Back to WMT
Legacy Wealth Management, LLC / MS → WMT
Legacy Wealth Management, LLC / MS WMT Position History
Walmart Inc.
Quarters held
6
Latest value
$221K
Q3 2026
Peak value
$9.8M
First seen
Q4 2025
Dollar value over time
Show data table
| Period | Position value |
|---|---|
| Q4 2025 | $8.8M |
| Q4 2025 | $206K |
| Q1 2026 | $9.8M |
| Q2 2026 | $8.1M |
| Q3 2026 | $7M |
| Q3 2026 | $221K |
Quarter-by-quarter history
Every disclosed snapshot of the position
| Quarter | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|
| Q3 2026 | $221K | 7.2K | — | — |
| Q3 2026 | $7M | 67.6K | — | — |
| Q2 2026 | $8.1M | 71.9K | — | — |
| Q1 2026 | $9.8M | 78.8K | — | — |
| Q4 2025 | $206K | 7.2K | — | — |
| Q4 2025 | $8.8M | 79.2K | — | — |
Other funds holding WMT
$44.3B
$40.7B
$40.3B
$35.7B
$23.2B
$21.3B
$21.3B
$20.6B