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Legacy Solutions LLC’s Walmart Inc WMT Stock Holding History

Legacy Solutions LLC’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 		$406K Sell
3,589
-33
-0.9% -$4.1K 0.33% 50
2026
Q1 		$450K Sell
3,622
-25
-0.7% -$3.07K 0.42% 39
2025
Q4 		$406K Sell
3,647
-68
-2% -$7.3K 0.36% 46
2025
Q3 		$383K Sell
3,715
-59
-2% -$5.87K 0.34% 49
2025
Q2 		$369K Buy
3,774
+351
+10% +$33.4K 0.35% 48
2025
Q1 		$301K Sell
3,423
-22
-0.6% -$2.06K 0.33% 49
2024
Q4 		$311K Buy
+3,445
New +$299K 0.34% 46

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 Solutions LLC's WMT Position: Q2 2026 in Review

Legacy Solutions LLC reduced its Walmart Inc (WMT) stake by 0.91% in Q2 2026, selling an estimated $4.1K and leaving 3,589 shares worth $406K. The position accounts for 0.33% of the portfolio, ranked #50.

Legacy Solutions LLC first reported a position in WMT in Q4 2024 and has held it in 7 quarters since. The position peaked at $450K in Q1 2026. 2,199 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Solutions LLC held 3,589 shares of Walmart Inc worth $406K as of Q2 2026.
  • Legacy Solutions LLC sold 33 Walmart Inc shares in Q2 2026, an estimated $4.1K.
  • Walmart Inc made up 0.33% of Legacy Solutions LLC's portfolio in Q2 2026, its #50 holding.
  • Legacy Solutions LLC first reported a position in Walmart Inc in Q4 2024 and has held it in 7 quarters since.
  • Legacy Solutions LLC's Walmart Inc position peaked at $450K in Q1 2026.
  • 2,199 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Solutions LLC's 13F filing for Q2 2026, filed 6 Jul 2026.