Pullen Investment Management’s Walmart Inc WMT Stock Holding History

Pullen Investment Management’s Portfolio WMT Stock Details WMT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$640K	Buy	5,652 +209	+4%	+$25.9K	0.3%	84
2026 Q1	$676K	Buy	5,443 +5	+0.1%	+$614	0.34%	80
2025 Q4	$606K	Buy	5,438 +99	+2%	+$10.6K	0.32%	79
2025 Q3	$550K	Sell	5,339 -4,633	-46%	-$461K	0.3%	81
2025 Q2	$975K	Sell	9,972 -56	-0.6%	-$5.33K	0.59%	68
2025 Q1	$880K	Sell	10,028 -19	-0.2%	-$1.78K	0.56%	73
2024 Q4	$908K	Sell	10,047 -1,200	-11%	-$104K	0.59%	69
2024 Q3	$908K	Sell	11,247 -167	-1%	-$12.3K	0.66%	61
2024 Q2	$773K	Buy	11,414 +837	+8%	+$52.7K	0.64%	58
2024 Q1	$636K	Buy	+10,577	New	+$605K	0.54%	62

Other funds holding WMT

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Pullen Investment Management's WMT Position: Q2 2026 in Review

Pullen Investment Management increased its Walmart Inc (WMT) stake by 3.8% in Q2 2026, buying an estimated $25.9K and bringing the position to 5,652 shares worth $640K. The position accounts for 0.3% of the portfolio, ranked #84.

Pullen Investment Management first reported a position in WMT in Q1 2024 and has held it in 10 quarters since. The position peaked at $975K in Q2 2025. 4,405 funds tracked by Wall St. Rank hold WMT as of Q2 2026.

Pullen Investment Management held 5,652 shares of Walmart Inc worth $640K as of Q2 2026.
Pullen Investment Management bought 209 Walmart Inc shares in Q2 2026, an estimated $25.9K.
Walmart Inc made up 0.3% of Pullen Investment Management's portfolio in Q2 2026, its #84 holding.
Pullen Investment Management first reported a position in Walmart Inc in Q1 2024 and has held it in 10 quarters since.
Pullen Investment Management's Walmart Inc position peaked at $975K in Q2 2025.
4,405 funds tracked by Wall St. Rank held Walmart Inc as of Q2 2026.

Based on Pullen Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.