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 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 New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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 New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Williamson Legacy Group's WMT Position: Q1 2026 in Review

Williamson Legacy Group increased its Walmart Inc (WMT) stake by 3.6% in Q1 2026, buying an estimated $32.2K and bringing the position to 7,461 shares worth $927K. The position accounts for 0.7% of the portfolio, ranked #57.

Williamson Legacy Group first reported a position in WMT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.79M in Q2 2025. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Williamson Legacy Group held 7,461 shares of Walmart Inc worth $927K as of Q1 2026.
Williamson Legacy Group bought 262 Walmart Inc shares in Q1 2026, an estimated $32.2K.
Walmart Inc made up 0.7% of Williamson Legacy Group's portfolio in Q1 2026, its #57 holding.
Williamson Legacy Group first reported a position in Walmart Inc in Q4 2023 and has held it in 10 quarters since.
Williamson Legacy Group's Walmart Inc position peaked at $1.79M in Q2 2025.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Williamson Legacy Group's 13F filing for Q1 2026, filed 13 May 2026.