Legacy Bridge’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
$4.39M Buy
38,731
+160
+0.4% +$19.9K 1.35% 17
2026
Q1
$4.79M Buy
38,571
+1,585
+4% +$195K 1.83% 11
2025
Q4
$4.12M Buy
36,986
+1,023
+3% +$110K 1.67% 13
2025
Q3
$3.71M Sell
35,963
-50
-0.1% -$4.98K 1.54% 13
2025
Q2
$3.52M Sell
36,013
-209
-0.6% -$19.9K 1.67% 11
2025
Q1
$3.18M Buy
36,222
+2,010
+6% +$189K 1.77% 7
2024
Q4
$3.09M Buy
34,212
+30
+0.1% +$2.6K 1.61% 10
2024
Q3
$2.76M Buy
34,182
+29
+0.1% +$2.13K 1.49% 11
2024
Q2
$2.31M Buy
34,153
+215
+0.6% +$13.5K 1.36% 12
2024
Q1
$2.04M Buy
33,938
+1,574
+5% +$90.1K 1.19% 17
2023
Q4
$1.7M Sell
32,364
-525
-2% -$27.8K 1.1% 22
2023
Q3
$1.75M Buy
32,889
+750
+2% +$39.9K 1.25% 13
2023
Q2
$1.68M Hold
32,139
1.12% 20
2023
Q1
$1.58M Hold
32,139
1.1% 19
2022
Q4
$1.52M Hold
32,139
1.08% 24
2022
Q3
$1.39M Hold
32,139
1.11% 18
2022
Q2
$1.3M Sell
32,139
-75
-0.2% -$3.46K 0.96% 26
2022
Q1
$1.6M Hold
32,214
0.93% 27
2021
Q4
$1.55M Buy
32,214
+11,790
+58% +$563K 0.81% 39
2021
Q3
$949K Hold
20,424
0.55% 80
2021
Q2
$960K Hold
20,424
0.54% 81
2021
Q1
$925K Sell
20,424
-168
-0.8% -$7.78K 0.6% 71
2020
Q4
$989K Buy
20,592
+2,760
+15% +$134K 0.72% 56
2020
Q3
$832K Buy
17,832
+1,329
+8% +$59.1K 0.76% 48
2020
Q2
$659K Buy
16,503
+168
+1% +$6.91K 0.73% 49
2020
Q1
$619K Buy
16,335
+621
+4% +$23.9K 0.78% 42
2019
Q4
$622K Buy
15,714
+24
+0.2% +$953 0.52% 70
2019
Q3
$621K Sell
15,690
-450
-3% -$17K 0.59% 65
2019
Q2
$594K Buy
16,140
+600
+4% +$20.7K 0.57% 66
2019
Q1
$505K Hold
15,540
0.52% 68
2018
Q4
$483K Buy
+15,540
New +$498K 0.6% 60

Other funds holding WMT

Legacy Bridge's WMT Position: Q2 2026 in Review

Legacy Bridge increased its Walmart Inc (WMT) stake by 0.41% in Q2 2026, buying an estimated $19.9K and bringing the position to 38,731 shares worth $4.39M. The position accounts for 1.35% of the portfolio, ranked #17.

Legacy Bridge first reported a position in WMT in Q4 2018 and has held it in 31 quarters since. The position peaked at $4.79M in Q1 2026. 4,414 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Bridge held 38,731 shares of Walmart Inc worth $4.39M as of Q2 2026.
  • Legacy Bridge bought 160 Walmart Inc shares in Q2 2026, an estimated $19.9K.
  • Walmart Inc made up 1.35% of Legacy Bridge's portfolio in Q2 2026, its #17 holding.
  • Legacy Bridge first reported a position in Walmart Inc in Q4 2018 and has held it in 31 quarters since.
  • Legacy Bridge's Walmart Inc position peaked at $4.79M in Q1 2026.
  • 4,414 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Bridge's 13F filing for Q2 2026, filed 13 Aug 2026.