Legacy Advisory Services
WMT icon

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
Q3 		$495K Sell
4,758
-115
-2% -$12.6K 0.35% 49
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

Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $103B AUM 40.17% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $52.9B AUM 36.03% 1-Year Est. Return
KBC Group
KBC Group Brussels, Belgium $47.9B AUM 37.61% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Fjarde Ap-fonden
Fjarde Ap-fonden Stockholm, Sweden $19.4B AUM 31.69% 1-Year Est. Return
Narus Financial Partners
Narus Financial Partners Salt Lake City, Utah $377M AUM 12.95% 1-Year Est. Return
Czech National Bank
Czech National Bank Prague, Czech Republic $18.9B AUM 36.24% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $83.2B AUM 35.34% 1-Year Est. Return
TD Waterhouse Canada
TD Waterhouse Canada Toronto, Ontario, Canada $38.4B AUM 30.28% 1-Year Est. Return
Heritage Oak Wealth Advisors
Heritage Oak Wealth Advisors Santa Rosa Beach, Florida $329M AUM 19.43% 1-Year Est. Return

Legacy Advisory Services's WMT Position: Q3 2026 in Review

Legacy Advisory Services reduced its Walmart Inc (WMT) stake by 2.4% in Q3 2026, selling an estimated $12.6K and leaving 4,758 shares worth $495K. The position accounts for 0.35% of the portfolio, ranked #49.

Legacy Advisory Services first reported a position in WMT in Q4 2023 and has held it in 12 quarters since. The position peaked at $645K in Q4 2024. 1,439 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Legacy Advisory Services held 4,758 shares of Walmart Inc worth $495K as of Q3 2026.
  • Legacy Advisory Services sold 115 Walmart Inc shares in Q3 2026, an estimated $12.6K.
  • Walmart Inc made up 0.35% of Legacy Advisory Services's portfolio in Q3 2026, its #49 holding.
  • Legacy Advisory Services first reported a position in Walmart Inc in Q4 2023 and has held it in 12 quarters since.
  • Legacy Advisory Services's Walmart Inc position peaked at $645K in Q4 2024.
  • 1,439 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Legacy Advisory Services's 13F filing for Q3 2026, filed 20 Oct 2026.