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Legacy CG’s Walmart Inc WMT Stock Holding History

Legacy CG’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 		$5.93M Sell
52,380
-3,439
-6% -$427K 1.52% 30
2026
Q1 		$6.94M Sell
55,819
-1,559
-3% -$191K 1.93% 19
2025
Q4 		$6.39M Sell
57,378
-13,324
-19% -$1.43M 1.79% 20
2025
Q3 		$7.29M Sell
70,702
-4,852
-6% -$483K 2.05% 21
2025
Q2 		$7.39M Sell
75,554
-8,011
-10% -$763K 2.2% 17
2025
Q1 		$7.34M Buy
83,565
+611
+0.7% +$57.3K 2.37% 13
2024
Q4 		$7.49M Buy
82,954
+854
+1% +$74.1K 2.3% 14
2024
Q3 		$6.63M Buy
82,100
+369
+0.5% +$27.1K 2.17% 17
2024
Q2 		$5.53M Buy
81,731
+10,497
+15% +$661K 1.88% 23
2024
Q1 		$4.29M Buy
+71,234
New +$4.08M 1.55% 31

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 CG's WMT Position: Q2 2026 in Review

Legacy CG reduced its Walmart Inc (WMT) stake by 6.2% in Q2 2026, selling an estimated $427K and leaving 52,380 shares worth $5.93M. The position accounts for 1.52% of the portfolio, ranked #30.

Legacy CG first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $7.49M in Q4 2024. 4,403 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy CG held 52,380 shares of Walmart Inc worth $5.93M as of Q2 2026.
  • Legacy CG sold 3,439 Walmart Inc shares in Q2 2026, an estimated $427K.
  • Walmart Inc made up 1.52% of Legacy CG's portfolio in Q2 2026, its #30 holding.
  • Legacy CG first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
  • Legacy CG's Walmart Inc position peaked at $7.49M in Q4 2024.
  • 4,403 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy CG's 13F filing for Q2 2026, filed 22 Jul 2026.