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Legacy Trust’s Walmart Inc WMT Stock Holding History

Legacy Trust’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 		$370K Buy
3,268
+198
+6% +$24.6K 0.07% 159
2026
Q1 		$382K Hold
3,070
– – 0.07% 158
2025
Q4 		$342K Sell
3,070
-500
-14% -$53.7K 0.06% 156
2025
Q3 		$368K Buy
+3,570
New +$355K 0.07% 151

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 Trust's WMT Position: Q2 2026 in Review

Legacy Trust increased its Walmart Inc (WMT) stake by 6.4% in Q2 2026, buying an estimated $24.6K and bringing the position to 3,268 shares worth $370K. The position accounts for 0.07% of the portfolio, ranked #159.

Legacy Trust first reported a position in WMT in Q3 2025 and has held it in 4 quarters since. The position peaked at $382K in Q1 2026. 4,418 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Trust held 3,268 shares of Walmart Inc worth $370K as of Q2 2026.
  • Legacy Trust bought 198 Walmart Inc shares in Q2 2026, an estimated $24.6K.
  • Walmart Inc made up 0.07% of Legacy Trust's portfolio in Q2 2026, its #159 holding.
  • Legacy Trust first reported a position in Walmart Inc in Q3 2025 and has held it in 4 quarters since.
  • Legacy Trust's Walmart Inc position peaked at $382K in Q1 2026.
  • 4,418 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Trust's 13F filing for Q2 2026, filed 31 Jul 2026.