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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
Q2 		$1.27M Buy
11,227
+659
+6% +$81.8K 0.17% 89
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
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Lebenthal Global Advisors's WMT Position: Q2 2026 in Review

Lebenthal Global Advisors increased its Walmart Inc (WMT) stake by 6.2% in Q2 2026, buying an estimated $81.8K and bringing the position to 11,227 shares worth $1.27M. The position accounts for 0.17% of the portfolio, ranked #89.

Lebenthal Global Advisors first reported a position in WMT in Q4 2020 and has held it in 6 quarters since. The position peaked at $1.31M in Q1 2026. 4,404 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

  • Lebenthal Global Advisors held 11,227 shares of Walmart Inc worth $1.27M as of Q2 2026.
  • Lebenthal Global Advisors bought 659 Walmart Inc shares in Q2 2026, an estimated $81.8K.
  • Walmart Inc made up 0.17% of Lebenthal Global Advisors's portfolio in Q2 2026, its #89 holding.
  • Lebenthal Global Advisors first reported a position in Walmart Inc in Q4 2020 and has held it in 6 quarters since.
  • Lebenthal Global Advisors's Walmart Inc position peaked at $1.31M in Q1 2026.
  • 4,404 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Lebenthal Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.