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Lansing Street Advisors's investment thesis on Walmart ($WMT) — Q4 2025 | Buyside Digest

$WMTNYSEWalmart

BULL

Lansing Street Advisors—WMT

Fund Letter

Q4 2025

Published December 31, 2025

$111.39USD

+4.0% vs last month

$112.76Pitched

-1.2% since pitch

Market Cap$886.5B

P/E (TTM)N/A

52-Wk RangeN/A

Div. YieldN/A

The manager references Walmart solely as a valuation benchmark to put technology stock valuations in context. The company is...

— Matt Topley

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