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Legacy Capital Group California’s Walmart Inc WMT Stock Holding History

Legacy Capital Group California’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 		$413K Sell
3,651
-89
-2% -$11K 0.12% 230
2026
Q1 		$465K Sell
3,740
-12,100
-76% -$1.49M 0.18% 182
2025
Q4 		$1.76M Sell
15,840
-84
-0.5% -$9.02K 0.43% 50
2025
Q3 		$1.64M Buy
15,924
+59
+0.4% +$5.87K 0.42% 48
2025
Q2 		$1.55M Sell
15,865
-7,885
-33% -$751K 0.43% 42
2025
Q1 		$2.08M Buy
23,750
+3,454
+17% +$324K 0.73% 20
2024
Q4 		$1.83M Buy
20,296
+95
+0.5% +$8.24K 0.56% 29
2024
Q3 		$1.63M Sell
20,201
-828
-4% -$60.8K 0.54% 36
2024
Q2 		$1.42M Buy
21,029
+449
+2% +$28.3K 0.51% 44
2024
Q1 		$1.24M Sell
20,580
-384
-2% -$22K 0.46% 53
2023
Q4 		$1.1M Buy
20,964
+360
+2% +$19K 0.43% 48
2023
Q3 		$1.1M Sell
20,604
-591
-3% -$31.4K 0.47% 40
2023
Q2 		$1.11M Buy
21,195
+2,772
+15% +$140K 0.46% 44
2023
Q1 		$906K Buy
+18,423
New +$874K 0.44% 58

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Legacy Capital Group California's WMT Position: Q2 2026 in Review

Legacy Capital Group California reduced its Walmart Inc (WMT) stake by 2.4% in Q2 2026, selling an estimated $11K and leaving 3,651 shares worth $413K. The position accounts for 0.12% of the portfolio, ranked #230.

Legacy Capital Group California first reported a position in WMT in Q1 2023 and has held it in 14 quarters since. The position peaked at $2.08M in Q1 2025. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Capital Group California held 3,651 shares of Walmart Inc worth $413K as of Q2 2026.
  • Legacy Capital Group California sold 89 Walmart Inc shares in Q2 2026, an estimated $11K.
  • Walmart Inc made up 0.12% of Legacy Capital Group California's portfolio in Q2 2026, its #230 holding.
  • Legacy Capital Group California first reported a position in Walmart Inc in Q1 2023 and has held it in 14 quarters since.
  • Legacy Capital Group California's Walmart Inc position peaked at $2.08M in Q1 2025.
  • 4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Capital Group California's 13F filing for Q2 2026, filed 29 Jul 2026.