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Legacy Wealth Management, LLC / MS: WMT position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Legacy Wealth Management, LLC / MS on WMT, newest first. How the timeline and the estimate are built.

Legacy Wealth Management, LLC / MS held 71,878 WMT shares at 2026-06-30 per its 13F-HR filed 2026-07-08.

the latest 13F is the newest step

  1. period ended2026-06-30
    13F 71,878 shares
    Change vs previous 13F -6,926 shares

    2.09% of the 13F portfolio, value $8,140,951.

    13F-HR 0001214659-26-008317 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2026-03-31
    13F 78,804 shares
    Change vs previous 13F -417 shares

    2.79% of the 13F portfolio, value $9,793,809.

    13F-HR 0001214659-26-004531 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2025-12-31
    13F 79,221 shares
    Change vs previous 13F +9,944 shares

    2.36% of the 13F portfolio, value $8,825,991.

    13F-HR 0001214659-26-000074 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2025-09-30
    13F 69,277 shares
    Change vs previous 13F -9,152 shares

    2.15% of the 13F portfolio, value $7,139,668.

    13F-HR 0001214659-25-015245 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2025-06-30
    13F 78,429 shares
    Change vs previous 13F -1,747 shares

    2.33% of the 13F portfolio, value $7,668,788.

    13F-HR 0001214659-25-009905 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  6. period ended2025-03-31
    13F 80,176 shares
    Change vs previous 13F -1,907 shares

    2.3% of the 13F portfolio, value $7,038,651.

    13F-HR 0001214659-25-005342 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  7. period ended2024-12-31
    13F 82,083 shares
    Change vs previous 13F -3,341 shares

    2.95% of the 13F portfolio, value $7,416,199.

    13F-HR 0001214659-25-000164 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  8. period ended2024-09-30
    13F 85,424 shares
    Change vs previous 13F not available

    2.53% of the 13F portfolio, value $6,897,988.

    13F-HR 0001214659-24-020407 filed by Legacy Wealth Management, LLC / MS
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).