Legacy Private Trust Co.

SEC CIK: 0001352547
Latest filing: Jul 21, 2026

SEC filings (opens in a new tab)

WMT holding history

Walmart Inc. in every 13F filed by Legacy Private Trust Co., including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.

WMT overview All 13F holders of WMT Full Q2 2026 holdings

Shares (Q2 2026): 99,281
Value: $11.2M
% of portfolio: 0.6%
Quarters held: 22; Since Q1 2021

Holdings of WMT by Legacy Private Trust Co., by quarter
Quarter	Shares	Value	% of portfolio	Share change	Action	All holders
Q2 2026	99,281	$11.2M	0.6%	−1,841−1.8%	Reduced	Holders
Q1 2026	101,122	$12.6M	0.8%	−12,208−10.8%	Reduced	Holders
Q4 2025	113,330	$12.6M	0.7%	−4,702−4.0%	Reduced	Holders
Q3 2025	118,032	$12.2M	0.7%	+5,689+5.1%	Added	Holders
Q2 2025	112,343	$11.0M	0.7%	−745−0.7%	Reduced	Holders
Q1 2025	113,088	$9.93M	0.7%	−14,241−11.2%	Reduced	Holders
Q4 2024	127,329	$11.5M	0.8%	+3,741+3.0%	Added	Holders
Q3 2024	123,588	$9.98M	0.7%	−5,134−4.0%	Reduced	Holders
Q2 2024	128,722	$8.72M	0.6%	−3,342−2.5%	Reduced	Holders
Q1 2024	132,064	$7.95M	0.6%	−8,318−5.9%	ReducedConverted for a 3-for-1 split	Holders
Q4 2023	46,794	$7.38M	0.6%	+221+0.5%	Added	Holders
Q3 2023	46,573	$7.45M	0.6%	−718−1.5%	Reduced	Holders
Q2 2023	47,291	$7.43M	0.6%	−2,499−5.0%	Reduced	Holders
Q1 2023	49,790	$7.34M	0.6%	−130.0%	Reduced	Holders
Q4 2022	49,803	$7.06M	0.6%	−771−1.5%	Reduced	Holders
Q3 2022	50,574	$6.56M	0.6%	−8,778−14.8%	Reduced	Holders
Q2 2022	59,352	$7.22M	0.6%	+194+0.3%	Added	Holders
Q1 2022	59,158	$8.81M	0.7%	−832−1.4%	Reduced	Holders
Q4 2021	59,990	$8.68M	0.7%	+1,808+3.1%	Added	Holders
Q3 2021	58,182	$8.11M	0.7%	+3,047+5.5%	Added	Holders
Q2 2021	55,135	$7.78M	0.7%	−2,320−4.0%	Reduced	Holders
Q1 2021	57,455	$7.80M	0.7%	–	–	Holders

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.