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Tanglewood Legacy Advisors’s Walmart Inc WMT Stock Holding History

Tanglewood 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
2026
Q1 		$68.2K Hold
549
– – 0.02% 151
2025
Q4 		$61.2K Hold
549
– – 0.02% 156
2025
Q3 		$56.6K Hold
549
– – 0.02% 160
2025
Q2 		$53.7K Sell
549
-120
-18% -$11.4K 0.02% 165
2025
Q1 		$58.7K Hold
669
– – 0.03% 164
2024
Q4 		$60.4K Hold
669
– – 0.03% 162
2024
Q3 		$54K Hold
669
– – 0.02% 160
2024
Q2 		$45.3K Hold
669
– – 0.02% 169
2024
Q1 		$40.3K Hold
669
– – 0.02% 174
2023
Q4 		$35.2K Hold
669
– – 0.02% 178
2023
Q3 		$35.7K Hold
669
– – 0.02% 181
2023
Q2 		$35.1K Hold
669
– – 0.02% 186
2023
Q1 		$32.9K Hold
669
– – 0.02% 179
2022
Q4 		$31.6K Buy
+669
New +$31.8K 0.02% 158

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

Tanglewood Legacy Advisors's WMT Position: Q1 2026 in Review

Tanglewood Legacy Advisors held its Walmart Inc (WMT) position steady in Q1 2026 at 549 shares worth $68.2K. The position accounts for 0.02% of the portfolio, ranked #151.

Tanglewood Legacy Advisors first reported a position in WMT in Q4 2022 and has held it in 14 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

  • Tanglewood Legacy Advisors held 549 shares of Walmart Inc worth $68.2K as of Q1 2026.
  • Tanglewood Legacy Advisors left its Walmart Inc share count unchanged in Q1 2026.
  • Walmart Inc made up 0.02% of Tanglewood Legacy Advisors's portfolio in Q1 2026, its #151 holding.
  • Tanglewood Legacy Advisors first reported a position in Walmart Inc in Q4 2022 and has held it in 14 quarters since.
  • 4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Tanglewood Legacy Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.