters.
  • Family Legacy Financial Solutions's Walmart Inc position peaked at $16.7K in Q3 2025.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.