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My Legacy Advisors’s Walmart Inc WMT Stock Holding History

My Legacy Advisors’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
2025
Q2 		$1.6M Buy
16,908
+257
+2% +$24.5K 0.57% 45
2025
Q1 		$1.46M Buy
16,651
+154
+0.9% +$14.4K 0.56% 44
2024
Q4 		$1.51M Sell
16,497
-94
-0.6% -$8.16K 0.58% 42
2024
Q3 		$1.34M Sell
16,591
-2,202
-12% -$162K 0.53% 49
2024
Q2 		$1.27M Buy
18,793
+444
+2% +$28K 0.41% 58
2024
Q1 		$1.1M Sell
18,349
-275
-1% -$15.7K 0.37% 72
2023
Q4 		$1M Sell
18,624
-4,797
-20% -$254K 0.36% 79
2023
Q3 		$1.26M Buy
23,421
+918
+4% +$48.9K 0.51% 52
2023
Q2 		$1.16M Sell
22,503
-348
-2% -$17.6K 0.45% 63
2023
Q1 		$1.15M Sell
22,851
-27
-0.1% -$1.28K 0.49% 63
2022
Q4 		$1.08M Buy
22,878
+978
+4% +$46.4K 0.46% 71
2022
Q3 		$952K Buy
21,900
+1,008
+5% +$44.2K 0.48% 64
2022
Q2 		$874K Buy
20,892
+2,868
+16% +$132K 0.44% 73
2022
Q1 		$895K Buy
+18,024
New +$846K 0.42% 77

Other funds holding WMT

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $138M AUM 28.86% 1-Year Est. Return

My Legacy Advisors's WMT Position: Q2 2025 in Review

My Legacy Advisors increased its Walmart Inc (WMT) stake by 1.5% in Q2 2025, buying an estimated $24.5K and bringing the position to 16,908 shares worth $1.6M. The position accounts for 0.57% of the portfolio, ranked #45.

My Legacy Advisors first reported a position in WMT in Q1 2022 and has held it in 14 quarters since. 3,966 funds tracked by Wall St. Rank hold WMT as of Q2 2025.

  • My Legacy Advisors held 16,908 shares of Walmart Inc worth $1.6M as of Q2 2025.
  • My Legacy Advisors bought 257 Walmart Inc shares in Q2 2025, an estimated $24.5K.
  • Walmart Inc made up 0.57% of My Legacy Advisors's portfolio in Q2 2025, its #45 holding.
  • My Legacy Advisors first reported a position in Walmart Inc in Q1 2022 and has held it in 14 quarters since.
  • 3,966 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2025.

Based on My Legacy Advisors's 13F filing for Q2 2025, filed 11 Jul 2025.