HALBERT HARGROVE GLOBAL ADVISORS, LLC

Position in WMT — Walmart Inc.

CIK 1484205 LONG BEACH, CA

Position in WMT

as of Jun 30, 2026 · filed Jul 21, 2026 Compact

Position Value

$514,993

-$6,485 QoQ

Shares Held

4,547

+8.4% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

1.29%

of 13F equity value

Holder Rank

#3,295

of 4,373 holders

Holding Since

Mar 2020

21 quarters on record

Voting authority Sole 100% Shared 0% None 0%

Consumer Defensive · as of Jun 30, 2026

HALBERT HARGROVE GLOBAL ADVISORS, LLC holds $612,160 across 6 Discount Stores names. WMT ranks #1 (84.1% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	WMT	Walmart Inc. This page	4,547	$514,993
2	COST	Costco Wholesale Corp /New	101	$94,482
3	BJ	BJ's Wholesale Club Holdings, Inc.	24	$2,093
4	DLTR	Dollar Tree, Inc.	3	$362
5	DG	Dollar General Corp	2	$230
6	TGT	Target Corp	0	$0

21 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$514,993	4,547	+8.4%	Shares	Sole	2026-07-21
2026-03-31	$521,478	4,196	+9.0%	Shares	Sole	2026-04-17
2025-12-31	$429,039	3,851	+41.6%	Shares	Sole	2026-01-23
2025-09-30	$280,323	2,720	+1.4%	Shares	Sole	2025-10-16
2025-06-30	$262,343	2,683	-3.4%	Shares	Sole	2025-07-17
2025-03-31	$243,705	2,776	+6.2%	Shares	Sole	2025-04-18
2024-12-31	$236,265	2,615	-1.5%	Shares	Sole	2025-07-17
2024-09-30	$214,310	2,654	+11.0%	Shares	Sole	2024-10-16
2023-03-31	$352,404	2,390	+0.2%	Shares	Sole	2023-04-25
2022-12-31	$338,309	2,386	+7.1%	Shares	Other	2023-01-25
2022-09-30	$288,840	2,227	+2.0%	Shares	Sole	2022-10-24
2022-06-30	$265,530	2,184	+2.8%	Shares	Sole	2022-08-05
2022-03-31	$316,305	2,124	-4.1%	Shares	Other	2022-05-13
2021-12-31	$320,343	2,214	-3.8%	Shares	Other	2022-02-14
2021-09-30	$320,712	2,301	-7.3%	Shares	Sole	2021-10-29
2021-06-30	$349,870	2,481	+6.6%	Shares	Sole	2021-07-29
2021-03-31	$316,075	2,327	+5.3%	Shares	Sole	2021-05-06
2020-12-31	$318,427	2,209	-1.8%	Shares	Other	2021-02-04
2020-09-30	$314,797	2,250	-0.6%	Shares	Sole	2020-11-10
2020-06-30	$271,181	2,264	+9.5%	Shares	Sole	2020-08-10
2020-03-31	$234,852	2,067	—	Shares	Other	2020-05-01
No filing history on record for this holder in this stock.