SEC 13F Intelligence

Legacy Wealth Management, LLC / Ms / WMT

Legacy Wealth Management, LLC / Ms’s Walmart Inc Position

Does Legacy Wealth Management, LLC / Ms own Walmart Inc (WMT)? Yes — 71.9K shares worth $8M (+2.09% of its 13F portfolio) as of Q2 2026, down from 78.8K shares the prior filed quarter.

Position Value
$8M
Q2 2026
Shares
71.9K
% of Portfolio
+2.09%
Quarters Held
7
currently held

Position History WMT

Reported value by quarter
Q4 ’24: $7MQ4 ’24Q1 ’25: $7MQ1 ’25Q2 ’25: $8MQ2 ’25Q3 ’25: $7MQ3 ’25Q4 ’25: $9MQ4 ’25Q1 ’26: $10MQ1 ’26Q2 ’26: $8MQ2 ’26filingsflow.com
QuarterSharesValue% of Portfolio
Q2 202671.9K$8M+2.09%
Q1 202678.8K$10M+2.79%
Q4 202579.2K$9M+2.36%
Q3 202569.3K$7M+2.15%
Q2 202578.4K$8M+2.33%
Q1 202580.2K$7M+2.30%
Q4 202482.1K$7M+2.95%

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