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Legacy Wealth Management (Idaho)’s Walmart Inc WMT Stock Holding History

Legacy Wealth Management (Idaho)’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 		$173K Buy
1,389
+122
+10% +$15K 0.09% 130
2025
Q4 		$141K Buy
1,267
+771
+155% +$82.8K 0.07% 122
2025
Q3 		$51.1K Sell
496
-9
-2% -$896 0.02% 174
2025
Q2 		$49.4K Sell
505
-300
-37% -$28.6K 0.03% 159
2025
Q1 		$70.7K Buy
805
+300
+59% +$28.1K 0.05% 122
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

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Legacy Wealth Management (Idaho)'s WMT Position: Q1 2026 in Review

Legacy Wealth Management (Idaho) increased its Walmart Inc (WMT) stake by 9.6% in Q1 2026, buying an estimated $15K and bringing the position to 1,389 shares worth $173K. The position accounts for 0.09% of the portfolio, ranked #130.

Legacy Wealth Management (Idaho) first reported a position in WMT in Q3 2024 and has held it in 7 quarters since. 4,426 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Legacy Wealth Management (Idaho) held 1,389 shares of Walmart Inc worth $173K as of Q1 2026.
  • Legacy Wealth Management (Idaho) bought 122 Walmart Inc shares in Q1 2026, an estimated $15K.
  • Walmart Inc made up 0.09% of Legacy Wealth Management (Idaho)'s portfolio in Q1 2026, its #130 holding.
  • Legacy Wealth Management (Idaho) first reported a position in Walmart Inc in Q3 2024 and has held it in 7 quarters since.
  • 4,426 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q1 2026, filed 7 May 2026.