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Legacy Advisors’s Walmart Inc WMT Stock Holding History

Legacy Advisors’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
2026
Q2 		$979K Buy
8,646
+648
+8% +$80.4K 0.09% 126
2026
Q1 		$996K Buy
7,998
+127
+2% +$15.6K 0.12% 105
2025
Q4 		$879K Buy
7,871
+3,085
+64% +$331K 0.09% 115
2025
Q3 		$493K Buy
+4,786
New +$476K 0.06% 149
2025
Q2 		– Sell
-20,035
Closed -$1.76M – 417
2025
Q1 		$1.76M Sell
20,035
-6,033
-23% -$566K 0.18% 95
2024
Q4 		$2.36M Buy
26,068
+1,517
+6% +$132K 0.23% 74
2024
Q3 		$1.98M Buy
24,551
+17
+0.1% +$1.25K 0.21% 85
2024
Q2 		$1.66M Buy
24,534
+11,531
+89% +$726K 0.2% 85
2024
Q1 		$782K Sell
13,003
-188
-1% -$10.8K 0.1% 164
2023
Q4 		$695K Buy
13,191
+6,726
+104% +$356K 0.09% 168
2023
Q3 		$345K Buy
6,465
+1,518
+31% +$80.8K 0.06% 219
2023
Q2 		$259K Sell
4,947
-228
-4% -$11.5K 0.04% 234
2023
Q1 		$254K Buy
5,175
+690
+15% +$32.7K 0.05% 215
2022
Q4 		$213K Buy
+4,485
New +$213K 0.04% 227
2022
Q3 		– Sell
-7,611
Closed -$308K – 242
2022
Q2 		$308K Buy
7,611
+1,359
+22% +$62.7K 0.06% 169
2022
Q1 		$310K Buy
+6,252
New +$294K 0.06% 160
2020
Q1 		– Sell
-11,139
Closed -$443K – 137
2019
Q4 		$443K Sell
11,139
-669
-6% -$26.6K 0.28% 71
2019
Q3 		$467K Buy
11,808
+837
+8% +$31.6K 0.35% 59
2019
Q2 		$404K Sell
10,971
-13,371
-55% -$461K 0.27% 66
2019
Q1 		$796K Buy
24,342
+12,057
+98% +$391K 0.26% 78
2018
Q4 		$384K Buy
12,285
+177
+1% +$5.67K 0.29% 73
2018
Q3 		$379K Hold
12,108
– – 0.19% 99
2018
Q2 		$346K Hold
12,108
– – 0.26% 67
2018
Q1 		$347K Buy
12,108
+150
+1% +$4.83K 0.26% 57
2017
Q4 		$395K Hold
11,958
– – 0.39% 40
2017
Q3 		$311K Buy
11,958
+4,368
+58% +$115K 0.35% 37
2017
Q2 		$191K Hold
7,590
– – 0.24% 46
2017
Q1 		$183K Hold
7,590
– – 0.25% 41
2016
Q4 		$176K Buy
+7,590
New +$177K 0.24% 49

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Legacy Advisors's WMT Position: Q2 2026 in Review

Legacy Advisors increased its Walmart Inc (WMT) stake by 8.1% in Q2 2026, buying an estimated $80.4K and bringing the position to 8,646 shares worth $979K. The position accounts for 0.09% of the portfolio, ranked #126.

Legacy Advisors first reported a position in WMT in Q4 2016 and has held it in 29 quarters since. The position peaked at $2.36M in Q4 2024. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Advisors held 8,646 shares of Walmart Inc worth $979K as of Q2 2026.
  • Legacy Advisors bought 648 Walmart Inc shares in Q2 2026, an estimated $80.4K.
  • Walmart Inc made up 0.09% of Legacy Advisors's portfolio in Q2 2026, its #126 holding.
  • Legacy Advisors first reported a position in Walmart Inc in Q4 2016 and has held it in 29 quarters since.
  • Legacy Advisors's Walmart Inc position peaked at $2.36M in Q4 2024.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.