Lebenthal Global Advisors, LLC

Position in WMT — Walmart Inc.

CIK 1845766 Hauppauge, NY

Position in WMT

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

Position Value

$1,271,569

-$41,821 QoQ

Shares Held

11,227

+6.2% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.47%

of 13F equity value

Holder Rank

#2,428

of 4,382 holders

Holding Since

Dec 2020

6 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Consumer Defensive · as of Jun 30, 2026

Lebenthal Global Advisors, LLC holds $5,923,630 across 3 Discount Stores names. WMT ranks #2 (21.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	COST	Costco Wholesale Corp /New	4,750	$4,443,482
2	WMT	Walmart Inc. This page	11,227	$1,271,569
3	DG	Dollar General Corp	1,812	$208,579

6 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,271,569	11,227	+6.2%	Shares	Defined	2026-07-30
2026-03-31	$1,313,390	10,568	+56.7%	Shares	Defined	2026-05-14
2025-12-31	$751,571	6,746	+48.6%	Shares	Sole	2026-01-28
2025-09-30	$467,891	4,540	+114.4%	Shares	Sole	2025-11-04
2025-06-30	$207,098	2,118	+251.2%	Shares	Sole	2025-08-14
2020-12-31	$86,922	603	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.