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Williamson Legacy Group’s Walmart Inc WMT Stock Holding History

Williamson Legacy Group’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
-7,461
Closed -$927K – 104
2026
Q1 		$927K Buy
7,461
+262
+4% +$32.2K 0.7% 57
2025
Q4 		$802K Sell
7,199
-497
-6% -$53.4K 0.63% 67
2025
Q3 		$793K Sell
7,696
-10,615
-58% -$1.06M 0.61% 74
2025
Q2 		$1.79M Buy
18,311
+2,069
+13% +$197K 1.51% 15
2025
Q1 		$1.43M Buy
16,242
+113
+0.7% +$10.6K 1.35% 23
2024
Q4 		$1.46M Sell
16,129
-49
-0.3% -$4.25K 0.97% 15
2024
Q3 		$1.31M Buy
16,178
+8,652
+115% +$635K 0.87% 16
2024
Q2 		$510K Buy
7,526
+383
+5% +$24.1K 0.38% 76
2024
Q1 		$430K Buy
7,143
+684
+11% +$39.1K 0.33% 71
2023
Q4 		$339K Buy
+6,459
New +$342K 0.31% 75

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 $3.37T AUM 44.26% 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

Williamson Legacy Group's WMT Position: Q2 2026 in Review

Williamson Legacy Group sold out of Walmart Inc (WMT) in Q2 2026, closing a stake of 7,461 shares — an estimated $927K sold.

Williamson Legacy Group first reported a position in WMT in Q4 2023 and held it in 10 quarters. The position peaked at $1.79M in Q2 2025. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Williamson Legacy Group reported no remaining Walmart Inc position as of Q2 2026 after selling out during the quarter.
  • Williamson Legacy Group sold 7,461 Walmart Inc shares in Q2 2026, an estimated $927K.
  • Williamson Legacy Group first reported a position in Walmart Inc in Q4 2023 and held it in 10 quarters.
  • Williamson Legacy Group's Walmart Inc position peaked at $1.79M in Q2 2025.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Williamson Legacy Group's 13F filing for Q2 2026, filed 13 Aug 2026.