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Legacy Investment Solutions’s Walmart Inc WMT Stock Holding History

Legacy Investment Solutions’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
2025
Q2 		$49.4K Buy
+505
New +$48.1K 0.03% 159
2024
Q4 		$51.1K Hold
505
– – 0.03% 119
2024
Q3 		$43.2K Buy
+505
New +$37.1K 0.03% 129

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return

Legacy Investment Solutions's WMT Position: Q2 2025 in Review

Legacy Investment Solutions opened a new position in Walmart Inc (WMT) in Q2 2025: 505 shares worth $49.4K. The stake represents 0.03% of the portfolio and ranks #159 among its holdings. This is a return to the name: Legacy Investment Solutions previously reported a position in WMT as recently as Q4 2024.

Legacy Investment Solutions first reported a position in WMT in Q3 2024 and has held it in 3 quarters since. The position peaked at $51.1K in Q4 2024. 3,965 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • Legacy Investment Solutions held 505 shares of Walmart Inc worth $49.4K as of Q2 2025.
  • Walmart Inc was a new Legacy Investment Solutions position in Q2 2025.
  • Walmart Inc made up 0.03% of Legacy Investment Solutions's portfolio in Q2 2025, its #159 holding.
  • Legacy Investment Solutions first reported a position in Walmart Inc in Q3 2024 and has held it in 3 quarters since.
  • Legacy Investment Solutions's Walmart Inc position peaked at $51.1K in Q4 2024.
  • 3,965 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on Legacy Investment Solutions's 13F filing for Q2 2025, filed 6 Aug 2025.