Back to WMT
Legacy Capital Wealth Partners, LLC → WMT
Legacy Capital Wealth Partners, LLC WMT Position History
Walmart Inc.
Quarters held
7
Latest value
$43.3M
Q3 2026
Peak value
$61M
First seen
Q3 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q3 2025 | $54.5M |
| Q4 2025 | $58.3M |
| Q1 2026 | $61M |
| Q1 2026 | $207K |
| Q2 2026 | $60.9M |
| Q2 2026 | $459K |
| Q3 2026 | $43.3M |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $43.3M | 416.8K | — | — |
| Q2 2026 | $459K | 17.2K | — | — |
| Q2 2026 | $60.9M | 537.3K | — | — |
| Q1 2026 | $207K | 7.6K | — | — |
| Q1 2026 | $61M | 491.1K | — | — |
| Q4 2025 | $58.3M | 522.9K | — | — |
| Q3 2025 | $54.5M | 529.2K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B