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	$491K	Sell	4,332 -214	-5%	-$26.6K	0.05%	141
2026 Q1	$565K	Sell	4,546 -224	-5%	-$27.5K	0.06%	123
2025 Q4	$531K	Sell	4,770 -70	-1%	-$7.52K	0.06%	120
2025 Q3	$499K	Sell	4,840 -73	-1%	-$7.27K	0.06%	125
2025 Q2	$480K	Buy	4,913 +650	+15%	+$61.9K	0.06%	120
2025 Q1	$374K	Buy	4,263 +59	+1%	+$5.54K	0.06%	130
2024 Q4	$381K	Buy	4,204 +5	+0.1%	+$434	0.06%	127
2024 Q3	$339K	Sell	4,199 -220	-5%	-$16.2K	0.05%	137
2024 Q2	$299K	Buy	4,419 +485	+12%	+$30.5K	0.06%	139
2024 Q1	$237K	Sell	3,934 -15,869	-80%	-$908K	0.05%	149
2023 Q4	$1.04M	Buy	+19,803	New	+$1.05M	0.24%	60

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 $3.38T AUM 44.17% 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 Edge Advisors's WMT Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Walmart Inc (WMT) stake by 4.7% in Q2 2026, selling an estimated $26.6K and leaving 4,332 shares worth $491K. The position accounts for 0.05% of the portfolio, ranked #141.

Legacy Edge Advisors first reported a position in WMT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.04M in Q4 2023. 4,422 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Legacy Edge Advisors held 4,332 shares of Walmart Inc worth $491K as of Q2 2026.
Legacy Edge Advisors sold 214 Walmart Inc shares in Q2 2026, an estimated $26.6K.
Walmart Inc made up 0.05% of Legacy Edge Advisors's portfolio in Q2 2026, its #141 holding.
Legacy Edge Advisors first reported a position in Walmart Inc in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's Walmart Inc position peaked at $1.04M in Q4 2023.
4,422 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.