Legacy Advisors’s Walmart Inc WMT Stock Holding History
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
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
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. 4,404 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.
- 4,404 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.