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

Legacy Financial Group (Oklahoma)’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 		$1.49M Sell
13,137
-157
-1% -$19.5K 0.35% 38
2026
Q1 		$1.65M Sell
13,294
-90
-0.7% -$11.1K 0.44% 34
2025
Q4 		$1.49M Buy
13,384
+94
+0.7% +$10.1K 0.39% 34
2025
Q3 		$1.37M Buy
13,290
+278
+2% +$27.7K 0.38% 35
2025
Q2 		$1.27M Sell
13,012
-10,737
-45% -$1.02M 0.38% 35
2025
Q1 		$2.11M Buy
23,749
+13,406
+130% +$1.26M 0.68% 30
2024
Q4 		$934K Sell
10,343
-306
-3% -$26.6K 0.3% 37
2024
Q3 		$873K Buy
10,649
+2,071
+24% +$152K 0.3% 37
2024
Q2 		$581K Sell
8,578
-769
-8% -$48.4K 0.22% 42
2024
Q1 		$562K Buy
9,347
+2
+0% +$114 0.22% 40
2023
Q4 		$491K Buy
9,345
+108
+1% +$5.71K 0.21% 42
2023
Q3 		$492K Buy
9,237
+543
+6% +$28.9K 0.24% 42
2023
Q2 		$456K Sell
8,694
-213
-2% -$10.7K 0.23% 42
2023
Q1 		$438K Buy
8,907
+18
+0.2% +$854 0.24% 37
2022
Q4 		$420K Buy
+8,889
New +$422K 0.26% 39

Other funds holding WMT

Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return
New York State Common Retirement Fund
New York State Common Retirement Fund Albany, New York $79.3B AUM 43.63% 1-Year Est. Return
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $71.2B AUM 41.74% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Legacy Financial Group (Oklahoma)'s WMT Position: Q2 2026 in Review

Legacy Financial Group (Oklahoma) reduced its Walmart Inc (WMT) stake by 1.2% in Q2 2026, selling an estimated $19.5K and leaving 13,137 shares worth $1.49M. The position accounts for 0.35% of the portfolio, ranked #38.

Legacy Financial Group (Oklahoma) first reported a position in WMT in Q4 2022 and has held it in 15 quarters since. The position peaked at $2.11M in Q1 2025. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Financial Group (Oklahoma) held 13,137 shares of Walmart Inc worth $1.49M as of Q2 2026.
  • Legacy Financial Group (Oklahoma) sold 157 Walmart Inc shares in Q2 2026, an estimated $19.5K.
  • Walmart Inc made up 0.35% of Legacy Financial Group (Oklahoma)'s portfolio in Q2 2026, its #38 holding.
  • Legacy Financial Group (Oklahoma) first reported a position in Walmart Inc in Q4 2022 and has held it in 15 quarters since.
  • Legacy Financial Group (Oklahoma)'s Walmart Inc position peaked at $2.11M in Q1 2025.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Financial Group (Oklahoma)'s 13F filing for Q2 2026, filed 30 Jul 2026.