SEC 13F Intelligence

Legacy Capital Partners, Inc. / WMT

Legacy Capital Partners, Inc.’s Walmart Inc Position

Does Legacy Capital Partners, Inc. own Walmart Inc (WMT)? Yes24.0K shares worth $4M (+1.17% of its 13F portfolio) as of Q1 2022, up from 23.8K shares the prior filed quarter.

Position Value
$4M
Q1 2022
Shares
24.0K
% of Portfolio
+1.17%
Quarters Held
14
currently held

Position History WMT

Reported value by quarter
Q4 ’18: $937,000Q4 ’18Q1 ’19: $978,000Q2 ’19: $1MQ2 ’19Q3 ’19: $1MQ4 ’19: $1MQ4 ’19Q1 ’20: $1MQ2 ’20: $2MQ2 ’20Q3 ’20: $2MQ4 ’20: $2MQ4 ’20Q1 ’21: $4MQ2 ’21: $4MQ2 ’21Q3 ’21: $4MQ4 ’21: $3MQ4 ’21Q1 ’22: $4Mfilingsflow.com
QuarterSharesValue% of Portfolio
Q1 202224.0K$4M+1.17%
Q4 202123.8K$3M+1.11%
Q3 202126.8K$4M+1.35%
Q2 202127.0K$4M+1.36%
Q1 202126.3K$4M+1.35%
Q4 202015.3K$2M+0.86%
Q3 202013.9K$2M+0.79%
Q2 202012.9K$2M+0.67%
Q1 202010.6K$1M+0.60%
Q4 201910.6K$1M+0.51%
Q3 201910.4K$1M+0.54%
Q2 201910.2K$1M+0.50%
Q1 201910.0K$978,000+0.46%
Q4 201810.1K$937,000+0.50%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Legacy Capital Partners, Inc.’s full portfolio or all institutional holders of WMT.