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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
Q3 		$352K Sell
3,384
-205
-6% -$22.5K 0.27% 56
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

EB
Eastern Bank Boston, Massachusetts $6.58B AUM 23.57% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return
FWCM
Ferguson Wellman Capital Management Portland, Oregon $8.38B AUM 25.07% 1-Year Est. Return
BTCPP
Border to Coast Pensions Partnership Leeds, United Kingdom $7.27B AUM 24.98% 1-Year Est. Return
GI
Gradient Investments Arden Hills, Minnesota $7B AUM 14.85% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
SC
Sapient Capital Indianapolis, Indiana $7.44B AUM 23.27% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
VVP
Venture Visionary Partners Sylvania, Ohio $3.82B AUM 21.33% 1-Year Est. Return
AP
Atwood & Palmer Kansas City, Missouri $1.95B AUM 16% 1-Year Est. Return

Legacy Solutions LLC's WMT Position: Q3 2026 in Review

Legacy Solutions LLC reduced its Walmart Inc (WMT) stake by 5.7% in Q3 2026, selling an estimated $22.5K and leaving 3,384 shares worth $352K. The position accounts for 0.27% of the portfolio, ranked #56.

Legacy Solutions LLC first reported a position in WMT in Q4 2024 and has held it in 8 quarters since. The position peaked at $450K in Q1 2026. 241 funds tracked by Wall St. Rank hold WMT as of Q3 2026.

  • Legacy Solutions LLC held 3,384 shares of Walmart Inc worth $352K as of Q3 2026.
  • Legacy Solutions LLC sold 205 Walmart Inc shares in Q3 2026, an estimated $22.5K.
  • Walmart Inc made up 0.27% of Legacy Solutions LLC's portfolio in Q3 2026, its #56 holding.
  • Legacy Solutions LLC first reported a position in Walmart Inc in Q4 2024 and has held it in 8 quarters since.
  • Legacy Solutions LLC's Walmart Inc position peaked at $450K in Q1 2026.
  • 241 funds tracked by Wall St. Rank held Walmart Inc as of Q3 2026.

Based on Legacy Solutions LLC's 13F filing for Q3 2026, filed 7 Oct 2026.