Lebenthal Global Advisors’s Walmart Inc WMT Stock Holding History

Lebenthal Global Advisors’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$1.31M	Buy	10,568 +3,822	+57%	+$469K	0.19%	83
2025 Q4	$752K	Buy	6,746 +2,206	+49%	+$237K	0.12%	122
2025 Q3	$468K	Buy	4,540 +2,422	+114%	+$241K	0.08%	149
2025 Q2	$207K	Buy	+2,118	New	+$202K	0.04%	186
2021 Q1	–	Sell	-1,809	Closed	-$86K	–	542
2020 Q4	$86K	Buy	+1,809	New	+$87.8K	0.06%	189

Other funds holding WMT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Lebenthal Global Advisors's WMT Position: Q1 2026 in Review

Lebenthal Global Advisors increased its Walmart Inc (WMT) stake by 57% in Q1 2026, buying an estimated $469K and bringing the position to 10,568 shares worth $1.31M. The position accounts for 0.19% of the portfolio, ranked #83.

Lebenthal Global Advisors first reported a position in WMT in Q4 2020 and has held it in 5 quarters since. 4,424 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Lebenthal Global Advisors held 10,568 shares of Walmart Inc worth $1.31M as of Q1 2026.
Lebenthal Global Advisors bought 3,822 Walmart Inc shares in Q1 2026, an estimated $469K.
Walmart Inc made up 0.19% of Lebenthal Global Advisors's portfolio in Q1 2026, its #83 holding.
Lebenthal Global Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 5 quarters since.
4,424 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Lebenthal Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.