Legacy Advisory Services’s Walmart Inc WMT Stock Holding History

Legacy Advisory Services’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	$552K	Buy	4,873 +192	+4%	+$23.8K	0.39%	27
2026 Q1	$582K	Sell	4,681 -976	-17%	-$120K	0.44%	20
2025 Q4	$630K	Hold	5,657	–	–	0.47%	22
2025 Q3	$583K	Buy	5,657 +9	+0.2%	+$896	0.44%	25
2025 Q2	$552K	Sell	5,648 -1	-0%	-$95	0.44%	27
2025 Q1	$496K	Sell	5,649 -1,489	-21%	-$140K	0.42%	27
2024 Q4	$645K	Sell	7,138 -187	-3%	-$16.2K	0.55%	28
2024 Q3	$592K	Buy	7,325 +13	+0.2%	+$955	0.51%	26
2024 Q2	$495K	Buy	7,312 +31	+0.4%	+$1.95K	0.45%	31
2024 Q1	$438K	Sell	7,281 -108	-1%	-$6.18K	0.42%	35
2023 Q4	$388K	Buy	+7,389	New	+$391K	0.41%	34

Other funds holding WMT

LMFP

Larry Mathis Financial Planning Phoenix, Arizona $124B AUM

Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return

Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return

New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return

Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

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 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 Advisory Services's WMT Position: Q2 2026 in Review

Legacy Advisory Services increased its Walmart Inc (WMT) stake by 4.1% in Q2 2026, buying an estimated $23.8K and bringing the position to 4,873 shares worth $552K. The position accounts for 0.39% of the portfolio, ranked #27.

Legacy Advisory Services first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $645K in Q4 2024. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Legacy Advisory Services held 4,873 shares of Walmart Inc worth $552K as of Q2 2026.
Legacy Advisory Services bought 192 Walmart Inc shares in Q2 2026, an estimated $23.8K.
Walmart Inc made up 0.39% of Legacy Advisory Services's portfolio in Q2 2026, its #27 holding.
Legacy Advisory Services first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Legacy Advisory Services's Walmart Inc position peaked at $645K in Q4 2024.
1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Advisory Services's 13F filing for Q2 2026, filed 21 Jul 2026.