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

Legacy Wealth Management (Mississippi)’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 		$8.14M Sell
71,878
-6,926
-9% -$860K 2.09% 8
2026
Q1 		$9.79M Sell
78,804
-417
-0.5% -$51.2K 2.79% 7
2025
Q4 		$8.83M Buy
79,221
+9,944
+14% +$1.07M 2.36% 7
2025
Q3 		$7.14M Sell
69,277
-9,152
-12% -$911K 2.15% 8
2025
Q2 		$7.67M Sell
78,429
-1,747
-2% -$166K 2.33% 7
2025
Q1 		$7.04M Sell
80,176
-1,907
-2% -$179K 2.3% 8
2024
Q4 		$7.42M Sell
82,083
-3,341
-4% -$290K 2.95% 8
2024
Q3 		$6.9M Buy
85,424
+1,907
+2% +$140K 2.53% 8
2024
Q2 		$5.65M Hold
83,517
– – 2.39% 8
2024
Q1 		$5.03M Hold
83,517
– – 2.27% 9
2023
Q4 		$4.39M Sell
83,517
-480
-0.6% -$25.4K 2.12% 9
2023
Q3 		$4.48M Sell
83,997
-540
-0.6% -$28.7K 2.33% 7
2023
Q2 		$4.43M Sell
84,537
-165
-0.2% -$8.32K 2.22% 7
2023
Q1 		$4.16M Hold
84,702
– – 2.3% 7
2022
Q4 		$4M Sell
84,702
-3,570
-4% -$170K 2.37% 6
2022
Q3 		$3.82M Sell
88,272
-9,045
-9% -$396K 2.58% 7
2022
Q2 		$3.94M Buy
97,317
+56,442
+138% +$2.6M 2.4% 5
2022
Q1 		$2.03M Buy
40,875
+33,225
+434% +$1.56M 1.06% 26
2021
Q4 		$369K Hold
7,650
– – 0.19% 85
2021
Q3 		$355K Hold
7,650
– – 0.19% 89
2021
Q2 		$360K Hold
7,650
– – 0.2% 85
2021
Q1 		$346K Hold
7,650
– – 0.21% 80
2020
Q4 		$368K Hold
7,650
– – 0.23% 75
2020
Q3 		$357K Hold
7,650
– – 0.25% 79
2020
Q2 		$305K Hold
7,650
– – 0.23% 79
2020
Q1 		$290K Sell
7,650
-96
-1% -$3.69K 0.27% 75
2019
Q4 		$307K Buy
+7,746
New +$308K 0.27% 81

Other funds holding WMT

LMFP
Larry Mathis Financial Planning Phoenix, Arizona $124B AUM
Assenagon Asset Management
Assenagon Asset Management Senningerberg, Luxembourg $80.2B AUM 50.57% 1-Year Est. Return
Swedbank
Swedbank Stockholm, Sweden $116B AUM 46.87% 1-Year Est. Return
New York State Teachers Retirement System (NYSTRS)
New York State Teachers Retirement System (NYSTRS) Albany, New York $54.2B AUM 43.77% 1-Year Est. Return
Mirae Asset Global Investments
Mirae Asset Global Investments Seoul, South Korea $67.7B AUM 51.91% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $23.8B AUM 34.25% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return
CNB
Czech National Bank Prague, Czech Republic $18.3B AUM 43.04% 1-Year Est. Return

Legacy Wealth Management (Mississippi)'s WMT Position: Q2 2026 in Review

Legacy Wealth Management (Mississippi) reduced its Walmart Inc (WMT) stake by 8.8% in Q2 2026, selling an estimated $860K and leaving 71,878 shares worth $8.14M. The position accounts for 2.09% of the portfolio, ranked #8.

Legacy Wealth Management (Mississippi) first reported a position in WMT in Q4 2019 and has held it in 27 quarters since. The position peaked at $9.79M in Q1 2026. 1,515 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Legacy Wealth Management (Mississippi) held 71,878 shares of Walmart Inc worth $8.14M as of Q2 2026.
  • Legacy Wealth Management (Mississippi) sold 6,926 Walmart Inc shares in Q2 2026, an estimated $860K.
  • Walmart Inc made up 2.09% of Legacy Wealth Management (Mississippi)'s portfolio in Q2 2026, its #8 holding.
  • Legacy Wealth Management (Mississippi) first reported a position in Walmart Inc in Q4 2019 and has held it in 27 quarters since.
  • Legacy Wealth Management (Mississippi)'s Walmart Inc position peaked at $9.79M in Q1 2026.
  • 1,515 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Legacy Wealth Management (Mississippi)'s 13F filing for Q2 2026, filed 8 Jul 2026.