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 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 $5.72T AUM 30.48% 1-Year Est. Return

VCM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

VPM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Pullen Investment Management's WMT Position: Q1 2026 in Review

Pullen Investment Management increased its Walmart Inc (WMT) stake by 0.09% in Q1 2026, buying an estimated $614 and bringing the position to 5,443 shares worth $676K. The position accounts for 0.34% of the portfolio, ranked #80.

Pullen Investment Management first reported a position in WMT in Q1 2024 and has held it in 9 quarters since. The position peaked at $975K in Q2 2025. 4,425 funds tracked by Wall St. Rank hold WMT as of Q1 2026.

Pullen Investment Management held 5,443 shares of Walmart Inc worth $676K as of Q1 2026.
Pullen Investment Management bought 5 Walmart Inc shares in Q1 2026, an estimated $614.
Walmart Inc made up 0.34% of Pullen Investment Management's portfolio in Q1 2026, its #80 holding.
Pullen Investment Management first reported a position in Walmart Inc in Q1 2024 and has held it in 9 quarters since.
Pullen Investment Management's Walmart Inc position peaked at $975K in Q2 2025.
4,425 funds tracked by Wall St. Rank held Walmart Inc as of Q1 2026.

Based on Pullen Investment Management's 13F filing for Q1 2026, filed 15 Apr 2026.