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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
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 $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Capital Group California's WMT Position: Q1 2026 in Review

Legacy Capital Group California reduced its Walmart Inc (WMT) stake by 76% in Q1 2026, selling an estimated $1.49M and leaving 3,740 shares worth $465K. The position accounts for 0.18% of the portfolio, ranked #182.

Legacy Capital Group California first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $2.08M in Q1 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Legacy Capital Group California held 3,740 shares of Walmart Inc worth $465K as of Q1 2026.
  • Legacy Capital Group California sold 12,100 Walmart Inc shares in Q1 2026, an estimated $1.49M.
  • Walmart Inc made up 0.18% of Legacy Capital Group California's portfolio in Q1 2026, its #182 holding.
  • Legacy Capital Group California first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
  • Legacy Capital Group California's Walmart Inc position peaked at $2.08M in Q1 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Legacy Capital Group California's 13F filing for Q1 2026, filed 4 May 2026.