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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Trust's WMT Position: Q1 2026 in Review

Legacy Trust held its Walmart Inc (WMT) position steady in Q1 2026 at 3,070 shares worth $382K. The position accounts for 0.07% of the portfolio, ranked #158.

Legacy Trust first reported a position in WMT in Q3 2025 and has held it in 3 quarters since. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Legacy Trust held 3,070 shares of Walmart Inc worth $382K as of Q1 2026.
Legacy Trust left its Walmart Inc share count unchanged in Q1 2026.
Walmart Inc made up 0.07% of Legacy Trust's portfolio in Q1 2026, its #158 holding.
Legacy Trust first reported a position in Walmart Inc in Q3 2025 and has held it in 3 quarters since.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Legacy Trust's 13F filing for Q1 2026, filed 14 Apr 2026.