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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
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 $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 CG's WMT Position: Q1 2026 in Review

Legacy CG reduced its Walmart Inc (WMT) stake by 2.7% in Q1 2026, selling an estimated $191K and leaving 55,819 shares worth $6.94M. The position accounts for 1.93% of the portfolio, ranked #19.

Legacy CG first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $7.49M in Q4 2024. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Legacy CG held 55,819 shares of Walmart Inc worth $6.94M as of Q1 2026.
  • Legacy CG sold 1,559 Walmart Inc shares in Q1 2026, an estimated $191K.
  • Walmart Inc made up 1.93% of Legacy CG's portfolio in Q1 2026, its #19 holding.
  • Legacy CG first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
  • Legacy CG's Walmart Inc position peaked at $7.49M in Q4 2024.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Legacy CG's 13F filing for Q1 2026, filed 5 May 2026.