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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Financial Group (Iowa)'s WMT Position: Q1 2026 in Review

Legacy Financial Group (Iowa) increased its Walmart Inc (WMT) stake by 0.99% in Q1 2026, buying an estimated $12.2K and bringing the position to 10,096 shares worth $1.25M. The position accounts for 0.16% of the portfolio, ranked #57.

Legacy Financial Group (Iowa) first reported a position in WMT in Q3 2023 and has held it in 9 quarters since. The position peaked at $1.28M in Q4 2025. 4,428 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Legacy Financial Group (Iowa) held 10,096 shares of Walmart Inc worth $1.25M as of Q1 2026.
Legacy Financial Group (Iowa) bought 99 Walmart Inc shares in Q1 2026, an estimated $12.2K.
Walmart Inc made up 0.16% of Legacy Financial Group (Iowa)'s portfolio in Q1 2026, its #57 holding.
Legacy Financial Group (Iowa) first reported a position in Walmart Inc in Q3 2023 and has held it in 9 quarters since.
Legacy Financial Group (Iowa)'s Walmart Inc position peaked at $1.28M in Q4 2025.
4,428 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q1 2026, filed 4 May 2026.