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Legacy Financial Strategies’s Walmart Inc WMT Stock Holding History

Legacy Financial Strategies’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 		$3.71M Sell
32,751
-882
-3% -$109K 0.57% 21
2026
Q1 		$4.18M Sell
33,633
-2,602
-7% -$319K 0.75% 20
2025
Q4 		$4.04M Sell
36,235
-3,138
-8% -$337K 0.71% 20
2025
Q3 		$4.06M Buy
39,373
+829
+2% +$82.5K 0.73% 20
2025
Q2 		$3.77M Buy
38,544
+3,908
+11% +$372K 0.74% 20
2025
Q1 		$3.04M Buy
34,636
+24,226
+233% +$2.27M 0.66% 32
2024
Q4 		$937K Buy
10,410
+5,253
+102% +$456K 0.2% 53
2024
Q3 		$416K Buy
5,157
+1,701
+49% +$125K 0.09% 72
2024
Q2 		$236K Buy
+3,456
New +$218K 0.06% 88

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 $3.37T AUM 44.26% 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 Strategies's WMT Position: Q2 2026 in Review

Legacy Financial Strategies reduced its Walmart Inc (WMT) stake by 2.6% in Q2 2026, selling an estimated $109K and leaving 32,751 shares worth $3.71M. The position accounts for 0.57% of the portfolio, ranked #21.

Legacy Financial Strategies first reported a position in WMT in Q2 2024 and has held it in 9 quarters since. The position peaked at $4.18M in Q1 2026. 4,384 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Financial Strategies held 32,751 shares of Walmart Inc worth $3.71M as of Q2 2026.
  • Legacy Financial Strategies sold 882 Walmart Inc shares in Q2 2026, an estimated $109K.
  • Walmart Inc made up 0.57% of Legacy Financial Strategies's portfolio in Q2 2026, its #21 holding.
  • Legacy Financial Strategies first reported a position in Walmart Inc in Q2 2024 and has held it in 9 quarters since.
  • Legacy Financial Strategies's Walmart Inc position peaked at $4.18M in Q1 2026.
  • 4,384 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Financial Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.