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Legacy Edge Advisors’s Walmart Inc WMT Stock Holding History

Legacy Edge Advisors’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 		$480K Buy
4,913
+367
+8% +$45.6K 0.06% 120
2026
Q1 		$565K Sell
4,546
-224
-5% -$27.5K 0.06% 123
2025
Q4 		$531K Buy
+4,770
New +$512K 0.06% 120

Other funds holding WMT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
SG Americas Securities
SG Americas Securities New York $179B AUM 65.34% 1-Year Est. Return
Mitsubishi UFJ Asset Management
Mitsubishi UFJ Asset Management Tokyo, Japan $180B AUM 37.51% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Legacy Edge Advisors's WMT Position: Q2 2026 in Review

Legacy Edge Advisors increased its Walmart Inc (WMT) stake by 8.1% in Q2 2026, buying an estimated $45.6K and bringing the position to 4,913 shares worth $480K. The position accounts for 0.06% of the portfolio, ranked #120.

Legacy Edge Advisors first reported a position in WMT in Q4 2025 and has held it in 3 quarters since. The position peaked at $565K in Q1 2026. 3,144 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Edge Advisors held 4,913 shares of Walmart Inc worth $480K as of Q2 2026.
  • Legacy Edge Advisors bought 367 Walmart Inc shares in Q2 2026, an estimated $45.6K.
  • Walmart Inc made up 0.06% of Legacy Edge Advisors's portfolio in Q2 2026, its #120 holding.
  • Legacy Edge Advisors first reported a position in Walmart Inc in Q4 2025 and has held it in 3 quarters since.
  • Legacy Edge Advisors's Walmart Inc position peaked at $565K in Q1 2026.
  • 3,144 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.