Legacy Capital Wealth Partners’s Walmart Inc WMT Stock Holding History

Legacy Capital Wealth Partners’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	$60.9M	Buy	537,285 +46,175	+9%	+$5.73M	11.67%	1
2026 Q1	$61M	Sell	491,110 -31,771	-6%	-$3.9M	12.58%	1
2025 Q4	$58.3M	Sell	522,881 -6,342	-1%	-$681K	12.5%	1
2025 Q3	$54.5M	Buy	529,223 +2,809	+0.5%	+$280K	11.86%	1
2025 Q2	$51.5M	Buy	526,414 +10,524	+2%	+$1M	11.72%	1
2025 Q1	$45.3M	Buy	515,890 +5,811	+1%	+$545K	11.14%	1
2024 Q4	$46.1M	Buy	510,079 +15,381	+3%	+$1.33M	11.41%	1
2024 Q3	$39.9M	Buy	494,698 +22,405	+5%	+$1.65M	7.99%	1
2024 Q2	$32M	Buy	472,293 +469,880	+19,473%	+$29.6M	8.15%	1
2024 Q1	$366K	Sell	2,413 -459,821	-99%	-$26.3M	0.26%	82
2023 Q4	$24.3M	Buy	462,234 +30,921	+7%	+$1.64M	6.88%	1
2023 Q3	$23M	Buy	+431,313	New	+$23M	6.31%	2
2023 Q2	–	Sell	-346,041	Closed	-$17M	–	247
2023 Q1	$17M	Buy	+346,041	New	+$16.4M	4.64%	1

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Legacy Capital Wealth Partners's WMT Position: Q2 2026 in Review

Legacy Capital Wealth Partners increased its Walmart Inc (WMT) stake by 9.4% in Q2 2026, buying an estimated $5.73M and bringing the position to 537,285 shares worth $60.9M. The position accounts for 11.67% of the portfolio, ranked #1.

Legacy Capital Wealth Partners first reported a position in WMT in Q1 2023 and has held it in 13 quarters since. The position peaked at $61M in Q1 2026. 4,396 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Legacy Capital Wealth Partners held 537,285 shares of Walmart Inc worth $60.9M as of Q2 2026.
Legacy Capital Wealth Partners bought 46,175 Walmart Inc shares in Q2 2026, an estimated $5.73M.
Walmart Inc made up 11.67% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #1 holding.
Legacy Capital Wealth Partners first reported a position in Walmart Inc in Q1 2023 and has held it in 13 quarters since.
Legacy Capital Wealth Partners's Walmart Inc position peaked at $61M in Q1 2026.
4,396 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.