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Legacy Financial Advisors’s Walmart Inc WMT Stock Holding History

Legacy Financial 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
Q1 		$3.91M Buy
31,475
+493
+2% +$60.5K 0.55% 30
2025
Q4 		$3.45M Buy
30,982
+2,575
+9% +$276K 0.48% 35
2025
Q3 		$2.93M Buy
28,407
+2,934
+12% +$292K 0.4% 37
2025
Q2 		$2.49M Buy
25,473
+690
+3% +$65.7K 0.39% 38
2025
Q1 		$2.18M Sell
24,783
-1,480
-6% -$139K 0.36% 44
2024
Q4 		$2.37M Buy
26,263
+1,191
+5% +$103K 0.39% 42
2024
Q3 		$2.02M Buy
25,072
+457
+2% +$33.6K 0.34% 47
2024
Q2 		$1.67M Buy
24,615
+812
+3% +$51.1K 0.3% 56
2024
Q1 		$1.43M Buy
23,803
+685
+3% +$39.2K 0.26% 69
2023
Q4 		$1.21M Sell
23,118
-756
-3% -$40K 0.23% 71
2023
Q3 		$1.27M Buy
23,874
+2,232
+10% +$119K 0.25% 54
2023
Q2 		$1.13M Buy
21,642
+498
+2% +$25.1K 0.21% 63
2023
Q1 		$1.04M Buy
21,144
+738
+4% +$35K 0.21% 61
2022
Q4 		$964K Buy
20,406
+3,228
+19% +$153K 0.21% 60
2022
Q3 		$743K Buy
17,178
+2,679
+18% +$117K 0.18% 64
2022
Q2 		$588K Sell
14,499
-3,252
-18% -$150K 0.15% 76
2022
Q1 		$881K Buy
17,751
+1,524
+9% +$71.5K 0.2% 53
2021
Q4 		$783K Buy
16,227
+48
+0.3% +$2.29K 0.18% 59
2021
Q3 		$752K Buy
16,179
+1,047
+7% +$50.4K 0.18% 51
2021
Q2 		$711K Buy
15,132
+243
+2% +$11.3K 0.18% 50
2021
Q1 		$674K Sell
14,889
-135
-0.9% -$6.25K 0.18% 50
2020
Q4 		$722K Sell
15,024
-24
-0.2% -$1.17K 0.2% 45
2020
Q3 		$702K Buy
+15,048
New +$669K 0.21% 45
2020
Q1 		– Sell
-9,363
Closed -$371K – 121
2019
Q4 		$371K Buy
9,363
+156
+2% +$6.2K 0.12% 80
2019
Q3 		$364K Hold
9,207
– – 0.12% 79
2019
Q2 		$339K Sell
9,207
-324
-3% -$11.2K 0.12% 83
2019
Q1 		$310K Buy
9,531
+1,008
+12% +$32.7K 0.11% 82
2018
Q4 		$265K Buy
8,523
+369
+5% +$11.8K 0.1% 83
2018
Q3 		$255K Hold
8,154
– – 0.09% 91
2018
Q2 		$238K Buy
8,154
+378
+5% +$10.7K 0.09% 92
2018
Q1 		$224K Buy
7,776
+351
+5% +$11.3K 0.09% 102
2017
Q4 		$244K Buy
+7,425
New +$227K 0.1% 93

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 Financial Advisors's WMT Position: Q1 2026 in Review

Legacy Financial Advisors increased its Walmart Inc (WMT) stake by 1.6% in Q1 2026, buying an estimated $60.5K and bringing the position to 31,475 shares worth $3.91M. The position accounts for 0.55% of the portfolio, ranked #30.

Legacy Financial Advisors first reported a position in WMT in Q4 2017 and has held it in 32 quarters since. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Legacy Financial Advisors held 31,475 shares of Walmart Inc worth $3.91M as of Q1 2026.
  • Legacy Financial Advisors bought 493 Walmart Inc shares in Q1 2026, an estimated $60.5K.
  • Walmart Inc made up 0.55% of Legacy Financial Advisors's portfolio in Q1 2026, its #30 holding.
  • Legacy Financial Advisors first reported a position in Walmart Inc in Q4 2017 and has held it in 32 quarters since.
  • 4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Legacy Financial Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.