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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
Q2 		– Sell
-1,389
Closed -$173K – 972
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 $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 $3.38T AUM 44.17% 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 Wealth Management (Idaho)'s WMT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 1,389 shares — an estimated $173K sold.

Legacy Wealth Management (Idaho) first reported a position in WMT in Q3 2024 and held it in 7 quarters. The position peaked at $173K in Q1 2026. 4,425 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Wealth Management (Idaho) reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Legacy Wealth Management (Idaho) sold 1,389 Walmart Inc shares in Q2 2026, an estimated $173K.
  • Legacy Wealth Management (Idaho) first reported a position in Walmart Inc in Q3 2024 and held it in 7 quarters.
  • Legacy Wealth Management (Idaho)'s Walmart Inc position peaked at $173K in Q1 2026.
  • 4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.