Clearbridge Investments, LLC

Position in WMT — Walmart Inc.

CIK 1348883 NEW YORK, NY

Back to WMT Full portfolio

Position in WMT

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$314,307,825

-$37,094,619 QoQ

Shares Held

2,775,100

-1.9% QoQ

Ownership

0.035%

of shares outstanding

% of Portfolio

0.26%

of 13F equity value

Holder Rank

#110

of 4,373 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Common Shares in WMT Over Time

Shares Held

Position Value (USD)

Position in Discount Stores

Consumer Defensive · as of Jun 30, 2026

Clearbridge Investments, LLC holds $489,432,347 across 4 Discount Stores names. WMT ranks #1 (64.2% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	2,775,100	$314,307,825
2	BJ	BJ's Wholesale Club Holdings, Inc.	1,668,287	$145,507,992
3	COST	Costco Wholesale Corp /New	31,263	$29,245,598
4	TGT	Target Corp	2,840	$370,932

All Filings in WMT

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$314,307,825	2,775,100	-1.9%	Shares	Sole	2026-08-13
2026-03-31	$351,402,444	2,827,506	-17.9%	Shares	Defined	2026-05-13
2025-12-31	$383,865,494	3,445,521	-17.2%	Shares	Defined	2026-02-11
2025-09-30	$428,899,648	4,161,650	-0.0%	Shares	Sole	2025-11-13
2025-06-30	$407,099,305	4,163,421	+2.9%	Shares	Defined	2025-08-12
2025-03-31	$355,038,649	4,044,181	-11.8%	Shares	Defined	2025-05-13
2024-12-31	$414,382,414	4,586,413	-2.5%	Shares	Defined	2025-02-12
2024-09-30	$379,912,761	4,704,802	-12.3%	Shares	Defined	2024-11-12
2024-06-30	$363,045,243	5,361,767	-1.5%	Shares	Defined	2024-08-27
2024-03-31	$327,581,364	5,444,264	+200.0%	Shares	Defined	2024-05-13
2023-12-31	$286,104,795	1,814,810	+1.8%	Shares	Sole	2024-02-09
2023-09-30	$285,174,061	1,783,118	+8.5%	Shares	Sole	2023-11-13
2023-06-30	$258,305,203	1,643,373	-0.5%	Shares	Sole	2023-08-11
2023-03-31	$243,636,943	1,652,336	-0.1%	Shares	Sole	2023-05-12
2022-12-31	$234,580,329	1,654,422	+0.1%	Shares	Sole	2023-02-10
2022-09-30	$214,296,789	1,652,251	+0.7%	Shares	Sole	2022-11-14
2022-06-30	$199,391,607	1,640,002	-3.0%	Shares	Sole	2022-08-11
2022-03-31	$251,833,548	1,691,066	-1.9%	Shares	Sole	2022-05-13
2021-12-31	$249,309,985	1,723,063	+0.5%	Shares	Sole	2022-02-11
2021-09-30	$238,938,576	1,714,296	-2.9%	Shares	Sole	2021-11-12
2021-06-30	$249,029,932	1,765,918	-21.9%	Shares	Sole	2021-08-13
2021-03-31	$307,103,977	2,260,942	-26.6%	Shares	Sole	2021-05-13
2020-12-31	$444,271,309	3,082,007	-1.1%	Shares	Sole	2021-02-10
2020-09-30	$436,079,634	3,116,856	-5.1%	Shares	Sole	2020-11-12
2020-06-30	$393,233,636	3,282,963	+2.8%	Shares	Defined	2020-08-14
2020-03-31	$362,887,417	3,193,872	—	Shares	Defined	2020-05-22
No filing history on record for this holder in this stock.