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Wal-Mart Stores shares owned by Lebenthal Global Advisors

Quarter-by-quarter ownership of Wal-Mart Stores (WMT) shares owned by Lebenthal Global Advisors from 13F filings

Historical chart of Lebenthal Global Advisors investment in Wal-Mart Stores

Tip: Access up to 7 years of quarterly data

All positions including Wal-Mart Stores held by Lebenthal Global Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Wal-Mart Stores by Lebenthal Global Advisors

Quarter filed Position value Share count Share price at filing
2025-09-30 $468k 4.5k 103.06
2025-06-30 $207k 2.1k 97.78
2020-12-31 $86k 603 142.62

More positions owned by Lebenthal Global Advisors

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Fidelity Comwlth Tr Nasdaq Compsit (ONEQ)
Vanguard Scottsdale Fds Int-term Corp (VCIT)
J P Morgan Exchange Traded F Nasdaq Eqt Prem (JEPQ)
Vanguard Index Fds Value Etf (VTV)
J P Morgan Exchange Traded F Municipal Etf (JMUB)
Fidelity Merrimack Str Tr Total Bd Etf (FBND)
Vanguard Scottsdale Fds Vng Rus1000grw (VONG)
Ishares Tr Core 60/40 Balan (AOR)
Spdr Series Trust Russell Yield (ONEY)
Ishares Tr Rus 1000 Grw Etf (IWF)
Apple (AAPL)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Bloomberg Sht Te (SJNK)

View all positions for Lebenthal Global Advisors

Top funds holding Wal-Mart Stores

Vanguard Group
BlackRock
State Street Corporation
Jpmorgan Chase & Co
Geode Capital Management
Morgan Stanley
Northern Trust
FMR
Fisher Investments
State Farm Mutual Automobile Insurance Company
Franklin Resources
Charles Schwab Investment Management
Goldman Sachs Group
Ameriprise Financial
Bank of New York Mellon

View all funds holding Wal-Mart Stores