Legacy Wealth Management Boosts Walmart Holdings

Investment firm increases stake in retail giant by 14.4% in Q4 2025

Mar. 21, 2026 at 9:48am

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Legacy Wealth Management LLC MS increased its holdings in Walmart Inc. (NASDAQ:WMT) by 14.4% in the fourth quarter of 2025, according to a recent SEC filing. The firm now owns 79,221 shares of the retailer's stock, valued at $8.8 million.

Why it matters

Walmart is one of the world's largest retailers, and institutional investors closely monitor changes in ownership of the company's stock. This increase in Legacy Wealth Management's position suggests the firm sees continued growth potential in Walmart's business.

The details

According to the 13F filing, Legacy Wealth Management purchased an additional 9,944 shares of Walmart stock during the fourth quarter. The firm now holds a total of 79,221 shares, making up approximately 2.4% of its overall portfolio.

  • Legacy Wealth Management filed the 13F report disclosing the increased Walmart holdings on March 21, 2026.
  • The firm added the additional 9,944 Walmart shares during the fourth quarter of 2025.

The players

Legacy Wealth Management LLC MS

An investment management firm that oversees a portfolio of stocks, bonds, and other assets for its clients.

Walmart Inc.

An American multinational retail corporation that operates a chain of hypermarkets, discount department stores, and grocery stores.

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The takeaway

Legacy Wealth Management's increased stake in Walmart suggests the firm sees long-term growth potential in the retail giant, even as the company navigates a competitive and rapidly evolving industry landscape.