Legacy Financial Group (Iowa)
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Legacy Financial Group (Iowa)’s Walmart Inc WMT Stock Holding History

Legacy Financial Group (Iowa)’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 		$1.19M Buy
10,507
+411
+4% +$51K 0.13% 64
2026
Q1 		$1.25M Buy
10,096
+99
+1% +$12.2K 0.16% 57
2025
Q4 		$1.28M Sell
9,997
-110
-1% -$11.8K 0.16% 55
2025
Q3 		$1.04M Sell
10,107
-180
-2% -$17.9K 0.14% 55
2025
Q2 		$1.01M Buy
10,287
+245
+2% +$23.3K 0.14% 54
2025
Q1 		$882K Buy
10,042
+1,183
+13% +$111K 0.14% 52
2024
Q4 		$800K Buy
+8,859
New +$769K 0.13% 55
2024
Q3 		– Sell
-7,343
Closed -$497K – 107
2024
Q2 		$497K Buy
7,343
+207
+3% +$13K 0.1% 69
2024
Q1 		$429K Buy
+7,136
New +$408K 0.09% 69
2023
Q4 		– Sell
-7,077
Closed -$377K – 517
2023
Q3 		$377K Buy
+7,077
New +$377K 0.09% 70

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 $3.38T AUM 44.17% 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 Financial Group (Iowa)'s WMT Position: Q2 2026 in Review

Legacy Financial Group (Iowa) increased its Walmart Inc (WMT) stake by 4.1% in Q2 2026, buying an estimated $51K and bringing the position to 10,507 shares worth $1.19M. The position accounts for 0.13% of the portfolio, ranked #64.

Legacy Financial Group (Iowa) first reported a position in WMT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1.28M in Q4 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Financial Group (Iowa) held 10,507 shares of Walmart Inc worth $1.19M as of Q2 2026.
  • Legacy Financial Group (Iowa) bought 411 Walmart Inc shares in Q2 2026, an estimated $51K.
  • Walmart Inc made up 0.13% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #64 holding.
  • Legacy Financial Group (Iowa) first reported a position in Walmart Inc in Q3 2023 and has held it in 10 quarters since.
  • Legacy Financial Group (Iowa)'s Walmart Inc position peaked at $1.28M in Q4 2025.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.