Legg Mason Global Asset Management Trust - LGVAX
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Williams Jones Wealth Management, LLC. | History | Added to | 3,778 | 356 | 0.0% | 0.0% | 1 | +195 | 5.44% | Q4 2025 | Feb 13, 2026 |
| Westside Investment Management, Inc. | History | New | 364 | 34 | 0.01% | — | 2 | +364 | New | Q4 2025 | Jan 23, 2026 |